统计研究 ›› 2022, Vol. 39 ›› Issue (5): 3-22.doi: 10.19343/j.cnki.11–1302/c.2022.05.001

• •    下一篇

区域垂直专业化分工与出口产品竞争力提升——基于区域贸易增加值分解的新视角

何雅兴 马 丹   

  • 出版日期:2022-05-25 发布日期:2022-05-26

Regional Vertical Specialization and Enhancement of Export Competitiveness: A New Perspective Based on the Decomposition of Regional Trade Value Added

He Yaxing & Ma Dan   

  • Online:2022-05-25 Published:2022-05-26

摘要: 本文旨在揭示我国各个区域各个部门的增加值构成特征、垂直专业化分工程度和出口产品竞争力情况,分析不同类型垂直专业化分工对区域出口产品竞争力的影响。本文构建异质性区域间投入产出表,建立我国省级区域增加值分解测算框架,从单一全球价值链分工、国内价值链和全球价值链协同分工视角进行对比分析。研究发现:我国各区域各部门仍以区域内贸易为主;对于价值链贸易,东部地区和制造业部门更集中于全球价值链分工,中西部地区和初级产品部门更集中于国内价值链分工。从价值链分工视角来看,单一全球价值链分工的延伸难以持续提升出口产品竞争力,协同国内价值链和全球价值链的双重分工是出口产品竞争力提升的可行路径。本文的创新之处在于将全球价值链和国内价值链测算纳入统一的框架中,从价值链分工视角对区域出口产品竞争力提升路径进行了探索。本文为分析我国区域层面贸易增加值提供了方法框架,论证了在国内外双重价值链中提升我国出口产品竞争力的可行路径;为依托以国内大循环为主体、国内国际双循环相互促进的新发展格局,促进产品竞争力提升和区域经济高质量发展提供重要的参考依据。

关键词: 国内价值链, 全球价值链, 产品竞争力

Abstract: The paper aims to reveal the characteristics of the value-added composition, the degree of vertical specialization and the competitiveness of export products in various regions and sectors in China, and to analyze the impact of the vertical specialization of different types on the export competitiveness. It constructs a heterogeneous inter-regional input-output table, establishes a regional value-added decomposition framework at the provincial level, and conducts a comparative analysis from the perspectives of GVC alone, NVC and GVC combined. The study finds that China’s various regions and sectors are still dominated by intra-regional trade; for value chain trade, the eastern coastal areas and the manufacturing sector are more concentrated in GVC, and the central and western regions and the primary product sector are more concentrated in NVC. From the perspective of the value chain division, it is difficult for the extension of GVC to continuously improve the export competitiveness; coordinating GVC with NVC is a viable path to enhance the export competitiveness. The innovation of this paper is that it brings GVC and NVC into a unified framework, and explores ways to improve the competitiveness of regional export products from the perspective of the value chain division. This paper provides a framework for the analysis of China’s regional trade value added, demonstrates a feasible path to enhance the competitiveness of China’s export products in the dual value chain. Based on the domestic and foreign dual-cycle system, it provides an important reference for promoting export competitiveness and regional high-quality economic development.

Key words: National Value Chain, Global Value Chain, Product Competitiveness