关键词: 制造业企业, 国内价值链嵌入度, 增加值贸易, 异质性, 服务化

Abstract: Although the national value chain strategy is considered as an important way to promote the development of China’s industry, it is difficult to conduct a systematic analysis at the enterprise level due to the lack of analysis on heterogeneity. In this regard, this paper, by leveraging the dual advantages of value-added trade and micro-measurement, integrates the inter-provincial input-output data, industrial enterprise data and customs data in 2002, 2007, 2010 and 2012, and constructs an analytical framework that can connect new-new trade theory and national value chain. The results show that although China’ s manufacturing industry’ s embeddedness in the national value chain has increased significantly over time, there is a low-end tendency that the industries prefer processing and manufacturing and reject service inputs; even after considering the trade type, regional space and ownership differences, the low-end tendency of embeddedness in the national value chain has not changed; the incumbency effect ( the average weighted change of surviving enterprises ) constitutes the main reason why national value chain embeddedness is biased towards processing and manufacturing and rejects service inputs, so there is a low-end trap of circular accumulation in the integration of the national value chain and China’ s manufacturing industry. The above findings in this article not only supplement the research framework of the national value chain, but also provide a practical reference for promoting the high-quality development of China’s manufacturing industry.

Key words: Manufacturing Enterprises, Embeddedness in National Value Chain, Value-Added Trade, Heterogeneity, Servitization