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世界主要国家的发展历程表明,一国的城市化与经济增长密切关联。一般认为,城市化对经济增长通常表现出正向的驱动作用。但相关研究中,更多是从传统的视角强调城市化过程中结构转变的影响,而新近理论研究则表明经济活动的集聚也有助于经济增长。本文基于对已有研究的讨论,认为在经济全球化和一体化的背景下,有效率的城市化应该是结构转变和集聚的统一,考察城市化对经济增长的促进作用应该综合考虑集聚的影响。为此,本文区分了两种类型(宽度和深度)的城市化涵义,并采用动态面板回归模型的GMM估计法,从集聚和二元结构转变的综合视角探讨了中国各区域城市化对经济增长的推动作用及其差异,数据分析发现考虑集聚影响的城市化更能解释中国各区域城市化对经济增长的促进作用。同时,集聚还能进一步释放城市化的推动能力,延迟其推动作用“拐点”的出现。
The development of major countries in the world shows that the urbanization of a country is closely linked with its economic growth. It is generally believed that urbanization usually shows a positive drive to economic growth. However, the related researches focus more on the impact of structural changes in the process of urbanization from a traditional perspective, while recent theoretical studies show that the agglomeration of economic activities is also conducive to economic growth. Based on the discussion of the existing research, this paper argues that in the context of economic globalization and integration, efficient urbanization should be the unification of structural transformation and agglomeration. The impact of urbanization on economic growth should be examined in consideration of the impact of agglomeration . Therefore, this paper distinguishes the urbanization of the two types (width and depth), and uses the GMM estimation method of the dynamic panel regression model to explore the impact of urbanization on economic growth in various regions of China from the perspective of agglomeration and dual structural transformation . The data analysis shows that the urbanization considering the agglomeration influence can better explain the promotion effect of urbanization in various regions of China on economic growth. At the same time, agglomeration can further release the impetus of urbanization and delay the impetus of its emergence “inflection point.”