中国OFDI如何影响了“一带一路”沿线各国参与GVC的地位?  

How does China’s OFDI Influence GVC Position of Countries along the Belt and Road?

作　　者：孙利娟[1,2] 张晓磊 张二震[1] SUN LiJuan;ZHANG XiaoLei;ZHANG ErZhen(Economics School, Nanjing University, Nanjing 210093;School of International Trade and Economics, Anhui University of Finance and Economics, Bengbu 233030;School of International Economics and Trade, Nanjing University of Finance and Economics, Nanjing 210023)

机构地区：[1]南京大学经济学院,江苏南京210093 [2]安徽财经大学国际经济贸易学院,安徽蚌埠233030 [3]南京财经大学国际经贸学院,江苏南京210023

出　　处：《财贸研究》2020年第9期16-26,共11页Finance and Trade Research

基　　金：江苏省社会科学基金“企业参与GVC分工位置攀升视角下低收入群体就业性收入增长研究(18EYD006)”;江苏高校哲学社会科学基金项目“一带一路沿线国家参与GVC位置下游化的反恐效应研究(2018SJA0250)”。

摘　　要：基于45个“一带一路”沿线国家2005—2017年的面板数据,实证检验中国OFDI对“一带一路”沿线各国参与GVC分工地位的影响。在使用工具变量法控制潜在的内生性问题后,发现中国对“一带一路”沿线各国的OFDI存量每增长1%,就会助推沿线各国的商品出口结构与美日德三国之间的差距缩小3.63%,显著提升了其参与GVC分工地位向典型发达经济体收敛的速度。此外,基于Sobel中介因子方法的路径机制检验结果显示中国OFDI通过技术溢出、中间品贸易和“软性”基础设施三种机制,显著提升了“一带一路”沿线各国参与GVC分工的地位。Based on panel data of 45 countries along the Belt and the Road from 2005 to 2017,this paper empirically tests influence of China’s OFDI on these countries GVC position.After using instrumental variable method to control potential endogeneity,it has found that when China OFDI stock grew by 1%,the gap between these countries commodity export structure to the average commodity export structure of United States,Japan and Germany decreased by 3.63%,which significantly improved its participation in the GVC division of labor to typical developed economy convergence speed.In addition,the path mechanism analysis based on the Sobel intermediary factor method shows that OFDI of China had significantly improved these countries’GVC position through three ways:technology spillover,intermediate goods and soft infrastructure.

关 键 词：GVC分工地位 “一带一路”倡议 OFDI 

分 类 号：F125.1[经济管理—世界经济]