内需主导型全球价值链的概念、特征与政策启示  

The Concepts,Characteristics and Policy Implications of the Domestic Demand Oriented Global Value Chains

作　　者：凌永辉[1] 刘志彪[2] Ling Yong-hui;Liu Zhi-biao

机构地区：[1]南京大学经济学院 [2]南京大学长江产业经济研究院

出　　处：《经济学家》2020年第6期26-34,共9页Economist

基　　金：国家自然科学基金面上项目“中国城镇体系协调发展研究:测度、成因与绩效评价”(71873062);广东省教育科学“十三五”规划2019年度高校哲学社会科学专项研究项目“粤港澳大湾区的产业转移与区域一体化研究”(2019GXJK091)。

摘　　要：中国基于出口导向战略的全球价值链依附性嵌入模式是在国内供给和需求"双弱"背景下的理性选择,但这却造成了内需和出口之间的结构性背离,从而导致本土企业被锁定于全球价值链低端环节。化解这种结构性背离的关键机制,是以动态比较优势构建内需主导型全球价值链,即依靠强大的国内有效需求建立起"以我为主"的全球化产业分工组织机制。内需主导型全球价值链的基本特征,可以概括为拥有自生能力、强调动态竞争、重视大国优势和较长的产业链延伸四个方面。中国构建内需主导型全球价值链,需要从微观层面培育和保护企业家精神,从中观层面维护产业平等竞争,从宏观层面优化政府的经济治理体系。China’s dependency embedding pattern of global value chains(GVCs)under export-oriented strategy is a rational choice in the context of"dual weakness"in domestic supply and demand,which,however,has caused a structural divergence between domestic demand and exports,resulting in local companies being locked in the low value-added segment of GVCs.The key mechanism to resolve this structural divergence problem is to build the domestic demand oriented GVCs based on dynamic comparative advantage,that is,relying on the effective demand of the domestic market to establish a kind of"own initiative oriented"global industrial division mechanism.The essential characteristics of domestic demand oriented GVCs can be summarized as four aspects:viability,dynamic competition,big country advantage and longer industrial chain extension.To build the domestic demand oriented GVCs,China needs to cultivate and maintain entrepreneurship at the micro level,maintain equal competition for industries at the meso level,and optimize the government’s economic governance system at the macro level.

关 键 词：内需主导 全球价值链 大国优势 全球化 

分 类 号：F062.9[经济管理—政治经济学]