基于不同贸易方式生产异质性的中国地区出口增加值分解  

Value added Decomposition on China's Regional Exports Based on the Heterogeneity of Trade Mode

作　　者：段玉婉[1] 杨翠红[2] Duan Yuwan;Yang Cuihong

机构地区：[1]中央财经大学国际经济与贸易学院,100081 [2]中国科学院数学与系统科学研究院,中国科学院大学,100190

出　　处：《世界经济》2018年第4期75-98,共24页The Journal of World Economy

基　　金：国家自然科学基金项目(71704195、71673269、71473244)的资助。

摘　　要：本文考虑中国加工出口和一般出口的生产异质性,在中国地区间投入产出模型中单独区分加工贸易,并按照增加值来源和出口路径对2002及2007年各地区出口进行分解。结果表明,加工出口比重的不同是各地区出口增加值来源差异巨大的一个重要原因。若不单独区分加工贸易,将严重高估各地区出口中的本地增加值份额,夸大地区间实际出口价值的差异,使一些变量的时间变化趋势与实际相反。此外,随时间来看,各地区出口生产特别是加工出口生产的国内分工程度显著加深,内陆地区通过为沿海出口生产提供中间品而日益深入地参与国际分工。By taking full account of heterogeneity of trade mode in China,this study proposes an interregional input-output model in which processing exports is separated from other productions at regional level.Using this model,we further decompose the regional exports into several components by value added sources and by export routes.Serval interesting findings are observed.First,processing export shares is a good explanation for the different value added sources in exports across regions;Second,the studies that fail to separate the processing exports apart from other productions at regional level will seriously overestimate the local value added content in exports,exaggerate the interregional disparity in value added exports,and even lead to completely wrong conclusions on their temporary changes.Third,overtime,the production of exports in China,particularly processing exports,became more domestically fragmented.The inland regions are increasingly involved into the international fragmentation by providing more intermediate inputs to export production in coastal regions.

关 键 词：加工贸易 投入产出模型 国内价值链 增加值分解 

分 类 号：F10[经济管理—世界经济] F14