FRAGMENTATION AND CLUSTERING IN VERTICALLY LINKED INDUSTRIES*
研究了两个垂直关联企业（上游劳动密集型、下游面向市场）在低劳动力成本国与大国之间的选址，发现投入产出系数和运输成本决定产业是碎片化还是集聚。
ABSTRACT This paper models the location of two vertically related firms in a low labor cost country and in a country with a large market. The upstream industry is more labor intensive than the downstream industry. We find that spatial fragmentation occurs for low values of the input‐output coefficient and intermediate values of the transport rate, particularly if the countries are very asymmetric in size. Otherwise, we obtain agglomeration either in the low cost country (when the transport rate is low) or in the large market (when the transport rate is high). Multiple agglomerated equilibria arise when the transport cost of the intermediate good is significant.