双向FDI与全球价值链韧性:来自跨国数据的经验证据  

Two-Way FDI and Global Value Chain Resilience:Empirical Evidence from Cross-country Data

作　　者：李光勤 邱欣悦 LI Guangqin;QIU Xinyue

机构地区：[1]安徽财经大学国际经济贸易学院

出　　处：《世界经济研究》2024年第5期75-91,M0003,共18页World Economy Studies

基　　金：安徽省哲学社会科学课题“双碳战略下数字化赋能企业能源利用效率的实现路径与安徽对策”(项目编号:AHSKY2022D050);安徽财经大学研究生科研创新基金“数字经济对全球价值链网络深化的影响研究:来自跨国数据的经验证据”(项目编号:ACYC2023154)的资助。

摘　　要：文章构建了2008~2018年60个国家的“国家—行业—年份”三维面板数据,考察双向FDI互动发展对全球价值链韧性的影响及其作用机制。研究发现:双向FDI互动发展水平的提高能够显著提升全球价值链韧性,该结论经过一系列稳健性检验和内生性检验后仍然成立;机制检验结果表明,双向FDI互动发展水平的提高可以提升各国技术创新能力和生产效率,推动营商环境的改善,从而促进各国全球价值链韧性的提升;在服务业、价值链上游行业以及经济环境良好国家,双向FDI互动发展对全球价值链韧性的提升作用更显著,双向FDI互动发展水平的提高能够弥补资源禀赋不足和改善制度环境,促进这些国家全球价值链韧性的提升。文章的研究结论肯定了双向FDI互动发展对全球价值链韧性的积极作用,对提升产业链供应链韧性和安全水平具有重要启示。This paper constructs"country-industry-year"three-dimensional panel data for 60 countries from 2008 to 2018 to investigate the impact of two-way FDI interaction development on the resilience of global value chains and its mechanism.The study finds that:the increase in the level of two-way FDI interaction and development can significantly improve the resilience of global value chains,and this conclusion still holds after a series of robustness tests and endogenous tests;the results of the mechanism test show that the increase in the level of two-way FDI interaction and development can enhance the technological innovation capacity and production efficiency of each country,and promote the improvement of the business environment,so as to facilitate the enhancement of the resilience of the global value chains of each country;in the service sector In the service industry,the upstream industries of the value chain,and countries with favorable economic environments,the effect of two-way FDI interactive development on the enhancement of GVC resilience is more significant,and the increase in the level of two-way FDI interactive development can make up for the insufficiency of resource endowment and improve the institutional environment,thus promoting the enhancement of the resilience of the GVCs in these countries.This study affirms the positive effect of two-way FDI interactive development on the resilience of global value chains,which is an important revelation for improving the resilience and security level of industrial chain supply chains.

关 键 词：双向FDI 全球价值链韧性 营商环境 技术创新能力 生产效率 

分 类 号：F114[经济管理—国际贸易] F831.6[经济管理—世界经济]