中国制造业嵌入国内价值链的产业构成和区域特征——基于行业-省域双重维度的测算与分析  

Industrial Composition and Regional Characteristics of National Value Chain of China's Manufacturing Industry——Measurement and Analysis Based on the Dual Dimensions of Industry and Provinces

作　　者：樊文静[1] 张楚婧雯 肖文[3] FAN Wen-jing;ZHANG Chu-jingwen;XIAO Wen

机构地区：[1]杭州师范大学经济学院 [2]南京财经大学 [3]浙江大学经济学院

出　　处：《产经评论》2024年第6期91-107,共17页Industrial Economic Review

基　　金：浙江省哲学社会科学规划课题“制造业服务化促进国内价值链构建的机制和路径选择研究”(项目编号:22NDJC137YB,项目负责人:樊文静)。

摘　　要：“双循环”新发展格局的提出意味着在继续融入全球价值链的同时,我国将发展视角转向依托内部市场需求和区域间分工合作的国内价值链。基于2002—2015年中国省级区域间投入产出表,分析制造业各行业嵌入国内价值链的程度和地位,探讨制造业嵌入国内价值链的演化趋势、区域分布、产业构成状况以及所面临的挑战。结果表明:尽管国内价值链在行业和区域间的分工越来越趋于平衡,但各区域制造业在国内价值链分工中的差异性不明显,尚未形成与其要素禀赋匹配的竞争优势;与传统制造业相比,新兴制造业在国内价值链中的嵌入度和地位都相对较低;同时,国内价值链构建过程中存在产业关联性弱、资源配置扭曲等问题,融入全球价值链在一定程度上阻碍了国内价值链分工体系的完善。因此,应立足各地资源禀赋,进一步加强区域合作并培育价值链主导企业,促进国内价值链分工的优化,进而实现制造业高质量发展。The proposal of a new “double-cycle” development pattern means that,while continuing to integrate into the global value chain,China's development perspective will shift to a national value chain that relies on internal market demand and interregional division of labor.Based on the 2002-2015 provincial interregional input-output table,this paper focuses on the analysis of the degree and status of manufacturing industries' embeddedness in national value chains,and explores their evolutionary trends,regional distribution,industrial composition status,and challenges they face.The results found that although the division of labor in national value chains among sectors and regions is becoming more and more balanced,the differentiation among regions in the division of labor in national value chains is not obvious,and they have not yet formed a competitive advantage to match their factor endowments;The participation and status of emerging manufacturing industries in national value chains are relatively lower compared with traditional manufacturing industries.At the same time,there are problems such as weak industrial correlation and distorted resource allocation in the process of national value chain construction,while the integration into the global value chain will also hinder the improvement of the division of labor system of the national value chain to a certain extent.Therefore,we should base on the resource endowment of each region,further strengthen regional cooperation and cultivate the leading enterprises of the value chain to promote the optimization of the division of labor in the national value chain,so as to realize the high-quality development of manufacturing industry.

关 键 词：制造业 国内价值链 产业构成 区域特征 双重维度 

分 类 号：F062.9[经济管理—政治经济学]