地理区位优势、生产规模扩张与全球价值链位置攀升  

Geographical Location Advantage,Production Scale Expansion,and GvC Upgrading

作　　者：刘子鹏 许培源[1,2] 朱廷珺 LIU Zipeng;XU Peiyuan;ZHU Tingjun

机构地区：[1]华侨大学经济与金融学院 [2]华侨大学海上丝绸之路研究院 [3]兰州交通大学经济管理学院

出　　处：《国际贸易问题》2023年第3期106-123,共18页Journal of International Trade

基　　金：国家社会科学基金一般项目“‘双循环’新格局下推进‘一带一路’投资与价值链构建研究”(21BJY008)。

摘　　要：一国的地理区位与行业生产规模是影响其在全球价值链中位置的重要因素。本文借鉴Baldwin和Venables(2013)的分析思路,构建地理区位与行业生产规模影响全球价值链生产位置的理论模型,并利用OECD-ICIO数据进行实证检验。结果表明:(1)地理区位优势与生产规模扩张能够推动一国在全球价值链生产位置的提升,且更大的生产规模可以弥补地理区位优势的不足;(2)地理区位优势与生产规模扩张有助于产出供应链和投入需求链拓展,且对产出供应链的促进作用更大,进而促进全球价值链位置攀升;(3)行业集聚度影响作用效果,集聚度越高的行业,地理区位与生产规模对产出供应链的促进作用越弱,对投入需求链的促进作用越强,一定程度上阻碍了全球价值链位置攀升。研究结果有助于深化对全球价值链生产位置形成的认识,并有利于推动我国全球价值链位置攀升与全球价值链治理能力的提高。A country's geographical location and the scale of its industry production are crucial factors for its position in the global value chain(GVC).Building on Baldwin and Venables'(2013)analytical framework,we construct a theoretical model that examines how geographical location and production scale influence the production location on GVC.Using OECD-ICIO data,we empirically test our model and find:first,the advantage of geographical location and the expansion of production scale can upgrade a country's production position in the GVC,and larger production scale can compensate for the lack of geographical location advantage;second,geographical location advantage and production scale expansion contribute to the expansion of output supply chains and input demand chains,also with a greater effect on the expansion of output supply chains,which in turn promotes the climbing of GVC;third,the higher the degree of agglomeration,the weaker the promotion effect of geographical location and production scale on output supply chains but the stronger the promotion effect on input demand chains,which hinders the climbing of GVC.Our results are helpful to deepen the understanding for determining the production locations in global value chains,promote the climbing of China's global value chain location and the improvement of global value chain governance capacity.

关 键 词：地理区位 行业生产规模 全球价值链位置 行业集聚度 

分 类 号：F740.2[经济管理—国际贸易]