贸易数字化、制造业投入服务化与我国全球价值链分工地位  

Trade Digitization,Servitization of Manufacturing Inputs and Global Value Chain of China

作　　者：薛天航 肖文[3,4] 许光建 Xue Tian hang;Xiao Wen;Xu Guangjian

机构地区：[1]浙江大学区域协调发展研究中心 [2]复旦大学 [3]浙江大学经济学院 [4]浙江大学宁波市现代服务外包中心 [5]中国计量大学经济与管理学院

出　　处：《治理研究》2023年第5期128-141,160,共15页Governance Studies

基　　金：国家社科基金项目"新发展格局下数字经济驱动长三角协同创新产业体系建设的机制与路径研究"(编号:22CJY039)。

摘　　要：数字化是国际贸易的发展趋势,投入服务化则是制造业升级的重要引擎。文章基于拓展的引力模型展开实证检验,分析贸易数字化、制造业投入服务化对我国全球价值链分工地位的影响及交互效应。研究表明,制造业投入服务化促进了我国全球价值链分工地位的提升,但与数字化贸易程度较高的国家开展贸易时,这种促进作用被减弱;对出口增加值率进行分解发现,贸易数字化与制造业投入服务化对最终品、转口贸易的中间品出口增加值率存在负向交互效应,但对直接出口的中间品、出口转内销的中间品增加值率存在正向交互效应;贸易数字化与制造业投入服务化的交互效应有助于降低价格边际、提升数量边际,从而推动进出口贸易的增长。Digitization is the development trend for international trade,and input servitization is an important engine for upgrading the manufacturing industry.Using the extended gravity model,this article analyzes the impact mechanism and interaction effect of trade digitization and manufacturing input servitization on China's global value chain.As found in the study,servitization of manufacturing inputs promoted the status of China' s global value chain.However,their promotional effect was weakened when trading with countries with a high degree of digital trade.By decomposing the export value-added rate,servitization of manufacturing inputs and trade digitalization was shown to have negative interaction effects on the export value-added rate of final goods and re-exported intermediate goods,but positive interaction effects on the export value-added rate of directly exported intermediate goods and intermediate goods for domestic sales originally produced for exports.The interaction effect of trade digitization and servitization of manufacturing inputs helps to promote the growth of import and export trade by reducing price margins and improving quantity margins.

关 键 词：贸易数字化 制造业投入服务化 全球价值链 出口增加值率 

分 类 号：F74[经济管理—国际贸易]