全球价值链分工背景下中国出口价值来源分析  

Analysis of Origin of Value in Chinese Exports under GVC Division of Labor

作　　者：赵素萍[1] 葛明[2] 林玲[3] 

机构地区：[1]四川外国语大学国际商学院,重庆400031 [2]西南大学经济管理学院,重庆400715 [3]武汉大学经济与管理学院,湖北武汉430072

出　　处：《国际商务（对外经济贸易大学学报）》2015年第5期14-23,共10页INTERNATIONAL BUSINESS

基　　金：国家社科基金项目(经济全球化背景下我国对外贸易利益分配研究11BJY113);教育部人文社科项目(中国附加值贸易的测算及其经济效应研究14YJC790158)

摘　　要：全球价值链分工背景下,"贸易转移"和"贸易折返"问题日趋严重,"总值"统计难以追踪出口价值的来源与利益分配。本文基于WIOD数据库和MRIO分析框架,从增值构成、国别贡献、商品结构、产业变动四个层面分析了中国出口额的GVC来源,结果表明:出口国内增加值率呈现"U"型轨迹,近1/4的价值由国外提供;美、日、德等发达国家贡献比较高,发展中国家占比有所提升;中国嵌入GVC的程度不断加深,中间产品贸易贡献的价值逐步提高;主要出口产业国内增加值率较低,且整体趋于下降态势。因而,中国出口增长既有利于本国经济的发展,也是对世界经济的贡献,但中国劳动密集型产业存在价值链"低端锁定"的风险。In the context of global value chain division of labor, with increasingly prominent trade diversion and reentry, it is difficult to trace the origin and distribution of value in exports through the gross statistics. Based on WIOD database and MRIO analysis framework, this paper analyses the GVC origin of Chinese exports from four aspects, including value constitution, country contribution,commodity structure and industrial change. The results show that： Domestic value- added ratio in exports presents a U - shaped track, and nearly 1/4 from abroad; the United States, Japan, Germany and other developed countries make important contributions, while developing countries are also improving; the extent of China＇ s embedded GVC is deepening, and its intermediate goods trade makes increasing contributions; the main export industries have lower domestic value - added ratio, and there is a declining trend. Therefore, Chinese export growth is conducive to its own economic development and the world economy,but the labor-intensive industries run the risk of being locked in the low-end of the global value chain.

关 键 词：全球价值链 贸易增加值 多区域投入产出分析 

分 类 号：F752.62[经济管理—国际贸易]