现有企业产品市场竞争地位的研究对政府行为关注不足.本文探讨了市场分割——这一中国特色政府行为对企业产品市场竞争地位的影响及作用机制.利用各地区的商品价格差异度量市场分割,并以异地子公司比例修正市场分割的区域性影响,本文实证发现:市场分割提升了地方国企,尤其是本地化地方国企的产品市场竞争地位.该结论是稳健的,但并不存在于民企中.这表明市场分割对地方国企表现出支持之手,推动了地方国企,尤其是本地化地方国企的产品市场竞争地位.其具体的支持路径还体现在市场分割下地方国企,尤其是本地化国企获得了更多的长期贷款、支付了更低的销售费用.但从长期看,这种支持之手也存在资源诅咒效应,市场分割降低了地方国企,尤其是本地化国企的创新水平.%There is not enough attention paid to government actions in the literature on enterprises' product market competition. Using the regional differences in relative commodity prices to measure the market segmentation, and the proportion of non - local subsidiaries as a modifying factor to amend the regional influence of market segmentation,this paper shows that market segmentation boosts state - owned enterprises' especially local state - owned enterprises' competitive position in product market, this conclusion is robust but does not exist among private enterprises. These results show that market segmentation functions like a " helping hand",which promotes especially local state - owned enterprises' competitive position. Further analysis reveals that market segmentation increases state - owned enterprises' long - term loan, and reduces firms' selling expenses, but then it is found that this "helping hand" also plays a role of "resource curse" in the long run, market segmentation is unfavorable for firm innovation. This paper expands and enriches the research on the product market competition,and provides a micro - explanation for market segmentation's long - term existence, which can help to understand the real function of market segmentation on state - owned enterprises and evaluate Chinese enterprises' competitive position more objectively.
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