摘要
中国对外直接投资深刻影响着中国与东道国在国际生产分工中的关联关系。文章基于增加值的双边贸易流分解数据,构建了投资东道国与中国的前后向价值链关联指数,全面考察了东道国与中国的价值链关联特征和中国OFDI对东道国与中国双边价值链关联的影响及其作用机制。研究发现:(1)东道国与中国的价值链关联具有非均衡特征;(2)中国对外直接投资显著提升了东道国同中国的前后向价值链关联,且相对于东道国同中国的前向价值链关联,中国OFDI更能提升东道国同中国的后向价值链关联,该结论具有一定的稳健性;(3)分国家和区域来看,相对于高收入国家和非“一带一路”沿线国家,中国OFDI更能提升中低收入国家和沿线国家与中国的价值链关联;分行业来看,中国OFDI对东道国制造业同中国双边价值链关联的正向促进效应高于服务业,且更能促进东道国技术密集型制造业和服务业同中国的前向价值链关联,以及劳动密集型制造业同中国的后向价值链关联;(4)机制分析发现,中国OFDI能够通过降低贸易成本和提高价值链生产分工效率来提升东道国与中国的前后向价值链关联。研究对中国深入推进“双循环”发展战略,打造以中国为主要参与主体的国际价值链体系具有一定的参考和借鉴意义。
Since the 1990s,globalization has entered the era of global value chains with the development of trade in interme⁃diate goods and the advancement of vertical specialization across borders.In the global value chain division of labor system dominated by developed countries,developing countries represented by China have been in the low value-added link for a long time,facing the development dilemma of“low-end embedding”and“low-end locking”,and the global value chain di⁃vision of labor is in urgent need of optimization and reshaping.In the new century,China has actively participated in the glob⁃al value chain division of labor system as a builder through its outbound investment layout,and Chinese OFDI has profoundly influenced the association between China and host countries in the international division of production.Unlike the existing lit⁃erature has mainly examined the impact of cross-border investment on a country's linkages with global value chains in gener⁃al,and studies of regional value chains have less often included international capital factor flows in the analytical framework.This article constructs the bilateral value chain linkage index between the host country of investment and China from the backward demand and forward supply perspectives based on the decomposition data of bilateral trade flows of value added,and comprehensively examines the value chain linkage characteristics between the host country and China.In addition,this article focuses on the impact effect of Chinese OFDI on the bilateral value chain linkage between the host country and China,and examines in depth the channels and impact mechanisms of Chinese OFDI on the value chain linkage between the host country and China on the basis of theoretical analysis.According to the research,it is found that first,the value chain linkag⁃es between host countries and China show heterogeneity and unbalanced characteristics.Second,Chinese OFDI significantly enhances the forward and backward value chain linkages between host countr
作者
黄晓燕
陈李强
Huang Xiaoyan;Chen Liqiang
出处
《南方经济》
CSSCI
北大核心
2023年第7期112-134,共23页
South China Journal of Economics
基金
国家社会科学基金青年项目“区域价值链视角下推动‘一带一路’建设的产业选择与合作路径研究”(21CJL030)
新疆大学哲学社会科学培育项目“双向FDI促进产业链价值链升级的路径研究”(22CPY054)
新疆维吾尔自治区高校科研计划项目“南疆因地州实现可持续性脱贫模式的路径与对策”(XJEDU2018SY003)的资助。
关键词
对外直接投资
价值链关联
全球价值链
贸易成本
Outward Foreign Direct Investment
Forward Value Chain Linkage
Backward Value Chain Linkage
Trade Costs
