增加值贸易视角下中国制造业贸易成本测度及其影响因素研究  

Research on the Measurement and Influencing Factors of China’s Manufacturing Trade Costs from the Perspective of Value-added Trade

作　　者：卢仁祥[1] 刘芳[1] 孙丽江[1] LU Renxiang;LIU Fang;SUN Lijiang

机构地区：[1]上海电机学院商学院

出　　处：《世界经济研究》2022年第11期58-71,M0003,共15页World Economy Studies

基　　金：上海市社会科学规划一般课题项目“增加值贸易视角下长三角区际贸易成本测度及其协同发展路径研究”(项目编号:2019BJL008)的资助。

摘　　要：增加值贸易统计数据可以克服大量重复计算问题,有效反映全球价值链分工的真实面貌。文章基于增加值贸易视角对Novy(2013)的研究框架进行拓展,并使用2016版的国际投入产出数据测度了中国制造业贸易成本。结果显示,与传统贸易统计口径测度的贸易成本相比,增加值贸易统计口径测度的贸易成本有效揭示出中国制造业贸易成本整体呈下降趋势,同时在国别(地区)和部门层面存在显著的异质性。利用双向固定效应模型对其影响因素进行实证分析发现,虽然全球价值链分工优势、经济因素和加入WTO对中国制造业贸易成本均具有抑制作用,但是抑制程度会因制造业部门的技术高低而存在差异。为此,中国制造业需要进一步扩大对外开放,通过提升竞争优势和技术水平来削减贸易成本,深化国际分工与合作,实现全球价值链层次的攀升。Value added trade statistics can overcome a large number of problems on repeated calculation,which can effectively reflect real characteristics of global value chain division. This paper expands the research framework of Novy( 2013) based on valueadded trade,and uses the international input-output data of 2016 edition to measure the trade costs of China’ s manufacturing industry again. The measurement results show that the trade costs measured by the added value trade dimension reveal that the overall trade costs of China’s manufacturing industry have a downward trend,and there is significant heterogeneity at the country (region) and sector levels. Further empirical research on the influencing factors by using the two-way fixed effect model shows that although there are advantages of the division in global value chain,economic factors and the accession to the WTO have an inhibitory effect on the trade costs of China’s manufacturing industry,and the degree of effect will vary depending on the technology level of the manufacturing sector. Therefore,China’s manufacturing industry should further expand its opening to the outside world,and improve its competitive advantage and technological level,so as to reduce trade costs,deepen the division and cooperation in global value chains,and climb global value chains.

关 键 词：增加值贸易 贸易成本 中国制造业 影响因素 

分 类 号：F424[经济管理—产业经济] F752