张倩 徐晟翔 庄佩芬

摘 要：【目的/意义】掌握我国台湾电子信息产业在大陆的发展状况，分析其在大陆区位选择过程中的影响因素，有利于促进两岸电子信息产业整合优化。【方法/过程】选取2007-2018年大陆18个省市面板数据，分析台湾电子信息产业FDI在大陆区位选择的影响因素及异质性。【结果/结论】台湾地区电子信息产业在大陆投资规模持续走低，投资区位已逐步向中西部扩张和转移;影响台湾电子信息产业在大陆投资的主要因素有劳动力成本、劳动力受教育水平、前期台资积累水平、税负水平。两岸应加强电子信息产业对接，推动产业整合，深化两岸经贸交流。

关键词：台湾;电子信息产业;对外直接投资;区位选择

中图分类号：F426文献标志码：A文章编号：1637-5617（2021）02-0008-08

Abstract： 【Objective/Meaning】Grasping the development status of Taiwan regions electronic information industry in the Chinese mainland and analyzing its influencing factors in the process of locational choice in the Chinese mainland are conducive to promoting the integration and optimization of the cross-strait electronic information industry. 【Methods/Procedures】Based on the panel data of 18 provinces and cities in the Chinese mainland from 2007 to 2018， the influencing factors and heterogeneity of FDI locational choice of Taiwan regions electronic information industry in Chinese mainland were analyzed. 【Results/Conclusions】The investment scale of Taiwan regions electronic information industry in Chinese mainland has continued to decline and the FDI location has been gradually expanded and transferred to the central and western regions. The main factors affecting the FDI of Taiwan regions electronic information industry in Chinese mainland included the labor cost， education level of labor force， accumulation level of Taiwan regions capital in the early stage and tax burden level. Therefore，the Chinese and Taiwan mainland should strengthen the connection of electronic information industry， promote the industrial integration， and deepen the economic and trade exchanges.

Key words： Taiwan; electronic information industry; FDI; locational choice

電子信息产业是创新最活跃、带动性最强、渗透性最广的领域，两岸在电子信息产业上已形成了良好的双向促进关系。但近年来由于受到金融危机、劳动力成本提高以及中美贸易摩擦的影响，台湾对大陆电子信息产业投资有所减少。在经济全球化、市场一体化不可逆转的趋势下，深入分析台湾对大陆电子信息产业投资区位选择的影响因素及其规律，有利于促进两岸产业互补对接，并可为地方政府吸引台资发展电子信息产业提供参考。综合考虑两岸统计口径差异和研究数据的可获取性及延续性，本研究中电子信息产业包括：电脑、电子产品及光学制品制造业，电子零组件制造业。……