经济与管理研究2025，Vol.46Issue(9)：39-55,17.DOI:10.13502/j.cnki.issn1000-7636.2025.09.003
土地征收制度改革与产业结构扭曲度治理
Reform of Land Expropriation System and Governance of Industrial Structure Distortions
摘要
Abstract
Under the dual land ownership system and driven by horizontal benchmarking competition among local governments,the current land expropriation system remains inadequate in terms of compensation standards and procedural norms.This has led to inefficiencies in land resource allocation and has become a significant constraint on regional industrial structural upgrading.Existing literature primarily focuses on the land transfer stage,examining how market-oriented land reforms affect manufacturing efficiency and industrial choices.In contrast,land expropriation,as the precondition for land transfer,receives limited attention. Therefore,this paper,based on a systematic analysis of the practical dilemmas in land expropriation and the urgent needs of regional industrial structure governance,takes the rural land expropriation reform pilot initiated in 2015 as an entry point.By matching a county-level macro database with a micro-level land transaction database,this paper investigates the practical effects of the reform on improving land factor allocation and alleviating industrial structure distortions,thereby promoting regional industrial upgrading.This contributes to the literature on the policy effects of the land expropriation reform and provides theoretical insights for improving land supply mechanisms. From a theoretical perspective,this paper identifies the dual dilemma of land factor allocation in China and examines the internal logic underlying how the land expropriation reform mitigates regional industrial structure distortions.Focusing on two mechanisms—reducing land price distortions and optimizing land use structure—this paper reveals how the reform contributes to alleviating the distortions.On this basis,a difference-in-differences(DID)model is constructed to test the theoretical framework empirically.The results indicate that the reform is conducive to reducing regional industrial structure distortions,and this conclusion remains robust across various specifications.Furthermore,this paper employs a causal forest model to assess the heterogeneity of individual treatment effects.The findings indicate that the impact of the reform varies across different contexts.Heterogeneity analysis reveals that the effectiveness of the reform is influenced by factors such as regional industrial development orientation,fiscal structure,natural endowments,and the degree of marketization. Based on the theoretical and empirical findings,this paper summarizes the main conclusions and offers policy recommendations.These include improving compensation standards and procedures,designing context-specific reform strategies,and promoting the transition from land-based finance.The findings provide theoretical references and policy insights for advancing the market-oriented allocation of land factors,refining the industrial land system,and enhancing the role of effective government regulation.关键词
土地要素市场化改革/土地征收/用地结构/土地配置效率/产业结构扭曲Key words
market-oriented reform of land factors/land expropriation/land use structure/land allocation efficiency/industrial structure distortion分类
管理科学引用本文复制引用
姚鹏,田志进,孙久文..土地征收制度改革与产业结构扭曲度治理[J].经济与管理研究,2025,46(9):39-55,17.基金项目
国家社会科学基金一般项目"水资源刚性约束驱动黄河流域产业转型升级的机理、路径与对策研究"(23BJL117) （23BJL117）
山东省泰山学者工程专项经费(tsqn202312180) （tsqn202312180）
