Влияние отраслевых кластеров на результативность деятельности российских частных компаний: межотраслевой анализ

Вопросы экономики. 2022. № 11. С. 90–116.

Zyuzin A., Demidova O.

This paper discovers the sustainability of agglomeration externalities and
robustness issues for Russian private real sector companies between 2011 to 2018.
Agglomeration effects are measured with the Ellison—Glaeser index (industry
is supposed to be clustered in certain region(s) if the EG value is high). Firms’
sales margin was chosen as the main performance characteristic (dependent
variable). The sample was divided into six aggregated groups (agriculture,
mining, manufacturing, transport, IT, services). For each of them, sustainability
and robustness of the concentration effect were checked using OLS estimates
obtained for each year. Companies, located in and out of the cluster were
studied separately. Strong, sustainable, and positive concentration effects were
found for the agricultural, mining and transport industries. Sustainable negative
agglomeration effects appear for the manufacturing and service industries. For IT
companies located inside the industry cluster the agglomeration effect appeared
to be negative and for those outside it — positive.

Keywords: агломерация, agglomeration, российские предприятия, Russian enterprises, industry cluster, Ellison-Glaeser localization index, отраслевой кластер, индекс локализации Эллисона-Глейзера