The transportation infrastructure represented by subway has a significant impact on the location behavior of enterprises, but there is little literature to provide micro evidence for the location of enterprises in the city, and its agglomeration theoretical mechanism needs to be investigated. Based on the monopoly location competition model, this article firstly constructs an enterprise location selection model containing information externality and effective market demand, to theoretically analyze the location-agglomeration mechanism of service enterprises. Secondly, ArcGIS is used to divide Beijing into 16571 1km×1km homogeneous spaces, which are matched with the data of newly registered industrial and commercial enterprises in Beijing obtained by Python data mining technology. On this basis, the agglomeration effect and enterprise location mechanism of subway opening are empirically tested by using instrumental variable 2SLS method and PSM multi-stage did method, so as to test the theoretical hypothesis. Our results show that the opening of subway increases the agglomeration willingness of service enterprises by 53.8%. The mechanism test results show that the subway promotes the agglomeration of producer services by expanding the information externality of innovation activities, and promotes the agglomeration of living services by improving the effective market demand. Further research has found that the opening of new subway lines at transfer nodes and non-main urban areas promotes more service industry enterprises to choose locations along the route, resulting in a higher agglomeration effect of service industry enterprises.
FENG Guo-qiang
,
WANG Tian-le
. Study on the opening of subway and location selection of service enterprises and their agglomeration effects[J]. Urban Problems, 2024
, 344(3)
: 79
-90
.
DOI: 10.13239/j.bjsshkxy.cswt.240308
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