越南制造业在全球价值链的位置研究  

Research on the Position of Vietnamese Manufacturing in Global Value Chain

作　　者：黄郑亮 HUANG Zhengliang

机构地区：[1]华东师范大学国际关系与地区发展研究院

出　　处：《东南亚研究》2019年第5期86-108,156,共24页Southeast Asian Studies

基　　金：2019年度上海市人民政府决策咨询研究基地年度课题“全球价值链结构性调整与上海对策研究”(2019-GR-13)

摘　　要：目前,全球价值链已经成为经济全球化的重要表现形式之一。越南制造业通过参与国际贸易和分工体系,成功嵌入全球价值链。在全球价值链中,越南制造业尚处于低增加值的“制造端”位置,具有承接国际产业转移、劳动密集型产业为主导、依赖国际供应链和销售链等三大特征。同时,在全球价值链的动态变迁中,越南制造业还将受到分工模式升级、发展路径单一,以及全球与区域价值链相贯通的综合影响。近年,随着中美贸易摩擦频发,全球价值链的“制造端”向越南进一步偏移,进而在一定程度上扩大了越南对外贸易和生产的水平,这也对越南制造业升级和技术创新提出新的挑战。At present,the global value chain has become the main form of economic globalization. Vietnam’s manufacturing sector is successfully embedded in global value chains through international trade and division of labor. In the global value chain,Vietnam’s manufacturing industry is at the "production end "position with low added value,which has three characteristics,receiving an international industrial transfer,labor-intensive industry-leading, and relying on international supply chain and sales chain. At the same time,in the global value chain,Vietnam’s manufacturing industry will also be affected by the upgrading of the division of labor model,the single development path,and the integration of global and regional value chains. With the frequent trade friction between China and the United States in recent years,on the one hand,the"production end"of the global value chain is further shifted to Vietnam,thus expanding Vietnam’s foreign trade and production level. On the other hand,it also poses new challenges to Vietnam’s manufacturing upgrading and technological innovation.

关 键 词：越南制造业 全球价值链 国际贸易 中美贸易摩擦 中越经贸关系 

分 类 号：F133.335[经济管理—世界经济]