交通运输业是国民经济不断发展的重要基础产业，是所有经济和社会活动的载体， 其核心的宗旨就是实现各要素的流通。对外贸易和交流的中枢作用就是利用交通基础设 施建设实现的，地域经济的发展离不开交通基础设施的完善。研究交通基础设施对制造 业企业库存水平的影响，本质上就是研究交通基础设施的经济增长效应，从而为政府制 定交通基础设施投资政策提供相关对策建议，也为制造业企业生产经营提供决策指导。 政府通过制定交通基础设施建设的投资政策对经济进行宏观的调控，推动着我国经济又 好又快增长，但是我国领土旷阔，发展的差异性存在于区域经济发展和交通基础设施建 设中，所以我们通过研究交通基础设施对制造业企业库存的影响，就是进一步探讨了交 通基础设施如何促进经济增长。 本文在研究交通基础设施的经济增长效应时，制造业企业库存管理水平的高低在很 大程度上会受到交通基础设施的影响，我们从微观的角度对其进行分析很有必要。根据 这一部分的基本内容，总结出了包括交通设施和制造业企业在内的，其发展过程中的实 际情况，然后通过相应的库存模型（S，s）模型以更直观地对其进行分析，得到交通基 础设施影响企业库存的途径，其对制造业企业库存的影响可以分为两个方面，即降低企 业库存水平和提高企业库存水平。具体而言：一是交通基础设施水平的提高可以降低运 输成本，缩短运输时间，从而降低库存水平；二是交通基础设施水平的提高有利于扩大 企业市场规模，增加产品需求，从而提高库存水平。在这两种影响的共同作用下，交通 基础设施体现出对库存水平的影响就是其综合的作用的结果。实证分析部分，本文利用 2007年—2018年以来，我国30个省份分析总结了交通基础设施对制造企业库存水平产 生的影响。结果表明，在这一时期，公路基础设施与制造企业库存水平存在显著的正相 关关系，尤其是等级公路能够显著的增加制造业库存水平；铁路基础设施与制造业企业 库存水平存在显著的负相关关系；在考虑遗漏代理控制时公路基础设施的影响程度有所 下降，而铁路基础设施的影响程度有所上升；交通基础设施对制造业企业库存的影响存 在很强的地域性特征；不仅如此，制造业企业的库存水平还受到了来自企业的销售产值 等因素和宏观因素的影响。 关键词：交通基础设施，规模以上制造业，企业库存水平，经济增长 ii Abstract TransportationInfrastructureconstructionisanimportantpartofgovernment expenditure,whichaimstopromotethecirculationofpeople,goodsandinformation.The transportationinfrastructureisthekeymediumofeachregion'sexternalcontact,amore maturetransportationsystem,willprovidethestrongsupporttotheregionaleconomic development.Tostudytheimpactoftransportationinfrastructureontheinventorylevelof manufacturingenterprisesisessentiallytostudytheeconomicgrowtheffectoftransportation infrastructure,soastoproviderelevantcountermeasuresandsuggestionsforthegovernment toformulatetheinvestmentpolicyoftransportationinfrastructure,italsoprovidesthe decision-makingguidancefortheproductionandoperationofthemanufacturingenterprise. Thegovernmenthasmademacro-controlovertheeconomybyformulatinginvestment policiesfortheconstructionoftransportationinfrastructure,whichhaspromotedthesound andrapidgrowthofoureconomy,butourterritoryisvast,therearestillproblemsof unbalanceddevelopmentineconomicdevelopmentandconstructionoftransportation infrastructure.Therefore,howtoevaluateandunderstandtheeconomicgrowtheffectof transportationinfrastructuremorecomprehensivelyhasbecomeachallenging,urgentand StrategicResearchTopicinthefieldoftransportationeconomyandeconomicgrowth. Inthispaper,whenwestudytheeconomicgrowtheffectoftransportationinfrastructure, wechoosethechannelthattransportationinfrastructureaffectstheinventorylevelof manufacturingenterprises,andanalyzeitsmicro-mechanism.Whenanalyzingtheimpactof transportationinfrastructureconstructiononinventorylevelfromthetheoreticalpointofview, thispaperanalyzesthecurrentsituationoftransportationinfrastructureandinventoryof manufacturingenterprises,andthroughanalyzingtheinventorymodel(S,s)model,the influenceoftransportationinfrastructureonenterpriseinventorycanbedividedintotwo aspects,thatis,reducinginventorylevelandimprovinginventorylevel.Specificallyspeaking: First,theimprovementoftransportinfrastructureconstructionisconducivetoreducing transportcostsandshorteningtransporttime,thusreducingthelevelofinventory;second,the improvementoftransportinfrastructureconstructionisconducivetoexpandingthemarket scaleofenterprisesandincreasingthedemandforproducts,toincreaseinventorylevels. Underthejointeffectofthetwoeffects,theeffectofthetransportationinfrastructureonthe inventorylevelistheresultofitscomprehensiveeffect.Inthepartofempiricalanalysis,this paperanalyzestheimpactoftransportationinfrastructureconstructionontheinventorylevel ofChinesemanufacturingenterprisesbyusing2007-2018provincialpaneldata.Theresults iii showthatthereisasignificantpositivecorrelationbetweenroadinfrastructureandthe inventorylevelofmanufacturingenterprisesinthisperiodThereisasignificantnegative correlationbetweenrailwayinfrastructureandtheinventorylevelofmanufacturing enterprises,andtheinfluencedegreeofhighwayinfrastructuredecreaseswhilethatofrailway infrastructureincreaseswhenconsideringtheomissionofagentcontrolDifferenttypesof transportinfrastructurehavedifferenteffectsontheinventoryofmanufacturingenterprisesin theMidwesternSectionalFigureSkatingChampionships;Moreover,theinternalfactorssuch assalesoutputvalueandthemacro-factorssuchasregionalfixedassetinvestmenthave differentcorrelationeffectsontheinventorylevelofmanufacturingenterprises. Keywords:Transportationinfrastructure,Manufacturingabovescale,Enterprise inventorylevel,Economicgrowth iv 目录 第一章绪论.............................................................................................................................1 1.1研究背景及研究意义......................................................................................................1 1.1.1研究背景................................................................................................................1 1.1.2研究意义................................................................................................................2 1.2国内外研究综述..............................................................................................................3 1.2.1交通基础设施与经济发展的相关研究................................................................3 1.2.2交通基础设施与市场规模的相关研究................................................................4 1.2.3经济发展与库存水平的相关研究........................................................................6 1.2.4交通基础设施对企业库存影响的相关研究........................................................7 1.2.5研究述评................................................................................................................9 1.3研究框架及内容............................................................................................................10 1.3.1研究框架..............................................................................................................10 1.3.2研究内容..............................................................................................................10 1.4研究方法与创新点........................................................................................................11 1.4.1研究方法..............................................................................................................11 1.4.2创新点..................................................................................................................12 第二章交通基础设施对企业库存影响的理论基础...........................................................13 2.1库存理论........................................................................................................................13 2.1.1库存水平..............................................................................................................13 2.1.2库存成本..............................................................................................................13 2.1.3库存控制模型......................................................................................................14 2.2交易成本理论................................................................................................................15 2.3新经济地理理论.........................................