产业基本性与重点产业选择

在国家提出发展战略性新兴产业的大背景下，本文将技术结构意义上的“基本”性和技术进步潜力结合起来，归纳出重点产业选择的内在逻辑，并从理论的角度论证了其对经济增长的意义。本文进一步给出了基于投入产出表数据来辨别重点产业的数值方法。基于矩阵三角化方法的数值分析发现，我国的重点产业包含通信设备、计算机及其他电子设备制造业，通用与专用设备制造业，交通运输设备制造业。本文也同时计算出了我国重点产业的竞争力水平，并开展了国际比较。测算结果表明：通用与专用设备制造业，交通运输设备制造业的竞争力相对较强，而通信设备、计算机及其他电子设备制造业中的生产性投入品的竞争力则相对较弱。

Basicness of Industries and Key Industry Selection

In the background of China’ s plan to develop “strategic emerging industries”, this paper introduces a new concept of “key industries” with its internal logic, and studies its theoretic significance for economic growth, based on the definition of “basicness” in technical structure theory and technological progress potential. Furthermore, this paper proposes a quantitative method for the identification of key industries on the basis of input-output table data. This method also can be used for selecting key industries for industrial policy.The quantitative analysis based on matrix triangularization shows that China’ s key industries include communication devices, computers and other electronic equipment manufacturing, general and specific equipment manufacturing, and transportation equipment manufacturing. Meanwhile, we also calculate the competitiveness indices for those sectors and compare them with other countries. The results show that in China the sectors of “general and specific equipment manufacturing” and “transportation equipment manufacturing” are competitive, while the competitiveness of the sector of “communication devices, computers and other electronic equipment manufacturing” is relatively low.