世界经济 ›› 2019, Vol. 42 ›› Issue (9): 27-51.

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开放、市场整合与经济空间变迁:基于近代中国开埠的证据

李嘉楠1, 代谦2, 庄嘉霖3   

  1. 1. 厦门大学经济学院 厦门大学王亚南经济研究院 计量经济学教育部重点实验室(厦门大学);
    2. 中南财经政法大学经济学院;
    3. 厦门大学经济学院 福建省厦门市思明区厦门大学经济学院 361005
  • 出版日期:2019-09-10 发布日期:2019-09-18
  • 通讯作者: 庄嘉霖(通讯作者),电子信箱:15720180155352@stu.xmu.edu.cn E-mail:15720180155352@stu.xmu.edu.cn
  • 作者简介:李嘉楠,电子信箱:jianan.li@xmu.edu.cn;代谦,电子信箱:daiqianecon@163.com
  • 基金资助:
    国家自然科学基金资助项目(71503223、71873114、71973047)和厦门大学中央高校基本科研业务费专项资金资助(20720181036)。

Openness, Market Integration and Economic Spatial Transition: Evidence from the Treaty Opening in Modern China

Li Jianan1, Dai Qian2, Zhuang Jialin3   

  • Online:2019-09-10 Published:2019-09-18

摘要: 对外开放是否有利于国内市场整合是学界关注的热点。本文以19世纪中国被迫开埠作为开放的准自然实验,发现开放不仅促进了国内市场整合,而且影响了近代中国的经济空间变迁。通过分析1818-1910年中国南方104个府的上等米月度价格,我们发现口岸开埠显著促进了各府与周边地区的市场整合,设立租界的口岸具有更强的市场整合促进效应;沿海地区市场整合受开埠的促进效应更明显。以上结论在考虑不同邻近口岸开埠、贸易产品特征、市场空间范围及样本选择性偏误后保持稳健。本文进一步以清代常关分布作为近代出口贸易的工具变量,发现出口贸易规模增长能够促进国内市场整合,扩大国内市场规模,并促使更多企业进入市场,尤其是对沿海地区。

关键词: 对外开放, 通商口岸, 市场整合, 经济空间变迁

Abstract: The impact of international openness on domestic market integration has been extensively debated in academic circles. This study considers China's treaty opening in the 19th century as a quasi-natural experiment to examine the impact of openness on domestic market integration and economic spatial transition. Analysing the monthly rice price between 1818 and 1910 in 104 prefectures of South China, it is found that the market integration of the prefectures and their surroundings was promoted by the opening of treaty ports. The establishment of concessions strengthened the influence of treaty opening on market integration. Market integration in coastal areas experienced greater promotional effects following the treaty opening. The conclusions are robust after considering the opening of different neighbouring treaties, characteristics of commodity goods, market spatial scope and the possibility of bias in sample selection. Using the distribution of historical customs of the Qing Dynasty as an instrumental variable, we further find that the growth of export trade could not only promote domestic market integration, but also expand the domestic market scale and encourage more enterprises to enter the market, especially in coastal areas.

Key words: open economy, treaty ports, market integration, economic spatial transition

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