演化经济地理的理论基础及其在集群研究中的应用

演化经济地理主要研究经济景观的演化过程,其理论基础包括广义达尔文主义理论、复杂性理论与路径依赖理论。将演化经济地理理论引入集群研究,运用微观一中观一宏观多尺度相结合的方法,有助于深入理解集群演化的过程及其动力机制,打开集群内部的"黑箱"。微观视角关注企业惯例及其区位行为如何影响集群的演化过程与空间特征;中观视角关注集群的知识网络结构特征、企业间知识联系,与网络演化的过程;宏观视角关注集群系统的演化路径与动力机制,以及集群与外部环境的相互作用。然而,由于演化经济地理理论与方法目前尚处探索阶段,将其应用于集群研究中仍存在不少局限。最后,结合中国产业集群现状,提出若干研究议题,认为未来中国产业集群研究需要更加注重"演化转向"。     

Reconciling Economic and Cultural Explanations for Participation in Alternative Consumption Spaces

ABSTRACT With the cultural turn in economic geography, the emphasis on economic necessity when explaining participation in alternative consumption spaces (i.e. informal and/or second‐hand retail channels) has been contested by an agency‐orientated cultural reading that views engagement in such spaces as about the search for fun, sociality, distinction, discernment, the spectacular and so forth, and more recently by a geographically sensitive approach that ascribes agency to affluent populations and economic rationales to deprived populations. Drawing upon evidence collected during 120 face‐to‐face interviews in the English city of Leicester, however, this paper finds that people's reasons for engaging in such practices cannot be reduced simply to either economic necessity or agency. Instead, it reveals that such either/or thinking obfuscates how both co‐exist in people's explanations for engagement and combine in contrasting ways in different neighbourhood types, modes of goods acquisition and according to the type of good sought. The outcome of this paper is thus to transcend and reconcile previous reductive explanations using a both/and approach that recognises the varying ways in which economic necessity and choice are entangled in rationales for participation in alternative consumption spaces.     

南京大学经济地理学发展历程与展望

南京大学是我国地理学研究的重要阵地,在经济地理学领域更是有着深远的影响。本文基于对地理学刊物上发表论文的统计,对南京大学经济地理学发展的历程进行了系统的研究。南京大学经济地理学发展主要分为快速发展期、波动停滞期、复苏繁荣期、蓬勃发展期等四个阶段。在研究内容上,主要涉及区域经济与区域发展、交通地理学、空间结构与空间布局、产业集群与新产业区、企业与区域增长、低碳经济与可持续发展、全球化的经济活动、技术进步与信息化、制度经济地理学等9个主要领域。这9大领域在国内学界有着重要的影响。最后,展望南京大学经济地理学学科发展,提出新经济地理学、制度转向/文化转向、服务国家需求是未来研究的三大主要方向。     

INSTITUTIONAL EMBEDDEDNESS AND REGIONAL ADAPTABILITY AND RIGIDITY IN A CHINESE APPAREL CLUSTER

In recent years, the flexibilities industrial clusters may offer to firms within them have been questioned as inter‐firm linkages have, in some cases, locked‐in path‐dependent practices and increased economic rigidities. In this sense, the canonical path dependence model has tended to overlook such trajectories of cluster evolution and has not paid as much attention to the ways in which actors can affect path‐dependent processes. In this article, we build on this critique which has largely been developed in evolutionary economic geography to explore how a cluster becomes progressively locked‐in and how the knowledge base of an industry becomes homogenized, resulting in a loss of innovative dynamism and a slowdown in the growth, or even stasis, of the cluster. By focusing on a case study from China, the article investigates some of the ways in which different kinds of actors respond to external shocks, and the ways in which the resulting processes are fraught with tensions and divergences. In doing so, the article emphasizes that the association between trans‐local pipelines and innovation is not predetermined. The second theoretical contribution of this article lies in its attempt to reveal that all actors can be both path dependent and path breaking, and the process of co‐evolution can be driven by the heterogeneity and divergence of particular actors. Finally, we seek to contribute to existing literature by showing the potential advantages of working at the interface between evolutionary economic geography and other theoretical approaches.     

