企业创新的产业逻辑：集聚与竞争

Industrial Logic of Enterprise Innovation: Agglomeration and Competition

摘要:

为探讨产业集聚与市场竞争是如何在企业创新中共同发生作用的，基于CSMAR国泰安数据库和中国工业企业数据库，采用双向固定效应模型实证检验市场竞争在产业集聚影响企业创新产出路径中的调节效应，并以粤港澳大湾区生物医药产业创新发展案例进行验证。结果表明：市场竞争对产业集聚激励企业创新具有负向调节作用，且仅存在于技术密集型行业；国有企业的市场垄断地位会削弱产业集聚的创新推动效果。在考虑行业与企业异质性的基础上，充分发挥市场竞争与产业集聚的交互效应是提升企业创新能力的重要路径。为此提出加快培育先进制造业集群、大力培育行业龙头企业和加快国有企业分类改等政策建议。

Abstract:

To explore how industrial agglomeration and market competition work together in enterprise innovation, based on the China Industrial Enterprise Database and CSMAR Database, this paper uses a two-way fixed-effect model to test the moderating effect of market competition on the impact of industrial agglomeration in the path of enterprise innovation output, and the regulatory effect is verified by the case of the biomedical industry innovation and development in the Guangdong-Hong Kong-Macao Greater Bay Area. The results show that market competition has a negative regulatory effect on industrial agglomeration and incentives for enterprise innovation, and it only exists in technology-intensive industries; the market monopoly of state-owned enterprises will weaken the innovation-promoting effect of industrial agglomeration. Considering the heterogeneity of industries and enterprises, giving full play to the interactive effects of market competition and industrial agglomeration is an important way to enhance the innovation capabilities of enterprises. To this end, policy recommendations such as accelerating the cultivation of advanced manufacturing clusters, vigorously cultivating leading enterprises in the industry, and accelerating the classification reform of state-owned enterprises have been proposed.