本地知识基础对新兴产业知识流动的影响——以中国燃料电池产业为例

经济地理学者对于新兴产业的产生区位长期存在争论,在中美贸易战背景下,探究其区位规律既是重要的学科问题,又对国家培育新兴产业具有重要指导意义.通过梳理“区域产业分叉”和“区位机会窗口”的观点,辨析出知识流动是影响新兴产业区位的关键点;以燃料电池产业为例,结合“相关多样化”假说的观点,采用面板空间自回归模型对知识基础的具体...

The impact of local knowledge base on knowledge flow of emerging industry:A case of China's fuel cell industry

Economic geographers have long argued about the location of emerging industry. Under the background of Sino-US trade war, exploring the location laws of emerging industries is not only a critical theoretical issue, but also has an important guiding significance for the country to cultivate emerging industry. Starting from the debate between "Regional Branching" and "Windows of Locational Opportunity", this paper identifies that knowledge flow is the key to affecting the location of emerging industry. According to the discussion of the relationship between variety and technological innovation in the related variety hypothesis, we use patent citation data to define related and unrelated variety. Then we use panel spatial autoregressive model to measure the specific impact of each factor in this paper. Finally, we can draw the following conclusions: (1) Beijing, Shanghai and Dalian are the three major knowledge flow centers of China's fuel cell industry. The strong connection between these "growth pole" cities is the basis of the current spatial pattern of knowledge flow, while the role of geographical proximity is not significant. (2) The related technology knowledge base has a stable and significant positive effect on knowledge absorption capacity, and most of the control variables are significantly positive except labor cost. The unrelated technology knowledge base has a significant negative impact in the early stage (the regression coefficient in the first stage was -0.038). Because of the different roles of different knowledge bases and control variables in the early stage (more positive effects and less negative effects), the overall spatial pattern is not only concentrated in the developed cities, but also has some freedom. The research results show that the anchoring effect of knowledge base on innovation is obvious, so "Regional Branching" is more likely to appear in the era of knowledge economy. (3) The impact of unrelated variety has gradually changed from negative in the early stage (-0.038) to positive in the final stage (0.079), which shows that the role of unrelated variety may change with the technological development of emerging industry. We should re-examine the role of unrelated variety from an evolutionary perspective.