University:
Boston University
Course:
CAS PO 501 | Formal Political Theory
Academic year:

2021
Views:

82

Pages:

21
Author:

edipico81jm

FIGURE 1: MAP OF CLUSTER INDEX ACROSS CHINA 1 FIGURE 2: LOG CLUSTER INDEX 2004, 2008 vs 1995 (SAIC registration data) Note: We use SAIC registration data to compute the cluster index in this figure for all the three years because the China Industry Census 1995 does not include firms in the service and agricultural sectors. 2 FIGURE 3: NUMBER OF REGISTERED FIRMS IN 2018 (‘000) BY INDUSTRY GROUP FIGURE 4: EMPLOYMENT IN 2018 (‘000) BY INDUSTRY GROUP 3 FIGURE 5: FIRM ATTRIBUTES, HIGH VS LOW CLUSTER COUNTIES Note: Computed by authors based on ESIEC survey. The attributes are the proportion of firms in the county whose primary supplier is located in the same country (MLocalSup), whose primary customer is located in the same county (MLocalCon), who have stable suppliers (StableSup), have stable clients (StableCon), have undertaken a process innovation (New-Process), have positive online sales (Online) and who sell on credit to their largest client (MSellCredit). Moreover, we show inventory as a proportion of working capital (Stock), and percentage of employees who are local residents (LocalEmpRa). 4 TABLE 1: CLUSTER INDEX AND FIRM ATTRIBUTES 5 FIGURE 6: PERCENT FIRMS REOPENING AFTER NEW YEAR IN FEBRUARY & MAY 2020, BY INDUSTRY GROUP 6 FIGURE 7: SCATTERPLOT OF (LOG) CLUSTER INDEX VS LOCAL COVID INFECTION RATE FIGURE 8: SCATTERPLOT OF COVID INFECTION RATE: LOCAL VERSUS ENTREPRENEUR HOMETOWN 7 FIGURE 9: SCATTERPLOT OF (LOG) CLUSTER INDEX VS (LOG) POPULATION DENSITY OF ENTREPRENEUR HOMETOWN FIGURE 10: SCATTERPLOT OF (LOG) CLUSTER INDEX VS SPATIAL CONCENTRATION (LOG HHI) OF ENTREPRENEUR HOMETOWN 8 FIGURE 11: PER CAPITA ENTRY REGRESSION INTERACTIONS BETWEEN MONTH DUMMIES AND 2020, SEPARATELY BY HIGH AND LOW CLUSTER COUNTIES 9 FIGURE 12: PER CAPITA ENTRY REGRESSION INTERACTIONS BETWEEN LNCLUSTER AND NUMBER OF MONTHS FROM NEW YEAR 10 TABLE 2: PER CAPITA ENTRY REGRESSION COEFFICIENTS: INFECTION RATES, INTERACTIONS BETWEEN LNCLUSTER AND NUMBER OF MONTHS FROM NEW YEAR 11 TABLE 3: FIRM REOPENING (RUNWELL2: FEB 2020, RUNWELL5: MAY 2020) LIKELIHOOD REGRESSION ON INFECTION RATE AND CLUSTER INDEX 12 FIGURE 13: PER CAPITA ENTRY REGRESSION INTERACTIONS BETWEEN NUMBER OF MONTHS FROM NEW YEAR AND (LOGS OF) HOMETOWN SPATIAL CONCENTRATION, POPULATION DENSITY AND CLUSTER INDEX 13 TABLE 4: PER CAPITA ENTRY REGRESSION COEFFICIENTS: INFECTION RATES, INTERACTIONS BETWEEN LNCLUSTER, LN HOMETOWN DENSITY AND NUMBER OF MONTHS FROM NEW YEAR 14 TABLE 5: FIRM REOPENING (RUNWELL2: FEB 2020, RUNWELL5: MAY 2020) LIKELIHOOD REGRESSION ON INFECTION RATE, CLUSTER INDEX, HOMETOWN DENSITY AND CONCENTRATION 15 TABLE 6: FIRM REOPENING (FEB 2020) LIKELIHOOD