全球价值链视角下经济失衡再分析  

Further Analysis of Economic Imbalances from Perspective of Global Value Chains

作　　者：白宇飞[1] 孙俊新[1] 陈建[2] 

机构地区：[1]北京第二外国语学院经贸与会展学院,北京100024 [2]中国人民大学经济学院,北京100872

出　　处：《教学与研究》2015年第5期53-61,共9页Teaching and Research

基　　金：教育部人文社科研究基金青年项目"企业异质性视野下中国出口增长的二元边际分析:影响因素和福利效应"(项目号:12YJC790166);北京市哲学社会科学规划项目"推动首都经济发展方式转变的路径选择"(项目号:12JGC110)的阶段性成果

摘　　要：在综述全球经济失衡影响因素的基础上,本文提出基于要素的价值链分工是造成本轮经济失衡规模庞大、持续时间长的决定因素。全球价值链影响经济失衡的机制包括:产业结构的调整、贸易统计向增加值核算转化的内在要求和贸易利得的内涵及决定因素的变化。金融危机之后各国采取的再平衡政策缓解了失衡的规模,但造成失衡的根本性因素没有变化,未来全球经济失衡仍可能加剧。Based on the review of the influenced factors resulting in the global economic im- balance, the paper proposed that the division of the value chain constitutes the decisive factor which caused this round of large scale and long-lasting economic imbalance. The mechanism of the global value chain impacting on the economic imbalance include： the adjustment of industrial structure, the internal demand of transformation of trade statistics to value added accounting. The re-balancing policy adopted by different countries after the financial crisis has eased the scale of the imbalance. But the fundamental factors causing the imbalance remains unchanged. The global economic imbalance will continue to increase in the future.

关 键 词：全球经济失衡 储蓄-投资 汇率 全球价值链 

分 类 号：F113[经济管理—国际贸易]