统一大市场建设：物流标准化如何推动国内市场一体化？
文摘
财经
2024-11-05 09:30
上海
统一大市场建设：物流标准化如何推动国内市场一体化？
Construction of the Unified National Market: How does Logistics Standardization Promote Domestic Market Integration?
《财经研究》2024年50卷第9期 页码：19-33 online：2024年9月3日
中：李兰冰1,2 , 逯海勇3
英：Li Lanbing1,2, Lu Haiyong3
作者单位：1. 南开大学 经济与社会发展研究院, 天津 300071; 2. 南开大学 经济行为与政策模拟实验室，天津 300071; 3. 山东工商学院 金融学院, 山东 烟台 264005
摘要：现代流通体系在国民经济循环中发挥着重要基础性作用，它是加快建设全国统一大市场的重要手段。文章从现代流通体系建设的软件建设视角出发，研究物流标准化对国内市场一体化的理论机理，并实证检验了物流标准化建设对国内市场一体化的影响效应和作用机制，为建设国内统一大市场提供物流标准化视角的理论解释与政策启示。文章研究发现：物流标准化建设能有效推进国内市场一体化进程；企业购买和销售范围的扩大、外部交易成本的降低、存货周转速度的提高是物流标准化推动国内市场一体化的重要机制；交通基础设施与数字基础设施在物流标准化与市场一体化关系中发挥着重要的正向调节作用。在此基础上，异质性分析表明，物流标准化对市场一体化的促进作用主要体现在市场规模大、物流硬件基础高、电子商务发展水平高的城市。文章为国内市场一体化研究提供了基于物流标准化的新视角，也为全国统一大市场建设提供了关于流通体系建设领域的新启示。
关键词：物流标准化；市场一体化；影响效应；机制检验
Summary: With the intensification of anti-globalization trends in recent years, coupled with the prolonged downturn in the world economy and the contraction of global market demand, the importance and necessity of accelerating the establishment of the unified national market have become increasingly prominent. The modern logistics system plays a fundamental role in the national economic cycle and is a crucial focal point in accelerating the construction of the unified national market. This paper systematically elucidates the theoretical mechanism of logistics standardization in promoting domestic market integration from the perspective of “software construction” of the modern logistics system. Using the national logistics standardization pilot program as a quasi-natural experiment, it empirically tests the impact and mechanism of logistics standardization construction on domestic market integration, and analyzes the moderating effect and heterogeneity of this impact, providing theoretical explanations and policy implications from the perspective of logistics standardization for the construction of the unified national market. The results show that logistics standardization construction can effectively promote the process of domestic market integration. Mechanism testing shows that the expansion of the purchase and sales scope of enterprises in pilot cities, the reduction of external transaction costs, and the improvement of inventory turnover speed are important mechanisms through which logistics standardization promotes domestic market integration. Moderating effect analysis reveals that transportation infrastructure and digital infrastructure play significant positive roles in the relationship between logistics standardization and market integration. Heterogeneity analysis indicates that the promotion effect of logistics standardization on market integration is mainly reflected in cities with larger market scales, higher logistics hardware foundations, and higher levels of e-commerce development.
Key words: logistics standardization; market integration; effect; mechanism testing
DOI：10.16538/j.cnki.jfe.20240615.401
收稿日期：2023-10-26
基金项目：教育部哲学社会科学研究重大课题攻关项目（20JZD028）；教育部哲学社会科学实验室专项基金项目（H0122711）；中央高校基本科研业务费专项资金（63243045）
