服务要素投入、行业生产率与中国制造业国际循环——基于出口视角  

Service factor input,industry productivity,and China’smanufacturing international circulation:from the export perspective

作　　者：邱斌[1] 易昱玮 孙少勤[2] QIU Bin;YI Yuwei;SUN Shaoqin(Southeast University,Nanjing 210096;Nanjing University of Information Science&Technology,Nanjing 210044)

机构地区：[1]东南大学,江苏南京210096 [2]南京信息工程大学,江苏南京210044

出　　处：《财贸研究》2024年第9期1-16,共16页Finance and Trade Research

基　　金：国家社会科学基金重点项目“服务业创新发展对我国全球价值链地位提升的机制与对策研究”(20AJY014);教育部人文社会科学研究规划基金项目“服务业开放背景下的全球价值链分工格局与我国的福利效应研究”(23YJA790071);江苏省社会科学基金重点项目“稳定和维护江苏省制造业全球价值链分工地位的机制和策略研究”(20EYA002)。

摘　　要：基于2000—2014年中国18个制造业行业向41个国家的出口数据,构建一个包含服务要素投入、企业学习效率和行业进入门槛的理论模型,从行业视角检验服务要素投入对制造业出口的影响及其作用机制。研究发现:服务要素投入显著促进了中国制造业的出口增长,对中间品的促进作用显著强于最终品,且这一效应主要由供给侧的制造业服务化推动,需求侧的影响不明显。机制检验结果表明:引入服务要素投入能够显著提升行业生产率,从而扩大出口规模,并且服务要素投入能与制造业生产率形成互补效应,进一步促进出口增长。异质性检验结果表明:与服务化水平较低的出口目的国相比,当目的国服务化水平较高时,服务化对出口扩张的促进效果更加显著;从服务业行业异质性的角度看,金融保险服务、专业研发服务和运输仓储服务等服务行业的投入显著提升了制造业生产率,进一步扩大了出口规模,对制造业“走出去”起到积极作用。Based on export data from 18 manufacturing industries in China to 41 countries from 2000 to 2014,this study constructs a theoretical model that includes service factor input,enterprise learning efficiency,and industry entry barriers to examine the impact and mechanism of service factor input on manufacturing exports from an industry perspective.The research finds that the input of service factors significantly promotes the growth of China’s manufacturing exports,with a more pronounced effect on intermediate goods than on final goods.This effect is mainly driven by the servitization of the manufacturing sector on the supply side,with minimal impact from the demand side.Mechanism tests reveal that the introduction of service factor inputs can significantly enhance industry productivity,thereby expanding export scale.Furthermore,service factor inputs and manufacturing productivity form a complementary effect that further promotes export growth.Heterogeneity tests indicate that,compared to export destinations with a lower level of servitization,the promotion effect of servitization on export expansion is more significant when the destination country has a higher level of servitization.From the perspective of heterogeneity across service industries,inputs in sectors such as financial and insurance services,professional research and development services,and transportation and warehousing services significantly enhance manufacturing productivity,further expanding export scale and playing a positive role in the“going global”strategy of manufacturing industries.

关 键 词：服务要素投入 制造业高质量出口 行业生产效率 生产率进步 

分 类 号：F719[经济管理—产业经济] F832.6