摘要
数字化浪潮驱动着全球价值链重构,为中国制造业企业提供了后发赶超的绝佳契机;然而,在跨国公司阻截、"逆全球化"思潮与突发公共事件导致全球价值链断裂与科技脱钩风险加剧的背景下,无视数字投入的来源差异而笼统地关注数字化的贸易所得效应难免出现结论偏误。文章基于WIOD投入产出数据库、中国工业企业数据库和海关进出口数据库,识别数字投入的国家属性,检验了依赖不同来源的投入数字化对企业全球价值链分工地位(以出口国内附加值率EDVAR表征)的微观效应。研究发现:(1)国内来源的数字投入对企业EDVAR具有显著的提升作用,而国外来源的数字投入对企业EDVAR具有显著的抑制作用。(2)投入数字化通过成本加成与创新渠道作用于企业EDVAR,且依赖不同来源的投入数字化在各渠道下表现迥异。(3)数字贸易壁垒进一步加剧了国外数字投入对企业EDVAR的抑制作用。文章研究结论为我国制造业走出"自主可控"的数字化之路和实现高附加值创造的"弯道超越"提供了经验证据与政策依据。
The digital wave drives the reconstruction of GVC and provides manufacturing enterprises with an opportunity to achieve GVC upgrading. How to fully release the digital effect and help enterprises break through the low-end lock-in dilemma in GVC has become an important issue. Through the literature review,it is found that the advanced attributes of digital elements and their trade growth effects have been basically recognized in theory. Unfortunately,more convincing quantitative research and micro evidence are scarce.The more critical problem is that the “globalization” and “fragmentation” production characteristics of digital elements directly break the source structure that digital input is limited to domestic.Under the background of the increasing risk of global value chain rupture,ignoring the important role of the digital elements of “other countries” and paying general attention to the effect of digital trade income are prone to lead to wrong conclusions.This paper fully considers the national attribute of digital investment,and comprehensively and objectively evaluates the digital effect. At the theoretical level,drawing on the research framework of Kee and Tang(2016),this paper decomposes the different performance of digital input from different sources in the process of creating domestic value added ratio in exports(EDVAR). At the same time,based on the WIOD input-output database,China’s industrial enterprise database and customs import and export database,this paper empirically tests the micro effect of domestic and foreign digital input on EDVAR.The results show that domestic digital investment has a significant role in promoting EDVAR,while foreign digital investment has a significant inhibitory effect on EDVAR. Input digitization affects EDVAR through cost plus and innovation channels,and depends on digital input from different sources,which has different performance in each channel. Digital trade barriers further aggravate the inhibition of foreign digital investment on EDVAR.The resear
作者
张晴
于津平
Zhang Qing;Yu Jinping(School of Economics,Nanjing University,Nanjing 210093,China;School of Economics and Management,Chuzhou College,Chuzhou 239000,China)
出处
《财经研究》
CSSCI
北大核心
2021年第9期93-107,共15页
Journal of Finance and Economics
基金
国家社会科学基金重大研究专项项目(18VDL014)
安徽高校人文社会科学重点项目(SK2019A0450)。