REGRESSION ON FIRM ATTRIBUTES, HOMETOWN DENSITY AND CONCENTRATION 16 TABLE 7: FIRM REOPENING (MAY 2020) LIKELIHOOD REGRESSION ON FIRM ATTRIBUTES, HOMETOWN DENSITY AND CONCENTRATION 17 TABLE 8: ENTRY REGRESSION COEFFICIENTS ACROSS INDUSTRY GROUPS 18 TABLE 9: FIRM REOPENING (FEB 2020) LIKELIHOOD REGRESSION COEFFICIENTS BY INDUSTRY GROUP TABLE 10: FIRM REOPENING (MAY 2020) LIKELIHOOD REGRESSION COEFFICIENTS BY INDUSTRY GROUP 19 DATA APPENDIX Table A1. Variables 𝑖: 𝑐𝑜𝑢𝑛𝑡𝑦, 𝑗: 𝑖𝑛𝑑𝑢𝑠𝑡𝑟𝑦, 𝑡: 𝑦𝑒𝑎𝑟, 𝑚: 𝑚𝑜𝑛𝑡ℎ, 𝑖′(𝑖): 𝑐𝑖𝑡𝑦 𝑡ℎ𝑎𝑡 𝑐𝑜𝑢𝑛𝑡𝑦 𝑖 𝑏𝑒𝑙𝑜𝑛𝑔𝑠 𝑡𝑜. Dataset Registration data China 2008 Economic Census ESIEC (firm level) Variable 𝑃𝑒𝑟𝑓𝑖𝑟𝑚𝑖𝑗𝑡𝑚 𝐿𝑛𝑃𝑜𝑝𝐷𝑒𝑛𝑠𝑖𝑡𝑦𝑖𝑗 𝐿𝑛𝐻𝐻𝐼_𝑏𝑖𝑟𝑡ℎ𝑖𝑗 𝐿𝑛𝐶𝑙𝑢𝑠𝑡𝑒𝑟𝑖 𝑅𝑢𝑛𝑊𝑒𝑙𝑙2 𝑅𝑢𝑛𝑊𝑒𝑙𝑙5 𝑆𝑡𝑎𝑏𝑙𝑒𝑆𝑢𝑝 𝑆𝑡𝑎𝑏𝑙𝑒𝐶𝑜𝑛 𝑀𝐿𝑜𝑐𝑎𝑙𝑆𝑢𝑝 𝑀𝐿𝑜𝑐𝑎𝑙𝐶𝑜𝑛 𝑀𝑆𝑒𝑙𝑙𝐶𝑟𝑒𝑑𝑖𝑡 𝑂𝑛𝑙𝑖𝑛𝑒 𝐿𝑜𝑐𝑎𝑙𝐸𝑚𝑝𝑅𝑎 𝑂𝑓𝑓𝑆𝑒𝑎𝑠𝑜𝑛 Public dataset 𝑃𝑒𝑟𝐼𝑛𝑓𝑒𝑐𝑡𝑖 ′ (𝑖)𝑡𝑚 𝐵𝑃𝑒𝑟𝐼𝑛𝑓𝑒𝑐𝑡𝑖𝑗𝑡𝑚 Meaning log(per capita entry + 0.001) averaged population density. HHI of entrepreneurs’ birth place. clustering index. dummy, = 1 if the interviewed enterprise was in normal operation in Feb. (from ESIEC 2020) dummy, = 1 if the interviewed enterprise was in normal operation in May. (from ESIEC 2020) dummy, = 1 if firm has stable suppliers. (from ESIEC 2017-2019.) dummy, = 1 if firm has stable clients. (from ESIEC 2017-2019.) dummy, = 1 if firm’s largest supplier is local. (from ESIEC 2017-2019.) dummy, = 1 if firm’s largest client is local. (from ESIEC 2017-2019.) dummy, = 1 if firm sales on credit with its largest client. (from ESIEC 2017-2019.) dummy, = 1 if firm has online sales. (from ESIEC 2017-2019.) percentage of local employees. (from ESIEC 2018.) dummy, =1 if firm is off season in Feb/May. (from ESIEC 2018) infected cases of Covid-19 among 10 thousand people. average infected cases of Covid-19 of entrepreneurs’ birth place. 20 Table 1b. MEANS AND STD DEVIATIONS OF KEY VARIABLES Variable 𝑃𝑒𝑟𝑓𝑖𝑟𝑚 𝐿𝑛𝑃𝑜𝑝𝐷𝑒𝑛𝑠𝑖𝑡𝑦 𝐿𝑛𝐻𝐻𝐼_𝑏𝑖𝑟𝑡ℎ 𝐿𝑛𝐶𝑙𝑢𝑠𝑡𝑒𝑟 𝐵𝑃𝑒𝑟𝐼𝑛𝑓𝑒𝑐𝑡 𝑃𝑒𝑟𝐼𝑛𝑓𝑒𝑐𝑡 𝑅𝑢𝑛𝑊𝑒𝑙𝑙2 𝑅𝑢𝑛𝑊𝑒𝑙𝑙5 Obs. 231,080 5,777 5,777 1,438 5,777 265 1,768 1,891 Mean -1.64 -3.76 1.99 -5.02 0.13 0.08 0.22 0.88 Std 1.75 0.69 1.47 0.88 0.16 0.10 0.41 0.41 NOTES: 1. Only private firms are included. 2. For CAIS firm registration dataset, we only consider rural counties. 3. For CAIS registration dataset, we consider 6 months before the lunar New Year and 4 months after the lunar New Year. Years included: 2017 to 2020. 4. Four industries considered: agriculture, manufacturing, business service, residential service: includes following SIC1 and SIC2 industries: Industry Agriculture Manufacturing Business service Residential service one-digit code A C E, G, I, J, K, L, M F, H, O, P, Q, R, S, T two-digit code 01-05 13-43 47-50,53-60, 63-75 51-52, 61-62, 80-97 21

Industrial Clusters and COVID-19 Resilience in China

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