Abstract: Based on the annual valueadded data of 19782016, this paper analyzes and compares the spatial characteristics of the real economy, the fictitious economy and the overall economy from the perspectives of spatial distribution and spatial correlation. The results show that: China's real economy and fictitious economy have obvious spatial heterogeneity, which is reflected in regional differences, spatial autocorrelation characteristics and regional spatial relations. On the other hand, we find that the spatial characteristics of China's real economy are similar to those of the overall economy, while the fictitious economy doesn't have the similarity. In fact, the formulation and implementation of China's regional policy often focus on the real economy, while the attention paid to the spatial balanced development of fictitious economy is insufficient. To a certain extent, it leads to many spatial heterogeneity problems of fictitious economy, such as great regional disparity, low level of global spatial autocorrelation and the alienation of spatial association structure. In the process of formulating and implementing the regional coordinated development strategy, considering the spatial heterogeneity of the real economy and the fictitious economy and reducing the spatial mismatch of the two types of economy are helpful to promote the benign interaction between China's real economy and fictitious economy and build a more robust spatial distribution. 

Key words: real economy, fictitious economy, spatial distribution, spatial correlation

摘要： 基于1978—2016年的年度增加值数据，本文从空间分布和空间关联两个层面解析对比实体经济、虚拟经济乃至整体经济发展的空间特征。本文的主要研究发现：中国的实体经济与虚拟经济具有明显的空间异质性。这种异质性在区域差异、空间自相关特性以及区域空间关联上均有所体现。本文发现中国实体经济的空间特征与总体经济空间特征较为相似，而虚拟经济则不然。事实上，改革开放以来中国区域政策的制定与实施多侧重于实体经济层面，而对虚拟经济区域均衡发展的关注相对不足。这在一定程度上导致，相对于实体经济，我国虚拟经济存在区域差异较大、全局空间自相关水平较低以及空间关联结构异化等诸多空间异质性问题。在区域协调发展战略的制定与实施过程中进一步考虑实体经济、虚拟经济的空间异质性，降低两类经济的空间错配程度，有利于促进中国实体经济与虚拟经济的良性互动，从而实现更为稳健的空间布局，也符合“从全局出发全面综合地考虑区域发展的各个层面、各个环节”的区域协调发展总要求以及定向调控、精准调控的新理念。

关键词: 实体经济, 虚拟经济, 空间分布, 空间关联