摘要
基于关联视角认知区域产业发展是区域产业协同优化配置的重要途径。本文总结已有研究,归纳了关联视角下产业发展分析思路及关联形成机制下企业、产业、区域之间的关联关系,并以广东省为例开展了实证研究。依托企业大数据、Hadoop分布式系统基础架构和Spark大规模计算引擎,从企业投资行为、产业间价值流动和产业空间分布特征三个方面构建企业关联,产业关联和区域关联,分析其网络特征及相互关系,并基于传统视角和关联视角解析了广东省产业发展的动态变化特征。主要的研究结论如下:第一,广东省企业、产业、区域关联网络特征显示,信息技术制造和现代服务业等产业的企业关联密切;而化学产品、金属冶炼及加工等传统制造业在近二十年保障了区域宏观产业价值流动;此外,战略性新兴产业和第三产业逐渐在区域的空间配置中占据有利位置。第二,传统视角下,新千年来广东省产业动态发展可归纳为高速粗放增长期、产业转移增长期和“新常态”与产业协调增长期;关联视角下,2002年、2007年、2012年、2017年四个时间节点的相关性分析与传统视角下的产业动态发展结果相似,广东省的产业发展总体先后经历了产业自身发展迭代升级和区域产业空间重组的双重“路径突破”,目前已转变为产业内“路径依赖”和精细化发展阶段。在企业、产业、区域的关联视角分析基础上,本文提出了产业协同发展优化配置的实施策略。
The perspective of relatedness plays a crucial role in representing cognitive regional economic development and industrial structure upgrading.In this paper,we aim to provide an overview of the existing research on industrial development from the perspective of relatedness,along with the intricate relationships between firm relatedness,industrial relatedness,and regional relatedness within the framework of relatedness formation.We have conducted an empirical study using Guangdong province as our primary example.This study involves the construction and calculation of firm relatedness,industrial relatedness,and regional relatedness based on enterprise data,input-output tables,the Hadoop Distributed File System,and Apache Spark,with a specific focus on 42 different industries.Our study delves into the dynamic changes in industrial development within Guangdong,and the key findings can be summarized as follows.Firstly,the network of relatedness among firms,industries,and regions in the province reveals that enterprises in information technology manufacturing and modern service industries are strongly interconnected.At the same time,traditional manufacturing industries such as chemical products and metal smelting and processing have consistently contributed to the overall regional industrial value flow over the past two decades.Emerging strategic industries and tertiary sectors have gradually gained prominence in the regional spatial configuration.Secondly,the dynamic evolution of industries in Guangdong can be categorized into distinct periods:a phase characterized by high-speed and extensive growth,followed by a period marked by industrial transfer growth,and ultimately,a"new normal"period of coordinated industrial growth in the new millennium,in line with traditional perspectives.Correlation analysis conducted at four critical time points(2002,2007,2012,and 2017)from the perspective of relatedness aligns well with the results obtained from the traditional perspective.This underscores the fact that Guangdong's industrial landscape has experienced a dual"path breakthrough"through independent enterprise development and regional industrial space reorganization.Since the year 2000,the industry has entered a stage characterized by"path dependence"and undergone refined development.Finally,this paper discusses implementation strategies for the optimal allocation of industrial collaborative development based on the relatedness theory perspectives of firms,industries,and regions.
作者
虞洋
陈小祥
岳隽
汪维录
张文晖
关文川
YU Yang;CHEN Xiaoxiang;YUE Jun;WANGWeilu;ZHANGWenhui;GUANWenchuan(Shenzhen Urban Planning and Design Research Institute Co.,Ltd,Shenzhen 518000,Guangdong,China)
出处
《地理研究》
CSSCI
CSCD
北大核心
2023年第11期2862-2880,共19页
Geographical Research
基金
国家重点研发计划项目(2019YFB2103104)。
关键词
关联视角
企业关联
产业关联
区域关联
优化配置
广东省
the perspective of relatedness
firm relatedness
industrial relatedness
regional relatedness
optimized configuration
Guangdong province
