增加值视角下全球制造业贸易网络特征与价值链分工水平提升  

Global Manufacturing Trade Networks and Division of Global Value Chain Participation:From the Perspective of Added-Value

作　　者：石建勋[1] 陈亚楠 SHI Jianxun;CHEN Yanan

机构地区：[1]同济大学经济与管理学院

出　　处：《世界经济研究》2024年第8期44-59,M0003,共17页World Economy Studies

基　　金：国家社会科学基金重大专项课题项目资助(项目编号:21VGQ005);国家自然科学基金项目“基于双重价值链视角的中国高技术产业竞争优势重构研究”(项目编号:71972063)。

摘　　要：基于贸易增加值分解框架,结合社会网络分析法,文章构建了全球制造业增加值贸易网络,探究了其整体结构及动态演化趋势,并实证检验了网络特征对全球价值链(GVC)分工的影响。研究发现:(1)全球贸易网络聚集度逐渐增强,制造业及高技术制造业的贸易重心逐渐向东亚转移。(2)贸易网络特征能够显著提升GVC分工水平。具体来看,网络出度中心度对GVC分工的提升效应在中低技术制造业和发展中国家更强,主要对前向参与GVC分工产生影响;而网络入度中心度的提升效应在高技术制造业和发达国家更强,主要对后向参与GVC分工产生影响;网络联系强度在发达国家作用更强;网络异质性在中低技术制造业、发展中国家更明显;金融危机爆发显著削弱了网络联系强度对GVC分工的提升效应。(3)贸易网络特征主要通过竞争效应、产业关联效应和规模经济效应三个渠道来促进GVC分工水平提升。文章为中国扩大高水平对外开放,实现价值链跃升提供了实证支持和政策参考。Based on the trade value-added decomposition framework and the Social Network Analysis(SNA),this paper systematically constructs a comprehensive global manufacturing value-added trade network.We further explore its structure and dynamic evolution trends,empirically assessing the influence of network characteristics on the participation of Global Value Chain(GVC).We find that,firstly,there has been a noticeable trend towards the concentration of trade networks,with the center of manufacturing and high-tech manufacturing network gradually moving toward East Asia.Secondly,the attributes of trade networks have a substantial influence on the extent of GVC participation.In particular,the impact of network outdegree centrality exhibits a more pronounced enhancing effect on GVC in low-tech,medium-tech manufacturing and developing countries,which predominantly affects GVC forward participation.However,the impact of network in-degree centrality is stronger in high-tech manufacturing and developed countries,which primarily affects GVC backward participation.The network strength exerts a stronger influence in developed countries,while network heterogeneity is more obvious in non-high-tech manufacturing and developing countries.Furthermore,after the financial crisis outbreak,there is a notable weakening effect of network strength on GVC participation.Thirdly,the attributes of trade networks facilitate involvement in GVC participation mainly through three channels as competition effect,industrial linkage effect and scale effect.This article provides empirical support and policy insights to guide China′s efforts in expanding high-level openness and achieving advancements in GVC.

关 键 词：全球价值链分工 增加值贸易网络 社会网络分析 贸易网络特征 

分 类 号：F414[经济管理—产业经济]