垂直专业化下中国制造业竞争力层次传导效应  

On Hierarchical Conduction Effect of China's Manufacturing Competitiveness under Vertical Specialization

作　　者：梁运文[1,2] 张帅[2] 

机构地区：[1]复旦大学管理学院,上海200433 [2]广西大学商学院,广西南宁530004

出　　处：《财经研究》2011年第12期95-106,共12页Journal of Finance and Economics

基　　金：国家自然科学基金资助项目(70863001);教育部哲学社会科学重大研究课题攻关项目(10JZD0022)

摘　　要：基于竞争力层次传导观,文章对垂直专业化影响中国制造业竞争力层次传导效应进行了系统实证研究。文章首先从资本和劳动密集二维角度,探讨了垂直专业化对中国制造行业竞争力影响的方向与程度,然后通过因素递增多元回归和总体通径分析,探讨了中国制造业竞争力"垂直专业化→生产率→贸易竞争力→产业利润率"层次传导效应。研究发现,目前开放条件下垂直专业化对中国制造业竞争力层次传导的影响存在较显著的递减与断裂效应。对此,文章提出了以中国—东盟自由贸易区(CAFTA)为"外延拓展空间"的突破战略构架。This paper makes a systematic empirical study of the impact of vertical specialization on the hierarchical conduction effect of China＇s manufacturing competitiveness based on the view of hierarchical conduction of competitiveness.Firstly,it discusses the effect of vertical specialization on China＇s manufacturing competitiveness from the capital and labor intensive angles.Then through factor-increasing multiple regression and general route analysis,it analyzes the hierarchical conduction effect of China＇s manufacturing competitiveness,namely from vertical specialization,productivity,trade competitiveness to industrial profitability.It concludes that there are significantly diminishing and breaking effects of vertical specialization on the hierarchical conduction of China＇s manufacturing competitiveness under current opening-up condition.Therefore,this paper proposes a breakthrough strategic framework regarding China-ASEAN Free Trade Area as the extending space.

关 键 词：垂直专业化 竞争力层次传导 递减与断裂效应 突破战略 

分 类 号：F415.1[经济管理—产业经济]