统计研究 ›› 2019, Vol. 36 ›› Issue (12): 5-14.doi: 10.19343/j.cnki.11-1302/c.2019.12 001

• •    下一篇

全球价值链要素收入与中国制造业竞争力研究

杨勇   

  • 出版日期:2019-12-25 发布日期:2020-12-28

Research on the Competitive Competence of China’s Manufacturing Industry Based on GVC Factor Income

Yang Yong   

  • Online:2019-12-25 Published:2020-12-28

摘要: 由于全球价值链竞争已从“产品”转向“活动”,贸易利益将更加直观地体现为国内要素收入。为此,本文构建了全球价值链收入及其要素分解方法,建立了基于全球价值链要素收入的显性比较优势指数来评价国际竞争力。利用世界投入产出表(WIOT)和社会经济分析数据库(SEA),分行业和要素检验了我国制造业全球价值链显性比较优势的变化。研究发现:我国制造业全球价值链竞争力提升较快,但劳动和有形资本的显性比较优势正在弱化,无形资本的比较劣势仍然明显;我国制造业全球价值链就业增长较快,但服务化和去制造化趋势明显。未来应完善中国制造业全球价值链要素收入和就业监测体系、国内外产业链匹配耦合机制、加速高附加值“活动”专业化进程。同时还要密切监测国内外贸易政策沿全球价值链累积的放大效应,持续提升全球价值链多边协调和治理能力。

关键词: 制造业, 全球价值链收入, 全球价值链就业, 国际竞争力

Abstract: The domain of global value chain (GVC) competition has turned from “product“to “activity” and the domestic factor income other than gross export becomes a more intuitive trade benefit indicator. This paper constructs a method which can account GVC income at the sector and factor level respectively, and then applies it to the competitiveness evaluation for China′s manufacturing industry through the revealed comparative advantage index of GVC factor income. I use WIOT and SEA database to test the change in the RCA of China’s manufacturing GVC by sector and factor. The result is that factor income in China′s manufacturing GVC is growing rapidly, but the revealed comparative advantage of labor and tangible capital is disappearing and the RCA of intangible capital is still obvious comparatively. While GVC employment in China′s manufacturing industry is growing but nonfabricationoriented and serviceoriented trend is obvious. We should improve China’s GVC factor income and employment monitoring, matching mechanism of industrial chain at home and abroad, and promote specialization in high valueadded activities in the future. It is also a key point to build a matching and coordinating mechanism of value chain between home and abroad. Countries should strengthen evaluating the chain effect of accumulation along GVC of international trade policies and promote the competence of the GVC governance and coordination within the framework of multilateralism.

Key words: Manufacturing Sector, Global Value Chain Income, Global Value Chain Employment, International Competitiveness