制造业贸易竞争网络及其全球价值链地位——基于跨国制造业细分行业数据的研究  

Trade Competition Network of Manufacturing Industry and Its Global Value Chain Status:Based on the Research of Multinational Manufacturing Subdivisions Data

作　　者：王妍 范爱军[1] Wang Yan;Fan Aijun

机构地区：[1]山东大学经济学院,济南250100

出　　处：《经济问题探索》2023年第10期135-150,共16页Inquiry Into Economic Issues

基　　金：国家社会科学基金重大项目“我国海外园区全球布局的空间选择与协同治理”(19ZDA137),项目负责人:张宏。

摘　　要：本文利用2007—2020年CEPII-BACI数据库的数据,采用社会网络分析方法,考察了全球制造业贸易竞争网络的特征,据此构造并量化了制造业贸易竞争强度指标,结合UIBE GVC ADB MRIO数据库的数据,探究了制造业贸易竞争强度对制造业全球价值链地位的影响及作用机制。实证结果表明:第一,制造业贸易竞争网络日益复杂,各国所面临的贸易竞争强度有所增加。第二,制造业贸易竞争强度会显著阻碍其全球价值链地位的攀升,在进行一系列稳健性检验后这一结论依然成立。第三,制造业贸易竞争强度对价值链地位升级的阻碍作用在非亚太社团国家、高技术水平行业和知识密集型行业中更为明显。第四,制造业贸易竞争强度通过增加中间品进口数量和降低中间品进口质量,进而阻碍全球价值链地位的攀升。第五,进一步,采用多期DID模型,发现“一带一路”倡议会减缓制造业贸易竞争强度对其价值链地位提升的阻碍作用。This paper uses the data of the CEPII-BACI database from 2007 to 2020,and uses the social network analysis method to investigate the characteristics of the global trade competition network of the manufacturing industry,and constructs and quantifies the trade competition intensity indicators of the manufacturing industry,and then combines the data of the UIBE GVC ADB MRIO database to explore the impact of the trade competition intensity of the manufacturing industry on its global value chain(GVC)status and its mechanism.The results show that firstly,the overall trade competition network of the manu-facturing industry is increasingly complex,and the countries'trade competition intensities are increasing.Secondly,the trade competition intensity of the manufacturing industry reduces its GVC significantly,which remains robust after a series of checks.Thirdly,the inhibitory effect of the trade competition inten-sity of the manufacturing industry on the GVC status is particularly prominent in non-Asia-Pacific com-munities,high-tech industries and knowledge-intensive industries.Fourthly,the trade competition in-tensity of the manufacturing industry hinders the rise of GVC status by increasing the import quantity of in-termediate goods and reducing the import quality of intermediate goods.Fifthly,further,using the multi period DID model,it is found that the Belt and Road Initiative slows down the inhibitory effect of the trade competition intensity of the manufacturing industry on the GVC status.

关 键 词：制造业 贸易竞争网络 竞争强度 全球价值链地位 “一带一路”倡议 社会网络分析法 

分 类 号：F742[经济管理—国际贸易]