扩大服务业开放如何影响制造业攀升全球价值链  

How Does Service Industry Opening Affect Manufacturing Industry GVC Upgrading

作　　者：刘星翰[1] 戴翔 何启志 Liu Xinghan;Dai Xiang;He Qizhi(School of Business,Wuxi Taihu University,Wuxi 214064,China;School of Economics,Nanjing Audit University,Nanjing 211815,China;School of Statistics and Mathematics,Zhejiang Gongshang University,Hangzhou 310018,China)

机构地区：[1]无锡太湖学院商学院,江苏无锡214064 [2]南京审计大学经济学院,江苏南京211815 [3]浙江工商大学统计与数学学院,浙江杭州310018

出　　处：《中国科技论坛》2022年第7期53-64,共12页Forum on Science and Technology in China

基　　金：国家社会科学基金青年项目“制造业嵌入双重价值链的动力机制、效应与路径研究”(21CJL019);国家社会科学基金一般项目“知识产权贸易促进国内国际循环有效联动的动力机制和激励政策研究”(21BJL101);江苏高校哲学社会科学研究重大项目“习近平关于双循环新发展格局重要论述研究”(2021SJZDA010);浙江省哲学社会科学规划重大课题“大数据环境下中国金融风险测度与监管研究”(22YJRC07ZD)。

摘　　要：从服务要素进入制造业生产过程从而促进制造业服务化角度看,扩大服务业开放通常有两种渠道:一是扩大服务业开放后,国外服务要素作为中间投入直接进入制造业;二是扩大服务业开放所产生的溢出效应等反向拉动国内服务业发展,进而促进本土服务要素进入制造业生产过程。上述两种途径实现的制造业服务化,对制造业攀升全球价值链究竟会产生何种作用,还需要进一步的理论探讨和经验分析。本文在对传统理论进行修正并形成待检验假说基础上,基于中国经验数据的实证检验结果表明:扩大服务业开放总体有助于提升制造业企业价值链分工地位,但上述两种作用机制表现出完全相反的作用。具体而言,依托国外服务要素投入实现的制造业服务化,不利于制造业价值链攀升;而依托本土服务要素投入实现的制造业服务化,对制造业攀升全球价值链具有促进作用。上述研究发现对于如何依托扩大服务业开放,从而实现制造业攀升全球价值链的路径优化,具有明显的政策含义。From the perspective of service elements entering manufacturing production process to promote manufacturing servitization,there are usually two channels for expanding the opening up of the service industry.One is to expand the opening up of the service industry,foreign service factors enter the manufacturing industry directly as intermediate inputs,the other is that the opening up of the service industry will reversely stimulate the development of the domestic service industry,which in turn promoted the entry of local service elements into the manufacturing process.What kind of role the above two approaches to achieve the servicization of the manufacturing industry will have on the global value chain(GVC)of the manufacturing industry needs further theoretical discussion and empirical analysis.Based on the revision of traditional theories and the formation of hypotheses to be tested,the empirical test results using China s empirical data show that expanding the opening up of the service industry as a whole helps to enhance the status of the division of labor in the manufacturing industry s value chain.The opposite effect.Specifically,the servicization of the manufacturing industry realized by relying on the input of foreign service elements is not conducive to the rise of the manufacturing value chain,while the servicization of the manufacturing industry realized by relying on the input of local service elements will promote the rise of the manufacturing industry in the global value chain.The above-mentioned research findings have obvious policy implications for how to rely on the expansion of the service industry to optimize the path for the manufacturing industry to climb the global value chain.

关 键 词：服务业开放 制造业服务化 全球价值链 

分 类 号：F740[经济管理—国际贸易] F742[经济管理—产业经济]