统计研究 ›› 2022, Vol. 39 ›› Issue (11): 19-31.doi: 10.19343/j.cnki.11–1302/c.2022.11.002

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全球价值链视角下经济内循环测度与应用

陈 普 傅元海   

  • 出版日期:2022-11-25 发布日期:2022-11-25

Measurement and Application of Domestic Economic Cycle from the Perspective of Global Value Chain

Chen Pu Fu Yuanhai   

  • Online:2022-11-25 Published:2022-11-25

摘要: 构建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,是适应我国经济发展面临的条件和环境变化作出的重大决策,但当前仍缺乏规范的内循环测度方法。本文从全球价值链角度,阐述了基于前向链接和后向链接两个维度下的经济内循环测度方法。该方法的优势在于充分考虑了包括中间产品在内的所有产品均需在国内生产、流通、消费的特征。研究表明,2000—2014年样本期内,在国家层面,发达国家如美国和日本内循环较高,德国较低,金砖国家如巴西、印度内循环较高,中国和俄罗斯略低。在三次产业层面,我国农业和服务业内循环程度较高,制造业内循环程度较低。在行业层面,2019年,我国制造业中内循环程度最低的是其他制造业和废弃资源综合利用业,内循环程度较高的是食品、饮料和烟草制造业。扩大内循环对不同行业增加值增长率的影响存在显著差异,典型的如运输设备制造业等会经历更快增长,应着力扩大内循环,但农、林、牧、渔业,食品、饮料和烟草制造业,石油加工、炼焦和核燃料加工业等会经历增长停滞,此类行业应从商品、要素自由流通的角度,降低物流成本、提升内循环质量。

关键词: 内循环, 全球价值链, 总产出

Abstract: Building a new development pattern in which domestic and international double cycles promote each other with the domestic cycle as the main body is a major decision to adapt to the conditions and environmental changes faced by China?s economic development. However, there is no standard method to measure the domestic cycle. From the perspective of global value chain, this paper proposes a measurement method of the domestic cycle from two dimensions: forward link based on domestic demand and backward link based on domestic supply. The advantage of this method is its consideration that all products, including intermediate products, need to be produced, circulated and consumed in China. The results show that between 2000 and 2014,at the national level, developed countries such as the United States and Japan have high levels of domestic cycle, Germany is lower, BRICS countries such as Brazil and have high levels of domestic cycle, and that of China and Russia was slightly lower. At the level of the three industries, the degree of the domestic cycle in agriculture and service industry is high, while the degree of the domestic cycle in manufacturing is low. At the industry level, in 2019, the lowest degree of domestic cycle in the manufacturing is in other manufacturing and recycling, while the food, beverage and tobacco industry has high levels of domestic cycle. There are significant differences in the impact of expanding the domestic cycle on the growth rate of added value in different industries. Typically, the transportation equipment manufacturing would experience faster growth, and domestic cycle should be amplified in this industry; but the agriculture, animal husbandry, forestry, and fishing industry, food, beverage, and tobacco industry, and the coke, refined petroleum and nuclear fuel industry would experience growth stagnation, so the logistics cost of such industries should be reduced, and domestic cycle quality be promoted, from the angle of liberal circulation of commodities and factors.

Key words: Domestic Cycle, GVC, Total Output