摘要
对外开放在倒逼国内改革、打破地方保护的同时,可能导致地方政府围绕出口、外资等资源展开新的逐底竞争,故而学界关于经济开放与市场分割间关系的讨论经久不衰。特别是在加快构建以国内大循环为主体、国内国际双循环相互促进的新发展格局过程中,如何统筹扩大高水平对外开放与加快建设全国统一大市场、打造统一开放的现代市场体系是具有重要理论价值和实践意义的研究课题。以我国自贸区设立为准自然实验开展的研究发现,自贸区设立能够显著促进区域市场整合,该结论在经过内生性和稳健性检验后依旧成立;自贸区设立主要通过改善交通条件、优化营商环境、提高市场效率等微观机制作用于区域市场整合;进一步研究发现,上述促进效应不仅具有自贸区建设阶段上的时间异质性,且在东部地区、沿海地区、共建“一带一路”地区以及经济活跃、金融发达的城市更强烈,自贸区在促进本地市场整合的同时还存在半径50km小范围政策外溢性;通过对经济开放与市场整合间非线性关系的讨论,发现经济开放程度与区域市场整合之间存在着先促进后抑制的倒U形关系,且自贸区政策对上述非线性关系具有显著正向调节作用。因此,面对错综复杂的国内外环境,应高标准建设自贸区,进一步扩大对内对外开放,畅通国内大循环并在强大国内市场基础上参与国际经济循环,统筹推进持续扩大制度型开放和加快建设全国统一大市场,助力构建新发展格局,实现经济发展内外联动。
While opening-up can force domestic reforms and break down local protectionism,it may also trigger a new"race to the bottom"among local governments competing for resources such as exports and foreign investment.Consequently,the relationship between economic openness and market segmentation remains a perennial topic of academic debate.This is particularly true that,in the process of accelerating the construction of a new development paradigm featuring the domestic circulation as the mainstay and mutual reinforcement of domestic and international dual circulation,how to coordinate the promotion of highstandard opening-up with the acceleration of building a unified national market and the creation of a unified,open modern market system is a research topic of great theoretical value and practical significance.Based on this premise,the authors utilize the establishment of China's Pilot Free Trade Zones(FTZs)as a quasi-natural experiment for investigation.It is found that the establishment of FTZs significantly promotes regional market integration;and this conclusion holds true even after addressing endogeneity concerns and conducting robustness checks.FTZs primarily facilitate regional market integration through micro-level mechanisms such as improving transportation conditions,optimizing the business environment,and enhancing market efficiency.Further analysis reveals that this promotional effect not only exhibits temporal heterogeneity corresponding to different phases of FTZ development but is also more pronounced in eastern regions,coastal areas,regions along the"Belt and Road",as well as in cities with greater economic vitality and more developed financial sectors.Simultaneously,FTZs demonstrate limited policy spillover effects within a radius of approximately 50km while promoting local market integration.Furthermore,by re-examining the non-linear relationship between economic openness and market integration,the authors identify an inverted U-shaped relationship,where economic openness initially promotes and subsequently inhibits regional market integration;and the FTZ policy is found to exert a significant positive moderating effect on this non-linear relationship.Therefore,in the face of a complex domestic and international environment,it is imperative to develop high-standard national Pilot FTZs,further expand both internal and external opening-up,facilitate the smooth flow of the domestic circulation,and participate in the international economic circulation based on a strong domestic market.Efforts should also be coordinated to persistently broaden institutional opening-up and accelerate the establishment of a unified national market,thereby contributing to the construction of the new development paradigm and achieving synergistic interplay between internal and external economic development.
作者
王晓东
王彬豪
WANG Xiao-dong;WANG Bin-hao(Business School,Renmin University of China,Beijing 100872,China;Research Center for Circulation Economy,Renmin University of China,Beijing 100872,China)
出处
《中国流通经济》
北大核心
2026年第4期19-33,共15页
China Business and Market
基金
国家社会科学基金一般项目“马克思主义流通理论中国化的新问题和新突破研究”(24BJY035)。
关键词
自贸区
制度型开放
市场整合
全国统一大市场
Free Trade Zones(FTZs)
institutional opening-up
market integration
unified national market
