COVID-19疫情对全球汽车市场影响的实证分析——基于空间计量模型
Empirical Analysis of the Impact of COVID-19 Epidemic on Global Automobile Market—Based on Spatial Econometric Model
DOI: 10.12677/WER.2021.104018, PDF,  被引量    科研立项经费支持
作者: 吕沛颖:香港中文大学,香港;巫细波, 赖长强:广州市社会科学院,广东 广州
关键词: COVID-19疫情;全球汽车销量;Moran指数;空间杜宾模型;空间溢出效应;COVID-19 Epidemic; Global Car Sales; Moran Index; Spatial Dubin Model; Spatial Spillover Effect
摘要: 全球蔓延的COVID-19疫情对汽车市场形成明显的抑制效应。本文基于Moran指数和空间杜宾模型实证分析了2020年COVID-19疫情对全球汽车市场的影响。研究发现:1) 疫情显著加剧了全球汽车销量下滑且呈现明显的地区差异,严格防控疫情有助于减缓疫情对汽车市场的冲击。2) Moran指数分析结果显示2020年全球汽车销量有显著的空间自相关效应,南亚为汽车销量高值集聚区,非洲为销量低值集聚区。3) 空间杜宾模型估计结果显示存在空间溢出效应,邻近地区的汽车销量会对本地区的销量造成抑制效应,而邻近地区的汽车产量会对本地区的销量有促进效应。最后文章提出了几点促进疫情下全球汽车市场发展的建议。
Abstract: The global spread of COVID-19 epidemic has a significant inhibitory effect on the automobile mar-ket. This paper empirically studied the impact of the COVID-19 epidemic on global automobile market in 2020 based on Moran index and spatial Dubin model. This study found that: 1) The epi-demic remarkably exacerbated the decline in global car sales and showed significant regional dif-ferences. Strict epidemic prevention and control may help to slow down the impact of epidemic on automobile market. 2) Moran index results showed that there was significant spatial autocorrela-tion effect on global car sales in 2020. South Asia was high car sales cluster region, while Africa was low car sales cluster region. 3) Spatial Dubin model estimates showed that there existed spatial spillover effect. Car sales in neighboring areas will have negative effect on local car sales, while car production in neighboring areas will have positive effect on local car sales. In the end, this article put forward some suggestions on promoting global automobile market under the epidemic.
文章引用:吕沛颖, 巫细波, 赖长强. COVID-19疫情对全球汽车市场影响的实证分析——基于空间计量模型[J]. 世界经济探索, 2021, 10(4): 141-151. https://doi.org/10.12677/WER.2021.104018

参考文献

[1] 刘斌, 朱一方, 潘伟, 等. 新冠疫情对我国及全球汽车产业的冲击分析[J]. 汽车纵横, 2020(4): 41-45.
[2] 高运胜, 孙露, 张玉连. 新冠疫情全球蔓延对我国汽车产业链的冲击与机遇[J]. 国际贸易, 2020(11): 36-44. [Google Scholar] [CrossRef] 
[3] 李方生, 赵世佳, 张建杰, 胡友波. 新冠肺炎疫情对汽车产业的影响及应对举措[J]. 科学管理研究, 2021, 39(1): 51-57. [Google Scholar] [CrossRef] 
[4] Wen, W., Yang, S., Zhou, P. and Gao, S.Z. (2021) Impacts of COVID-19 on the Electric Vehicle Industry: Evidence from China. Renewable and Sustainable Energy Re-views, 144, Article ID: 111024. [Google Scholar] [CrossRef] [PubMed]
[5] Kaitwade, N. (2021) COVID-19 Shatters Global Automotive In-dustry; Sales of Metal Powder Take a Nosedive Amid Wavering Demand. Metal Powder Report, 76, 137-139. [Google Scholar] [CrossRef] 
[6] 贾芃菲, 曹一安, 潘雨婷. 新冠疫情对中国汽车行业的影响[J]. 商展经济, 2020(12): 34-36.
[7] 阮祚旻, 刘延朝. 新冠疫情对我国汽车产业的短期冲击探究[J]. 现代商贸工业, 2020, 41(23): 5-6. [Google Scholar] [CrossRef] 
[8] 赵春萍, 林春山, 李冀中. 疫情下的汽车行业发展[J]. 中国金融, 2021(7): 95-96.
[9] Belhadi, A., Kamble, S., Jabbour, C.J.C., Gunasekaran, A., Ndubisi, N.O. and Venkatesh, M. (2021) Manufacturing and Service Supply Chain Resilience to the COVID-19 Outbreak: Lessons Learned from the Automobile and Airline Industries. Technological Forecasting and Social Change, 163, Article ID: 120447. [Google Scholar] [CrossRef] [PubMed]
[10] 陈昊. 全球疫情对我国汽车产业的影响及对策[J]. 宏观经济管理, 2021(5): 69-76. [Google Scholar] [CrossRef] 
[11] 韩冬至. 疫情对中国汽车行业的影响及对策[J]. 河北企业, 2020(11): 61-62. [Google Scholar] [CrossRef] 
[12] 李洋, 张天放. 2020年我国汽车行业发展趋势及政策建议[J]. 辽宁经济, 2020(6): 48-49. [Google Scholar] [CrossRef] 
[13] 黄钊. 疫情下对汽车产业影响及预测[J]. 时代汽车, 2020(3): 20-21.
[14] 阎惠全. 新形势下汽车行业销售新模式的探究[J]. 今日财富, 2020(19): 59-60.
[15] 彭庆超, 孔诗洋, 孙萌. 疫情影响下我国新能源汽车行业面临的困难及政策建议[J]. 北方经济, 2020(9): 42-44.
[16] Ivanov, D. and Dolgui, A. (2020) Viability of Intertwined Supply Networks: Extending the Supply Chain Resilience Angles towards Survivability. A Position Paper Motivated by COVID-19 Outbreak. International Journal of Production Research, 58, 2904-2915. [Google Scholar] [CrossRef] 
[17] Nakamura, H. and Managi, S. (2020) Airport Risk of Importation and Exportation of the COVID-19 Pandemic. Transport Policy, 96, 40-47. [Google Scholar] [CrossRef] [PubMed]
[18] Moran, P. (1950) Notes on Continuous Stochastic Phe-nomena. Biometrika, 37, 17-23. [Google Scholar] [CrossRef] [PubMed]
[19] Anselin, L. (1995) Local Indicators of Spatial Association-LISA. Geo-graphical Analysis, 27, 93-115. [Google Scholar] [CrossRef] 
[20] Kelejian, H.H. and Prucha, I.R. (1998) A Generalized Spatial Two-Stage Least Squares Procedure for Estimating a Spatial Autoregressive Model with Autoregressive Dis-turbances. Journal of Real Estate Finance and Economics, 17, 99-121. [Google Scholar] [CrossRef] 
[21] 巫细波, 张小英, 葛志专, 赖长强. 我国COVID-19疫情时空演变特征研究——基于314个城市329天面板数据[J]. 地域研究与开发, 2021, 40(1): 1-6. [Google Scholar] [CrossRef] 
[22] 巫细波, 程风雨, 罗谷松. “一带一路”沿线汽车市场时空变化特征及影响因素研究: 基于2005-2017年面板数据[J]. 世界地理研究, 2020, 29(4): 814-824. [Google Scholar] [CrossRef]