摘要
本文基于投入产出模型构建国内价值链分工的定量分析框架,把国内价值链分工划分为嵌套于全球价值链的国内价值链分工(NVC1)和基于内生能力的国内价值链分工(NVC2)两类。通过构建计量模型及中国省际间投入产出表与中国海关数据库的匹配,发现进口贸易影响了国内价值链分工的资源配置,即在推动NVC1开展的同时不利于NVC2的培育。结合进口异质性的影响机理分析发现,对于NVC2的构建而言,中间品进口和加工贸易进口通过促进内资企业成长而产生了更大程度的溢出效应,其替代效应相对较小。结合分工模式异质性的进一步分析发现,进口贸易主要影响的是沿海—内陆地区专业化分工,在带动沿海与内陆地区开展NVC1的同时,很大程度上切断了沿海与内陆地区围绕NVC2的上下游经济关联。推动基于内生能力的国内价值链分工、重塑中国国内价值链,应着眼于优化进口产品结构,促进内资企业成长;实施区域差别的进口政策,协调区域间专业化分工;消除区域市场分割,推动区域经济一体化。
Based on the regional input-output model, this paper establishes a quantitative analysis tool of the national value chain, which can be divided into two categories national value chain embedded in global value chain （NVC1） and national value chain based on endogenous capabilities （NVC2）. Through matching the Chinese MRIO table and Chinese Customs database, we find that imports play the role of resource allocation indeed,which means that imports are not conducive to the cultivation of NVC2, though it has driven NVC1 in China. By analyzing the influence of imports based on the import imports show obvious spill-over effects by promoting the heterogeneity, we find that intermediates and processing growth of domestic enterprises, which leads a relatively small substitution effect in terms of the impacts of NVC2. Based on the heterogeneity of labor division model, we find that the main influence of imports focuses on the specialization between the coastal and inland regions. Imports has promoted NVC1 between the coastal and inland regions, meanwhile it has cut off the economic relations between them based on NVC2. In order to cultivate NVC2 and reshaping China＇s national value chain, we should optimize the structure of import products, implement different import policies among regions and accelerate the process of regional integration.
作者
黎峰
LI Feng(Institute of World Economy of Jiangsu Academy of Social Sciences, Nanjing 210004, China)
出处
《中国工业经济》
CSSCI
北大核心
2017年第9期25-43,共19页
China Industrial Economics
基金
国家社会科学基金一般项目"国家价值链重构与区域经济协调发展研究"(批准号16BJL122)
江苏省社会科学院重点项目"江苏促进智能制造发展政策研究"(批准号1703B)
关键词
进口贸易
国内价值链分工
区域间双边价值链分工
替代效应
溢出效应
imports
division of national value chain
bilateral division of value chain
substitution effect
spill-over effect