西方经济地理学关于全球化经济的理论演化综述

清晰的理解全球化经济如何演化是一项非常紧迫和艰巨的任务。传统的经济地理学主要通过国际劳动分工理论解释全球化经济。但二十世纪九十年代以来的外购和及时生产等新的生产组织方式的出现,使得全球经济体系变得愈加复杂。西方经济地理学家开始将其他相关学科的理论和方法论(如资源基础理论、嵌入理论、行为者网络理论等),应用于全球化的研究中,构建了一些新的全球经济的分析框架,例如全球价值链、全球商品链和全球生产网络,体现了经济地理学新的发展方向-"关系"经济地理学。这些链/网络的分析框架在多学科领域引起强大的反响,使得西方经济地理学的学科地位得到很大提升。     

MONEY FLOWS LIKE MERCURY: THE GEOGRAPHY OF GLOBAL FINANCE

ABSTRACT. If the social relations and inherited configuration of production were at the core of economic geography a decade ago, these aspects of the world are increasingly taken for granted. The global scope of industry and corporate strategy has claimed increasing attention over the past decade. And while any 'new' economic geography must have something to say about the nature of human agency and the role of institutions in structuring the landscape, care must be taken not to exaggerate their significance for constructive interaction. In point of fact, the global finance industry is an essential lens through which to study contemporary capitalism from the top-down and the bottom-up. If we are to understand the economic landscape of twenty-first century capitalism, it should be understood through global financial institutions, its social formations and investment practices. This argument is developed by reference to the recent literature on the geography of finance and a metaphor – money flows like mercury – designed to explicate the spatial and temporal logic of global capital flows. Some may dispute this argument, but in doing so they lament the passing of an era rather than advancing a convincing counterclaim about how the world is and what it might become. All this means that we have to rethink the significance of geographical scale and organizational processes as opposed to an unquestioned commitment to localities.     

关于我国区域经济地理学和区域经济学融合发展的思考

区域经济地理学与区域经济学是地理科学与经济科学在解决"经济区域(系统)"的发展问题过程中交叉发展的产物。区域经济地理学是一门古老而年轻的学科,区域经济学则是二战后形成的新兴学科,但两门学科有着共同的思想发展特点,与区位论的发展紧密相联,与区域问题相伴而生,并随着相关学科的发展而越发具有生命力。20世纪80年代以来,尽管在思维方法、研究侧面、学科层次等方面仍存在较大差异,但两门学科在研究内容和理论框架上越来越靠拢,在学科性质上也日益走向融合。     

变革中的西方经济地理学:制度、文化、关系与尺度转向

1980年代以来,在社会科学日益走向多元化和"后现代主义"的背景下,西方经济地理学开始了一个前所未有的急剧变动时期,无论是研究的主要论题,还是研究的内容、理论和方法以及表述的方式与风格,均经历并正在经历深刻的变革。与上一世纪50-60年代的"计量和理论革命"和70- 80年代的"马克思主义转向"相比,这次变革不仅发生在方法论和认识论层面,而且许多也发生在本体论层面,它使西方经济地理学的视角走向了高度的多样化和复杂化。本文在分析这次变革的起点:马克思主义转向及其批判的基础上,从制度转向、文化转向、关系转向、尺度转向4个相互交织的方面,系统勾勒了西方经济地理学理论视角变动的主线,讨论了这些视角变动的方向、成因、意义和局限性。     

THE OPTIMAL DISTANCE TO PORT FOR EXPORTING FIRMS*

ABSTRACT Success in international trade depends, among other things, on distance from markets. Most new economic geography models focus on the distance between countries. In contrast, much less theorizing and empirical analysis have focused on how distances within a country—for instance, due to the location behavior of exporting firms—matter to international trade. In this paper, we contribute to the literature on the latter by offering a theoretical model to explain the optimal distance that an export‐oriented firm would locate from a port. We present empirical evidence in support of the model.     

