英文文献：Revealed Relatedness: Mapping Industry Space-揭示相关性:映射产业空间
英文文献作者：Frank Neffke,Martin Svensson Henning
英文文献摘要：
In this paper we measure technological relatedness between industries using a dataset on product portfolios of plants. For this purpose we first develop a general methodology to extract data on co-occurrences of classes (e.g. industries) in a single entity (e.g. a plant) to construct estimates of the relatedness between the classes. The core assumption, in line with the concept of economies of scope, is that if two products are produced in the same plant, this is an indication of relatedness between the industries the two products are a part of. Unlike earlier methods, we arrive at a Revealed Relatedness (RR) index that can be interpreted on a ratio scale, allows for the use of indirect (i.e. not directly observed) information on industry relatedness, and conceptualizes relatedness as being asymmetric or directed. Direction of relatedness provides information on, for example, the most likely direction of spillovers between two classes. We also graph the RR matrices using methods borrowed from social network analysis. The result is a visualization of the “industry space” and how that changes over time with structural transformation of the economy. In order to test the validity of the framework, the industry space is used to plot structural transformation paths of regions. It is shown that the RR matrix indeed has significant explanatory power for the composition and change of a regions portfolio of manufacturing industries, in spite of the fact that regional information played no role in its derivation. This confirms the quality of our RR estimates.

在本文中，我们使用工厂的产品组合数据集来衡量产业间的技术关联性。为此，我们首先开发一种通用方法来提取类(如工业)在单个实体(如工厂)中共同出现的数据，以构建类之间相关性的估计。与范围经济的概念一致，其核心假设是，如果在同一工厂生产两种产品，这表明这两种产品所属的行业之间存在关联。与早期的方法不同，我们得出了一个可在比率尺度上解释的揭示相关性(RR)指数，允许使用有关行业相关性的间接(即不直接观察到的)信息，并将相关性概念化为不对称或定向的。关联方向提供了有关的信息，例如，两个类之间最可能的溢出方向。我们还利用从社会网络分析中借鉴的方法绘制了RR矩阵的图。其结果是可视化的“产业空间”，以及它如何随经济结构转型而变化。为了检验框架的有效性，利用产业空间绘制区域结构转型路径。结果表明，尽管区域信息对区域制造业产业组合的推导没有作用，但RR矩阵确实对区域制造业产业组合的组成和变化具有显著的解释能力。这证实了我们的RR估计的质量。