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目前我国对外贸易发展的国内外环境和条件均已改变,基于传统比较优势理论的贸易发展战略遇到了巨大挑战。本文力图从本土市场效应的角度,探讨市场分割状态下国内市场规模对我国制造业出口竞争力的影响,以便寻求中国制造业出口战略的调整方向。利用中国工业企业数据的实证分析发现,越依赖本地市场的企业或行业,在本地市场规模越大时,出口竞争力越大,这验证了“本土市场效应”的存在。这也表明了国内市场对我国贸易发展战略调整的战略价值。
At present, the environment and conditions at home and abroad for the development of China’s foreign trade have all changed. The trade development strategy based on the traditional theory of comparative advantage has met with tremendous challenges. This paper attempts to explore the impact of domestic market size on the export competitiveness of China’s manufacturing industry under the condition of market segmentation in order to seek the direction of the adjustment of China’s manufacturing export strategy from the perspective of local market effect. Empirical analysis using data from Chinese industrial enterprises shows that enterprises or industries relying more on the local market have greater export competitiveness when the size of the local market is larger, which verifies the existence of “home market effect ”. This also shows the strategic value of the domestic market for the adjustment of China’s trade development strategy.