摘要
本文剖析全球价值链(Global Value Chain,GVC)重构对发展中国家价值链分布的影响机理,并基于2000—2014年世界制造业投入产出数据,度量附加值口径下GVC重构的发生状况,实证检验GVC重构对中国制造业价值链分布的具体影响。研究表明,不同制造行业的GVC重构特征与整体表现出的扩张—收缩—再扩张趋势不尽相同,部分行业呈现持续收缩或持续扩张的特征。根据在发达国家、本国内部、发展中国家三类经济体中的价值链条分布特征差异,可将中国18个制造行业分为"双向挤压型""强劲生长型""GVC主导型""国际产能合作型"四类。依据在GVC重构中的不同表现,本文提出中国各类制造行业的转型升级路径。
The reconstruction of the global value chain has changed the pattern of international production division,and Chinese manufacturing urgently needs to adjust its transformation and upgrading path. This paper analyzes the influence mechanism of reconstruction of the global value chain on manufacturing industry in developing countries,measures the occurrence of reconstruction of the global value chain under added value,and makes an empirical test of how reconstruction of the global value chain affect the value chain distribution of Chinese manufacturing based on the WIOTS from 2000 to 2014. The study results show that the characteristics of reconstruction of the global value chain in different manufacturing industries are not the same as the expansion and contraction of the overall performance,and some industries show the characteristics of continuous contraction or continuous expansion. According to the characteristics of value chain distribution in developed countries,China and other developing countries,we classify Chinese 18 Manufacturing industries into four categories including"bidirectional extrusion industries""strong growth industries""GVC leading industries""international production capacity cooperation industries". Based on the different performances in the reconstruction of the global value chain,this paper puts forward the transformation and upgrading paths of different manufacturing industries.
引文
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