摘要
推动城乡融合对于实现资源合理配置非常重要。文章构建了一个概念模型并实证检验了城乡融合对资源错配的影响,从发展经济学经典理论出发梳理了城乡融合对于缓解市场扭曲、改善资源配置的理论逻辑。文章基于含城乡融合发展试验区的11个省份内地级市的面板数据测算了资源错配指数。文章针对内生性问题,使用因果森林与合成双重差分方法评估城乡融合发展对资源错配的影响,并应用分位数回归进行了异质性分析。研究表明,城乡融合发展试验区政策主要缓解了劳动力错配,对资本错配影响较小;劳动力错配的改善效果具有异质性,主要体现在程度最为严重的地区以及最轻微的地区;劳动力错配的作用渠道主要体现为新经济业态的出现和互联网基础设施的提升;资本错配的作用渠道主要是由于投资不可逆,所以利用闲置土地获取资金反而会形成冲击。文章认为应进一步完善劳动力市场建设,更好发挥政府引导性作用,并根据城乡关系发展阶段实施相关的政策。
Promoting the two-way flow of factors and achieving urban-rural integration is crucial in promoting the rational allocation of resources and narrowing the urban-rural gap.This paper constructs a conceptual model and empirically examines the impact of urban-rural integration on resource misallocation.It starts from the classic theories of development economics to sort out the logical mechanism of urban-rural integration in alleviating market distortions and improving resource allocation.Based on the panel data of prefecture-level cities in 11 provinces including National Pilot Zones for Integrated Urban-Rural Development,this paper calculates the resource misallocation index,applies Causal Forest and Synthetic DID to evaluate the impact of integrated urban-rural development on resource misallocation,and uses quantile regression to explore the heterogeneous impact.The results show that this policy mainly alleviates labor misallocation but not capital misallocation.The alleviation in labor misallocation exhibits significant heterogeneity,primarily manifested in the most severe areas and the least severe areas.Channels of the effect on labor misallocation are mainly reflected in the emergence of new economic sectors and the improvement of Internet infrastructure.However,channels of the effect on capital misallocation are mainly due to irreversible investment,so the use of idle land to obtain funds will form a shock.The test also rules out the alternative explanation of cross-regional population mobility.The contributions of this paper are as follows:First,from the perspective of urban-rural integration,it establishes a connection between resource allocation and the urban-rural relationship,investigating the empirical evidence of the integrated urban-rural development mechanism in alleviating resource misallocation.Second,based on the urban-rural characteristics implied by the supply elastic of labor factors,it constructs a mathematical model including the correlation between integrated urban-rural development,market distortion effects,and resource misallocation,extending the traditional resource misallocation research to the field of urban-rural relations.Third,it integrates machine learning technology into the identification strategy to effectively mitigate interference from endogeneity bias in empirical results.
作者
段锴丰
王宁
郑旭辉
池碧清
Duan Kaifeng;Wang Ning;Zheng Xuhui;Chi Biqing(School of Management and Economics,Fuzhou University,Fuzhou 350108,China)
出处
《财经研究》
北大核心
2025年第8期21-35,共15页
Journal of Finance and Economics
基金
国家社会科学基金青年项目(23CJY017)。
关键词
城乡融合
资源错配
因果森林
双重差分模型
要素流动
urban-rural integration
resource misallocation
casual forest
DID
factor mobility
