数字技术与内需主导型全球价值链分工:理论逻辑与经验证据  

Digital Technology and Domestic Demand Oriented Global Value Chain:Theoretical Mechanism and Empirical Evidence

作　　者：程惠芳[1,2] 袁佳煜 Cheng Huifang;Yuan Jiayu(School of Economics,Zhejiang University of Technology,Hangzhou 310023)

机构地区：[1]浙江工业大学经济学院,杭州310023 [2]浙江工业大学全球浙商发展研究院,杭州310023

出　　处：《浙江社会科学》2024年第3期54-68,157,共16页Zhejiang Social Sciences

基　　金：国家社会科学基金:重大项目“新时期中国产业与贸易政策协同发展机制与实施路径研究”(18ZDA067);浙江省教育厅社科项目“数字技术推动高水平构建内需主导型全球价值链的机制与政策研究”(SKY-ZX-20230177);浙江工业大学校社科项目“全球价值链嵌入下制造业研发投入的提升机制与策略研究”(SKY-ZX-20210244)的阶段性研究成果。

摘　　要：数字技术正在加速重塑全球价值链(GVC),以此为契机推动GVC分工向内需主导型转变,是畅通双循环、促进经济行稳致远的重要保障。本文通过辨析增加值来源识别数字技术渗透水平,研究了数字技术对内需主导型GVC分工的影响。研究发现:第一,数字技术可有效深化内需主导型GVC分工,其作用机制在于激发国内需求、强化核心环节优势与降低贸易成本。第二,相对而言,数字技术对内需主导型GVC分工的深化作用在国际分工参与水平高的行业、技术密集型行业、资本密集型行业以及发达国家和地区中更大。第三,与外需主导型GVC分工相比,数字技术对内需主导型GVC分工的深化作用更大。以上结论对中国凭借数字技术优化国际分工模式、加快构建双循环新发展格局有重要启示。Digital technology is now accelerating the reshaping of Global Value Chain(GVC),taking this opportunity to promote the shift of GVC towards domestic demand oriented,is the key basis for smooth dual circulation and stable economic development.Measuring penetration level of digital technology in industrial sectors by identifying the source of value-added,this paper studies its impact mechanism on domestic demand oriented GVC division of labor.We find that,firstly,digital technology can effectively deepen the domestic demand oriented GVC division of labor,and its mechanism is to stimulate domestic demand,strengthen advantages at core section,and reduce trade costs.Secondly,relatively speaking,the deepening effect of digital technology on domestic demand oriented GVC division of labor is greater in industries with high levels of international division of labor participation,technology intensive industries,capital intensive industries,and developed countries and regions.Thirdly,compared with the external demand oriented GVC division of labor,digital technology has a greater deepening effect on the domestic demand oriented GVC division of labor.The above conclusions have important implications for China to optimize the structure of international division of labor and accelerate the construction of“dual circulation”new development pattern by virtue of digital technology.

关 键 词：数字技术 内需主导型GVC分工 中间品 增加值 

分 类 号：F49[经济管理—产业经济]