大国市场与企业全球价值链地位攀升:国内超大市场规模的国家竞争优势  

Big Country Market and Moving-up in Global Value Chain of China's Enterprises:The National Competitive Advantage of Large Domestic Market Size

作　　者：范红忠[1] 胡杨 王馗 Fan Hong-zhong;Hu Yang;Wang Kui

机构地区：[1]华中科技大学经济学院

出　　处：《经济学家》2024年第4期67-77,共11页Economist

基　　金：国家自然科学基金面上项目“产品空间视角下中国‘专精特新’医疗设备制造企业国际市场势力构建与制度环境优化”(72373135);国家社会科学基金一般项目“环境、社会和治理(ESG)对中国企业海外投资的影响及对策研究”(23BGJ009)。

摘　　要：本文基于国家竞争优势理论将国内市场潜力与企业GVC地位置于统一分析框架,利用2003-2015年微观企业数据对国内市场潜力与企业GVC地位之间的关系进行深入探讨。研究表明:国内市场潜力能够促进企业向GVC高端环节攀升,证明了大国市场可以作为企业GVC地位提升的动力来源。解构国内大市场优势因素发现,国内超大市场规模引致的虹吸效应、集聚效应、竞争效应通过降低国内中间品相对价格以及提升生产和研发效率的内在渠道促进企业向GVC高端环节攀升。进一步地,本文还发现国内市场潜力优势不仅可以促进本行业企业GVC地位攀升,还可以通过国内价值链的传导途径带动上下游行业企业GVC地位升级。Based on the theory of national competitive advantage,this article puts the domestic market potential and the global value chain(GVC)position of enterprises into a unified analytical framework,and uses the micro enterprise data from 2003 to 2015 to conduct a discussion on the relationship between the domestic market potential and the GVC position of enterprises.We find that domestic market potential can promote enterprises to climb up the GVC high-end segment,proving that the big country market can be a source of power for enterprises to enhance their GVC status.Deconstructing the advantageous factors in the domestic large market,it is found that the easing of financing constraints,localization of upstream industries,and product differentiation competition are the internal mechanisms that induce enterprises to climb to the GVC high-end segment by reducing the relative price of domestic intermediate products and improving production and research and development efficiency.Moreover,this paper finds that domestic market potential advantages can not only promote the rise of GVC status of enterprises in the industry,but also drive the upgrading of GVC status of enterprises in upstream and downstream industries through the conductive channels of domestic value chains.

关 键 词：国内市场潜力 GVC 国家竞争优势 国内价值链 

分 类 号：F424[经济管理—产业经济] F752.62