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知识跨空间的渗透

The Percolation of Knowledge across Space
Journal of International Economics · 2025 · Cotterlaz, Pierre、Guillouzouic, Arthur

中文摘要

本文表明,地理距离对知识流动的负向效应源于企业如何通过其现有网络获取知识来源。我们首先记录了两个典型事实。第一,总体而言,专利引用流动的距离弹性相当大,且自20世纪80年代以来保持恒定,尽管互联网已经兴起。第二,在微观层面,企业的知识来源网络通过现有知识来源而扩张。我们引入了一个刻画后一现象并在总体层面生成负距离弹性的框架。该模型预测创新者规模服从帕累托分布,且引用距离随创新者规模而增加。这些预测在实证上得到了很好的支持。我们考察了该时期基础参数的变化和地理构成效应。尽管在固定国家构成下距离效应本应下降,但与较大距离弹性相关联的东亚经济体的崛起,补偿了其他国家摩擦的下降。

Abstract

This paper shows that the negative effect of geographical distance on knowledge flows stems from how firms gain sources of knowledge through their existing network. We start by documenting two stylized facts. First, in aggregate, the distance elasticity of patent citations flows is sizable and has remained constant since the 1980s, despite the rise of the internet. Second, at the micro level, firms’ network of knowledge sources expands through existing knowledge sources. We introduce a framework featuring the latter phenomenon, and generating a negative distance elasticity in aggregate. The model predicts Pareto-distributed innovator sizes, and citation distances increasing with innovator size. These predictions hold well empirically. We investigate changes of the underlying parameters and geographical composition effects over the period. While the distance effect should have decreased with constant country composition, the rise of East Asian economies, associated to large distance elasticities, compensated lower frictions in other countries.
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