战略耦合影响下珠三角产业升级模式及测度

现有研究已经初步揭示全球化进程中战略耦合与区域产业升级的互动机制,但战略耦合及其与产业升级的关系仍缺少量化测度。为此本文基于关系经济地理学视角,从企业和区域两个维度构建战略耦合影响下的产业升级模式分析框架,并借助多元线性回归模型初步定量实证战略耦合对产业升级的影响,研究发现：① 珠三角各城市均发生了产业升级,同时也存在地理尺度上的分异。其中,深圳表现出最优的区域整体升级,广州和珠海偏向于次优的企业升级,而东莞接近于产业结构升级,内卷化现象在珠三角城市尚未明显发生。② 战略耦合模式的差异显著影响产业升级进程,其中工业生产对港澳台资的依赖程度和外资企业的技术领先因素的作用最为突出。③ 2008年金融危机之后,战略耦合对产业升级的作用机制发生显著改变,成为区域发展路径的转折点。越依附于港澳台资和其他一般外资进行生产的地区升级越慢,但港澳台资企业的技术领先水平越高的区域则升级更加明显,而一般外资企业的技术领先水平对于升级的促进作用消失。本研究进一步完善了全球化下的产业升级理论,同时也是对关系经济地理学定量研究的一次积极探索。

Measuring impact of strategic coupling towards the patterns of industrial upgrading in the Pearl River Delta

Existing research on strategic coupling has addressed the interaction mechanism between strategic coupling and regional industrial upgrading under globalization. However, current studies are mainly based on qualitative research and lack of quantitative measurement of relationships between strategic coupling and industrial upgrading. Therefore, based on two dimensions, the enterprise and the region, this study constructs an analytical framework to explore the patterns of industrial upgrading under the influence of strategic coupling. This study also adopts a multiple linear regression model to verify the impacts of strategic coupling on industrial upgrading. The main conclusions are as follows: First, all cities in the Pearl River Delta (PRD) have undergone industrial upgrading. However, there are some intra-regional divergence considering the patterns and extent of upgrading. Among these cities, Shenzhen has shown the best performance of upgrading, an overall regional upgrading. Guangzhou and Zhuhai have less-best upgrading, enterprise upgrading, which is followed by Dongguan with an upgrading related to industrial structure. Significantly, the phenomenon of involution has not yet occurred in the PRD. Second, the difference in the patterns of strategic coupling affects the process of industrial upgrading significantly. The production dependency on Hong Kong, Macao and Taiwan-invested enterprises, and the technological dependency towards foreign enterprises are the most prominent influencing factors. Third, after the 2008 financial crisis, the interaction mechanism between strategic coupling and industrial upgrading has changed apparently, which remarked a turning point in the path of regional development. Regions that have higher dependency towards Hong Kong, Macao, Taiwan and other general foreign enterprises on industrial production have lower speed of upgrading. However, regions where Hong Kong, Macao and Taiwan-invested enterprises have higher technology have more prominent regional upgrading. Nevertheless, the influence of advanced technologies brought by foreign-invested enterprises in fostering regional upgrading have faded out. Overall, this paper helps to advance the theory of industrial upgrading under globalization. It also tentatively explores the use of quantitative methods in relational economic geography.