数字技术嵌入环节与全球价值链分工地位  

The Embedding Section of Digital Technology and Global Value Chain Status

作　　者：文武[1] 吕建阳 张海洋 WEN Wu;LYU Jianyang;ZHANG Haiyang(Zhejiang SCI-TECH University,310018)

机构地区：[1]浙江理工大学经济管理学院,310018

出　　处：《财贸经济》2024年第9期143-160,共18页Finance & Trade Economics

基　　金：国家社会科学基金青年项目“全球价值链嵌入下‘稳增长’的实现机制及策略研究”(18CJL011);浙江理工大学青年创新专项“二元嵌入视角下数字技术推动双重价值链国内延伸的机制和政策研究”(23096016-Y)。

摘　　要：本文基于数字技术行业投入制造业环节至最终品的距离度量数字技术嵌入环节偏向,利用跨国面板数据研究其对制造业全球价值链(CVC)分工地位的影响。结果表明:第一,数字技术嵌入环节偏向对制造业GVC分工地位有明显的“倒U型”影响,引导制造业偏向中游环节嵌入数字技术更有利于促进其GVC分工地位攀升。第二,偏向中游环节嵌入数字技术可通过放大创新边界与能力拓展、成本节约及网络链接强化等效应,更为有效地推动GVC分工地位提升。第三,相对处于GVC高地位的国家,数字技术嵌入环节偏向对处于GVC低地位国家的制造业分工地位的“倒U型”影响更明显,偏向中游环节嵌入数字技术是处于CVC低地位国家加速分工地位赶超的关键之举。分行业看,上述“倒U型”影响对于资本和技术密集型制造业行业更突出。第四,进一步研究发现,制造业偏向中游环节嵌入数字技术还有助于更大化缓解一国高技术中间品进口依赖,并更为有效地提升出口国内附加值率和经济增长质量。以上结论对我国优化产业数字化发展战略、助力制造业CVC分工地位赶超和高质量发展有重要参考价值。In recent years,the role of digital technology in the evolution of global value chains(GVCs)has attracted much attention.Existing literature generally agrees that increasing investment in digital technology can help industries to climb to the high end of GVCs,but overlooks whether such effect varies depending on different sections where digital technology is embedded.Strategies for improving GVC status based on the conclusions of previous research neglect the differentiated effects of digital technology embedded in different sections,which may lead to poor policy outcomes and cause China to miss the good opportunity to seize commanding height in international division of labor in the latest round of technological revolution.Currently,digital transformation of the manufacturing industry faces high costs and obvious throes.Optimizing the section where digital technology is embedded to fully release its effect is not only the key measure to avoid detours in digital transformation and accelerate the resolution of transformation throes,but also an important guarantee to amplify the effects of digital transformation and help the manufacturing industry to rise to the higher end of GVCs at a faster pace.Against this background,studying the impact of digital technology embedding section bias on GVC status is of great significance for China to optimize the digital development strategy and improve its GVC status.Based on the distance between digital technology input in the manufacturing industry and final products to measure the digital technology embedding section bias,this paper employs transnational panel data to study its impact on GVC status.The main findings are as follows.Firstly,the digital technology embedding section bias has a significant inverted U-shaped effect on the GVC status of the manufacturing industry,and guiding the manufacturing industry to embed digital technology in midstream is more conducive to improving their GVC status.Secondly,embedding digital technology in midstream can amplify the effect of e

关 键 词：数字技术 嵌入环节偏向 GVC分工地位 制造业 中间品 

分 类 号：F753[经济管理—国际贸易]