Abstract：This paper analyzes the impact of overcapacity on the upgrading of manufacturing through the three aspects including the level of manufacturing industry development,changes in industrial structure and industrial value chain.Then it divides the manufacturing industry into light industry type and heavy industry type.An empirical study of 27 industry panel data from 2001—2015 shows that improving both capacity utilization rate and sales margin can promote the optimization and upgrading of the manufacturing industry,while the loss of companies and the increase in inventory is harmful to the increase in the value added of the manufacturing industry and labor productivity,which is not really significant.Moreover,light industry relied more on increasing production capacity utilization to promote output value,promote industrial structure changes,and increase labor productivity.Heavy industry,on the other hand,focused more on the expansion of corporate losses to eliminate outdated production capacity and increase sales margin to affect industrial upgrading.According to the empirical results,combining the supply side and the demand side,we try to propose new government regulations and hope to promote industrial upgrading by resolving excess production capacity.
汪芳, 夏湾. 产能过剩、政府规制与制造业升级——基于行业面板数据的实证分析[J]. 中国科技论坛, 2019(1): 46-56.
Wang Fang, Xia Wan. Overcapacity,Government Regulation and Upgrading of Manufacturing Industry——An Empirical Analysis Based on Industry Panel Data. , 2019(1): 46-56.
[1]刘航,孙早.城镇化动因扭曲与制造业产能过剩——基于2001—2012年中国省级面板数据的经验分析[J].中国工业经济,2014(11):5-17. [2]潘爱民,刘友金,向国成.产业转型升级与产能过剩治理研究——“中国工业经济学会2014年年会”学术观点综述[J].中国工业经济,2015(1):89-94. [3]赵昌文,许召元,袁东,廖博.当前我国产能过剩的特征、风险及对策研究——基于实地调研及微观数据的分析[J].管理世界,2015(4):1-10. [4]郑晶晶,贺正楚,凌四立,谢磊,陈亮.产能利用率对区域制造业产业升级的影响[J].经济地理,2016,36(11):83-92. [5]林毅夫,巫和懋,邢亦青.“潮涌现象”与产能过剩的形成机制[J].经济研究,2010,45(10):4-19. [6]余东华,吕逸楠.政府不当干预与战略性新兴产业产能过剩——以中国光伏产业为例[J].中国工业经济,2015(10):53-68. [7]冯梅,陈鹏.中国钢铁产业产能过剩程度的量化分析与预警[J].中国软科学,2013(5):110-116. [8]何蕾.中国工业行业产能利用率测度研究——基于面板协整的方法[J].产业经济研究,2015(2):90-99. [9]周劲,付保宗.产能过剩的内涵、评价体系及在我国工业领域的表现特征[J].经济学动态,2011(10):58-64. [10]SEULKI L,SOOCHEONG J.Re-examining the overcapacity of the US lodging industry[J].International journal of hospitality management,2012,31(4):1050-1058. [11]SHAIKH A M,MOUDUD J K.Measuring capacity utilization in OECD countries:a cointegration method[J].Economics working paper archive,2004(9):1-19 [12]AZADEGAN A,WAGNER S M.Industrial upgrading,exploitative innovations and explorative innovations[J].International journal of production economics,2011,130(1):54-65. [13]田洪川,石美遐.制造业产业升级对中国就业数量的影响研究[J].经济评论,2013(5):68-78. [14]王保林.产业升级是沿海地区劳动密集型产业发展的当务之急[J].经济学动态,2009(2):32-36. [15]CHEONG T S,WU Y.The impacts of structural transformation and industrial upgrading on regional inequality in China[J].China economic review,2014,31(C):339-350. [16]鞠蕾,高越青,王立国.供给侧视角下的产能过剩治理:要素市场扭曲与产能过剩[J].宏观经济研究,2016(5):3-15,127 [17]周密,刘秉镰.供给侧结构性改革为什么是必由之路——中国式产能过剩的经济学解释[J].经济研究,2017,52(2):67-81.
2019, 