消费社会下商业地理研究的新取向

二十世纪二、三十年代以来,在实证主义和行为主义的影响下,商业地理学研究多聚焦于空间结构与边界、商业活动的区位与业态、商业活动中人的行为等经典领域。九十年代之后,网络经济的快速发展和大数据的应用,使实体商业与电子购物的关系、消费者行为的空间分析等主题,成为新的研究焦点,并积极推动商业地理在研究内容和研究方法上的革新。伴随着消费力量在现代社会的崛起,商业地理所关注的商业空间和活动,不仅被消费地理从社会文化的视角进行诠释,而且在主题上扩展至更为多元的消费实践和社会关系网络。人本主义、新马克思主义、结构主义等流派的思想,也被广泛用于消费空间的解读。在一个更为广阔的社会背景和更贴近日常生活的框架下,商业地理将不局限于对物质层面的关注,而是处于一个更加开放的知识体系之中。     

经济韧性视角下城镇产业演化的路径依赖与路径创造——基于东莞市樟木头、常平镇的对比分析

在经济韧性视角下,本文基于路径依赖与路径创造理论构建了一个研究城镇产业衰落与转型的分析框架,进而对东莞市樟木头与常平的产业发展路径进行详细梳理和对比分析,探讨地理区位、产业结构等初始条件相似的城镇受到相同外部冲击时出现韧性差异的原因,包括地方制度、技术变革、经济结构、劳动力结构、社会文化氛围等。据此提出转型升级对策：寻找新主导产业,提升经济主体潜力与联系;科学规划空间结构,调整存量用地功能,提高土地利用效率,全面升级硬件设施;重塑强调风险管控与危机意识的社会文化氛围。通过建立演化经济地理学与经济韧性相结合的实证研究范式,本文为产业结构单一城镇提供了具有借鉴意义的韧性增强途径和路径创造方式。     

SITUATED KNOWLEDGE SPILLOVERS: A CASE STUDY OF INDUSTRY SPECIFICITY IN URBAN KNOWLEDGE SOURCING

Theorizing within the umbrella of evolutionary economic geography (EEG) has improved the understanding of how inter‐firm relatedness conditions knowledge spillovers, and how this affects the long‐term evolution of regions. Still, there are shortcomings in this approach associated with a quantitative and generic methodology, a static notion of relatedness, and a weakly developed policy and institutional perspective. In particular, there is a need for a better understanding of the mechanisms through which relatedness is developed and how policy affects existing and emerging relatedness. Certain mechanisms for knowledge transfer have been suggested, such as labour mobility, firm diversification, spin‐offs and social networks. But do the same mechanisms apply to all industries and in all territories, or are there specific mechanisms of knowledge sourcing at work in different contexts? To shed light on these questions, the article reports on a comparative case study of two knowledge‐intensive industries (life science and publishing) located in the Oslo metropolitan region. Based on a case study, the article suggests that both industries source knowledge through similar types of channels. However, despite similarities in how knowledge is accessed and absorbed in this diverse urban context, knowledge sourcing also seems to be conditioned by industry‐specific dynamics, policies and institutions.     

THE DETERMINANTS OF LOCALIZATION AND URBANIZATION ECONOMIES: EVIDENCE FROM THE LOCATION OF NEW FIRMS IN SPAIN

The objective of this paper is to analyze why firms in some industries locate in specialized economic environments (localization economies) while those in other industries prefer large city locations (urbanization economies). To this end, we examine the location decisions of new manufacturing firms in Spain at the city level and for narrowly defined industries. First, we estimate firm location models to obtain estimates that reflect the importance of localization and urbanization economies in each industry. Then, we regress these estimates on industry characteristics related to the potential importance of labor market pooling, input sharing, and knowledge spillovers. Urbanization effects are high in knowledge‐intensive industries, suggesting that firms locate in large cities to benefit from knowledge spillovers. We also find that localization effects are high in industries that employ workers whose skills are more industry‐specific, suggesting that industries locate in specialized economic environments to share a common pool of specialized workers.     

