中间品贸易自由化与制造业出口国内附加值:基于价值链延伸的视角  

Intermediate Trade Liberalization and Domestic Value-added in Manufacturing Exports:From the Perspective of Domestic Value Chain Extension

作　　者：闫志俊 于津平[2] YAN Zhijun;YU Jinping

机构地区：[1]南京师范大学商学院 [2]南京大学经济学院

出　　处：《国际贸易问题》2023年第1期124-141,共18页Journal of International Trade

基　　金：国家社会科学基金青年项目“数字经济赋能全球价值链韧性提升的理论机制与实现路径研究”(22CJY016);江苏省社会科学基金创新基地一般项目“后疫情时代全球价值链波动与创新链重构研究”(20JD007)。

摘　　要：本文将空间集聚因素纳入Melitz(2003)、Kee和Tang(2016)的模型,探讨国内价值链延伸视角下中间品贸易自由化对制造业出口国内附加值的影响机制,并利用2000—2007年中国微观企业数据进行实证检验。研究表明:中间品贸易自由化能够显著提高企业的出口国内附加值,空间集聚能够强化这一促进作用。分样本检验后发现:空间集聚的强化作用只对一般贸易企业产生显著影响,对混合贸易企业不显著;而对于加工企业而言,贸易自由化对其出口国内附加值不产生直接影响,而是主要通过出口集聚产生间接促进作用。机制分析表明:中间品贸易自由化引致出口集聚和技术溢出,通过降低国内中间品投入的相对成本促使企业将更多生产环节转移至国内,由此延伸国内价值链并进一步提升制造业的出口国内附加值。本研究证实了对外贸易自由化和对内产业集聚化的双循环发展模式是延伸国内价值链、促进制造业全球价值链攀升的有效途径。This paper constructs a theoretical model by introducing agglomeration into Melitz(2003)and Kee&Tang(2016)to explore the impact and mechanism of intermediate trade liberalization on domestic value-added in manufacturing exports from the perspective of domestic value chain(DVC)extension.Based on theoretical hypothesis in this paper,we use Chinese manufacturing micro-enterprise data during 2000-2007 to make empirical analysis and find:intermediate trade liberalization makes an increase in exporters’domestic value added,which is strengthened by spatial agglomeration.Sub-sample test shows that the moderating effect of spatial agglomeration is more pronounced to general exporters,rather than mixed trade enterprises.For processing exporters,trade liberalization does not take direct effect on exporting domestic value added,while mainly promotes their domestic value added through export agglomeration indirectly.The mechanism analysis shows that intermediate trade liberalization leads to export agglomeration and technology spillover through the way of reducing the relative cost of domestic inputs and encourage firms to put more production stages domestically,thus the extension of DVC acts as a channel to increase exporters’domestic value added.This research proves that dual-circulation development pattern promoted by trade liberalization and industry agglomeration is a feasible path to help manufacturing firms extending DVC and achieve climbing up in GVC.

关 键 词：出口国内附加值 中间品贸易自由化 空间集聚 国内价值链延伸 

分 类 号：F741[经济管理—国际贸易]