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本文基于新增长理论的内生增长模型,并利用苏浙两省2003～2007年制造业的面板数据,对比研究了专业化外部性和多样化外部性对两省创新绩效的影响。结果表明:从区域角度分析,专业化外部性和多样化外部性均有益于浙江创新绩效的提升;多样化外部性对江苏创新绩效有促进作用而专业化外部性的促进作用不明显。从产业关联角度分析,专业化外部性和多样化外部性对两省低关联度产业的创新活动均有促进作用;多样化外部性对两省高关联度产业的创新活动有促进作用而专业化外部性却存在抑制作用。
Based on the endogenous growth model of the new growth theory and the panel data of the manufacturing industries of Jiangsu and Zhejiang from 2003 to 2007, this paper compares and studies the effects of specialization externalities and diversified externalities on the innovation performance of the two provinces. The results show that: from a regional perspective, specialization externalities and diversified externalities are all beneficial to the improvement of innovation performance in Zhejiang; diversification of externalities has a positive effect on innovation performance in Jiangsu and promotion of specialized externalities is not obvious. From the perspective of industry correlation, specialization externalities and diversified externalities all contribute to the innovation activities of the low-relevance industries in the two provinces; diversification of externalities promotes the innovation activities of high- relevance industries in the two provinces and specializes. Externality has an inhibitory effect.