我国的区域经济地理研究与区域经济地理学

区域经济地理学在我国是一个受到特别重视的地理学的一个研究方向,文章讨论了西方和苏联地理学中区域经济地理学的发展情况,和在我国得到特别发展的条件,认为与中国的社会经济体制、改革开放以后地方经济的发展有特别的关系。文章对区域经济地理学学科的发展做了回顾,列举了这个学科在基础理论上的有代表性的成果,认为它已经形成了自己的理论体系,即包括劳动地域分工、经济地域运动和中国社会主义市场经济条件下经济区域化等。文章认为,我国丰富的区域经济生活实践将推动学科进一步发展,并提出了学科在跨学科方向上的发展趋势。     

ECONOMIC GEOGRAPHY OF FIRMS AND SKILLED LABOR*

ABSTRACT This paper investigates the relationship between firm location and skilled‐labor location. While existing new economic geography (NEG) models could not explicitly analyze the relationship due to their assumptions, I construct a new NEG‐type model allowing for different location dynamics of firms and skilled labor for this objective. The main results are as follows. First, a relatively large pool of skilled labor attracts firms when trade costs are small, while it might repel firms when trade costs are sufficiently large. Second, assuming that skilled workers are mobile between regions, the model shows that skilled workers agglomerate faster than firms with decreasing trade costs. Third, the model supports the hypothesis that firms follow skilled labor rather than the reverse. These results are consistent to Indian and Chinese experiences, and some “creative‐class” or “skilled‐city” stories.     

试论经济地理学的研究创新

本文受相关学科的研究启发,并根据作者从事经济地理学的学习和研究体会,提出关于经济地理学研究创新的六点建议:建好基础数据,创新研究方法,激励思维创新,营造创新环境,培养扎实的学风,选择特殊的研究对象。     

技术、产业和地方:互联网的经济地理学

从技术与经济的角度入手,在已有的文献资料基础上,对互联网的经济地理学研究进展进行了总结和评述。互联网技术条件下,新空间的产生孕育了新地理学的浮现。文章从互联网的技术基础设施、数码空间区隔、互联网内容产业和电子商务等四个方面总结了互联网经济地理学的研究动态及主要观点。最后还重新审视了网络空间和地理空间之间的相互辨证关系,并提供了进一步研究的方向。     

‘IT'S ALL A QUESTION OF BUSINESS’: INVESTMENT IDENTITIES,NETWORKS AND DECISION‐MAKING IN THE CLEANTECH ECONOMY

Cleantech has emerged in the last decade as a major new investment sector at the forefront of the green economy. It responds to the need for innovative technologies to combat the impact of global environmental, climate and resource trends. Focusing on the cleantech sector, this article explores the central importance of relationality within the financial domain of the green economy. The central aim of this article is to deepen understandings of the operation of cleantech investment by examining the decision‐making processes of cleantech actors, how these are influenced by (and influence) cleantech investment networks, and the relationships between these factors and the macro‐level drivers and discourses focused on the cleantech sector. A relational economic geography approach is used in conjunction with other frameworks (spanning the cultural, structural and actor‐network dimensions of cleantech investment) to investigate: how cleantech investors define the sector; the macro‐ and micro‐level drivers of cleantech investment; and how cleantech networks form and operate to create and disseminate cleantech discourses and to generate the mutual trust and information sharing needed to secure cleantech investments. In so doing, the article seeks to shed greater light on the micro‐level processes contributing to the creation and growth of cleantech investment markets as an essential catalyst and component of the green economy.     

新文化地理学视角下的女性主义地理学研究

在文化地理学研究向新文化地理学转向、女性主义运动蓬勃发展、女性主义理论在跨学科过程中日益完善的背景下,西方女性主义地理学从女性经验、性别权利、女性内部差异入手,提供了以女性主义视角分析地理学问题的新的发展领域,并发展出质疑与抵抗男性权威话语的学科范式。本文依循女性主义地理学中对身体、工作、空间和国家/民族等主要议题的探讨,梳理西方学者的研究进展,以期对本土研究提供有益借鉴。