基于区域服务贸易协定深度的制造业全球价值链重构效应研究  

Deep Regional Service Trade Agreements:Accommodating the Perspective of Value Chain Resilience

作　　者：宋跃刚[1] 王紫琪 SONG Yue-gang;WANG Zi-qi(School of Business,Henan Normal University,Xinxiang,Henan,453007,China)

机构地区：[1]河南师范大学商学院,河南新乡453007

出　　处：《经济管理》2024年第5期5-27,共23页Business and Management Journal ( BMJ )

基　　金：国家社会科学基金一般项目“区域服务贸易协定异质性对中国制造业全球价值链重构的影响研究”(20BJY091);2022年度河南省高校哲学社会科学创新人才支持计划(2022-CXRC-29)。

摘　　要：深化区域服务贸易协定是促进双边经贸合作、破解多边贸易体制的内在治理结构失衡局面、推动多重利益诉求下全球价值链重构的重要引擎。本文基于2000—2020年OECD-ICIO数据库、TiVA数据库、DESTA数据库的匹配数据,检验区域服务贸易协定深度对制造业全球价值链重构的影响效果及作用机制,并探究其对制造业全球价值链的区域化效应与韧性提升效应。研究发现:第一,区域服务贸易协定深度能够通过“贸易成本节约效应”“技术溢出效应”与“制造业投入服务化效应”重构制造业全球价值链;第二,在发展程度相近、同一大洲的缔约双方中,制造业全球价值链重构阶段为中期时,区域服务贸易协定深度对制造业全球价值链的重构效果更为显著;第三,区域服务贸易协定深度不仅实现了生产环节的再分配,且促进了地理分工格局的再分布,推动制造业全球价值链向区域化演进;第四,区域服务贸易协定深度在重构制造业全球价值链过程中能够兼顾安全性与稳定性,提升全球价值链韧性。本文不仅有效补充了区域服务贸易协定深度在制造业全球价值链领域的理论研究,且为制造业与服务业深度融合进而推动制造业全球价值链韧性提升提供了政策依据。Deepening regional service trade agreements is an important engine to promote bilateral economic and trade cooperation,break the imbalance of the internal governance structure of the multilateral trading system,and promote the reconstruction of global value chains under multiple interest demands.Based on the matching data of OECD⁃ICIO database,TiVA database and DESTA database from 2000 to 2020,this paper examines the effect and mechanism of the depth of regional service trade agreement on the reconstruction of global value chain of manufacturing industry,and explores the regionalization effect and resilience improvement effect of global value chain of manufacturing industry.The study found that:First,the depth of regional service trade agreements can reconstruct the global value chain of manufacturing industry through‘trade cost saving effect’,‘technology spillover effect’and‘manufacturing input servitization effect’.Secondly,among the contracting parties with similar development level and the same continent,when the reconstruction stage of the global value chain of manufacturing industry is in the middle stage,the depth of regional service trade agreement has a more significant effect on the reconstruction of the global value chain of manufacturing industry.Thirdly,the depth of regional service trade agreement not only realizes the redistribution of production links,but also promotes the redistribution of geographical division of labor and promotes the evolution of global value chain of manufacturing industry to regionalization.Fourth,the depth of regional service trade agreements can take into account security and stability in the process of reconstructing the global value chain of manufacturing,and enhance the resilience of the global value chain.This paper not only effectively supplements the theoretical research of regional service trade agreements in the field of manufacturing global value chain,but also provides a policy basis for the deep integration of manufacturing and service industries t

关 键 词：区域服务贸易协定深度 制造业全球价值链重构 韧性 区域化 制造业 投入服务化 

分 类 号：F742[经济管理—国际贸易] F743.2[经济管理—产业经济]