统计研究 ›› 2021, Vol. 38 ›› Issue (4): 16-29.doi: 10.19343/j.cnki.11-1302/c.2021.04.002

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高技术复杂度中间品进口会加剧制造业中间品进口依赖吗?

陈晓华 刘慧 张若洲   

  • 出版日期:2021-04-25 发布日期:2021-04-25

Does Highly Sophisticated Intermediate Goods Importing Raise the Dependence on Foreign Intermediate Goods Manufacturing Industry?

Chen Xiaohua Liu Hui Zhang Ruozhou   

  • Online:2021-04-25 Published:2021-04-25

摘要: 本文在测度制造业和服务业中间品进口技术复杂度的基础上,剖析了中间品进口技术复杂度对中间品进口依赖的作用机制及其作用渠道,并进一步分析了中间品进口技术复杂度对经济量增和质增的作用机制。得到的结论主要有:一是高技术复杂度中间品进口会加剧一国的中间品进口依赖,该结论在多维度检验中均稳健成立,这一机制不仅有助于高技术中间品先发企业成为制衡全球价值链的链主,还容易导致高技术复杂度中间品后发企业成为全球价值链的被俘获者和尾随者;二是高技术复杂度中间品进口通过抑制制造业的资本积累和科研人员规模扩大来加剧高技术复杂度中间品进口国的中间品进口依赖,中国的制造业和服务业中间品进口技术复杂度远高于自身经济发展水平,这使得中国承受的中间品进口依赖压力可能远高于其他国家;三是高技术复杂度中间品进口是经济量增和质增的重要推动力量,促进经济量增和质增战略与降低中间品进口依赖战略之间存在潜在冲突,这一潜在冲突也证实了中国当前以国内大循环为主体发展战略的科学性和正确性。

关键词: 技术复杂度, 中间品, 进口依赖, 制造业, 服务业

Abstract: By estimating the import sophistication of intermediate goods of manufacturing and service industries, this paper analyses the effect and mechanism of sophistication of intermediate goods importing influencing the dependence on foreign intermediate goods, and its effect on the quantity and quality improvement of the economy. The results show that firstly highly sophisticated intermediate goods importing will raise the dependence on foreign intermediate goods and the conclusion is robust in the multi-dimensional tests; this mechanism will help sophisticated intermediate goods suppliers become the controller of GVC, and make the importer the captive and follower. Secondly, highly sophisticated intermediate goods importing will have negative effects on the capital accumulation and human resources in R&D in the manufacturing, leading to higher dependence on foreign intermediate goods. The intermediate goods that China imports have much higher sophistication than its developing level, which means that China’s dependence on foreign intermediate goods is higher than the normal level. Thirdly, importing highly sophisticated intermediate goods will greatly promote a country’s economic growth in quantity and quality, so there is a potential conflict between the strategy of promoting economic growth in quantity and quality and the strategy of reducing dependence on imported intermediate goods. This potential conflict also confirms the scientificity and soundness of China’ s current development strategy which takes the domestic cycle as the main body.

Key words: Sophistication, Intermediate Goods, Dependence on Importing, Manufacturing Industry, Service Industry