本土市场规模、虹吸效应与全球价值链攀升——基于跨国面板数据  

Local Market Size,Siphon Effect,and Global Value Chain Climb

作　　者：杜运苏 周玉润 DU Yun-su;ZHOU Yu-run(College of Economics and Management,Nanjing Forestry University,Nanjing 210037,China;School of International Economics and Business,Nanjing University of Finance and Economics,Nanjing 210023,China)

机构地区：[1]南京林业大学经济管理学院,江苏南京210037 [2]南京财经大学国际经贸学院,江苏南京210023

出　　处：《广西师范大学学报(哲学社会科学版)》2025年第2期103-120,共18页Journal of Guangxi Normal University(Philosophy and Social Sciences Edition)

基　　金：国家社科基金一般项目“新形势下利用超大规模市场促进我国制造业迈向中高端研究”(20BJY099);国家社科基金一般项目“数字技术驱动出口产品创新的机制与路径研究”(23BJY056)。

摘　　要：在开放经济条件下,本土市场规模扩大具有强大的虹吸效应,是一国攀升全球价值链的重要途径。将本土市场规模分为中间投入市场规模和最终需求市场规模,利用国家面板数据研究本土市场规模优势及其虹吸效应对全球价值链升级的影响,结果显示:本土市场规模扩大对全球价值链升级具有显著的促进作用,且通过了稳健性检验和内生性检验;进一步异质性分析发现,本土市场规模扩大的全球价值链提升效应在发达国家、高制度质量、产品需求结构高级化以及家庭最终消费市场规模大的国家较为显著。此外,虹吸国际资本和创新要素是本土市场规模扩大影响全球价值链地位的主要渠道,且本土市场规模对资本的虹吸效应在技术密集型产品需求比重高的国家中较为显著,而其对创新要素的虹吸效应只在本土市场规模较大的国家才显著存在。研究结论为我国发挥超大规模市场优势促进“中国制造”迈向全球价值链中高端提供了参考。Against an open economy,the expansion of the local market bears a strong siphon effect and is thus an important way for a country to climb the global value chain.This paper divides the local market size in terms of intermediate input and final demand,and employs national panel data to study the impact of advantages that local market size enjoys and their siphon effects on global value chain upgrading.The results show that the expansion of local market size has a significant promoting effect on global value chain upgrading,and it has withstood the robustness and endogeneity tests;further heterogeneity analysis reveals that the global value chain enhancement effect produced by expanding local market size is more significant in developed countries,countries with high institutional quality,advanced product demand structures,and large household final consumption markets.In addition,siphoning international capital and innovation factors is the main channel through which the expansion of local market size affects the global value chain position,and the siphoning effect of local market size on capital is more significant in countries with a high proportion of technology intensive product demand,while its siphoning effect on innovation factors only exists significantly in countries with larger local market sizes.The research conclusion provides a reference for China to leverage its advantages in the super large market and promote“Made in China”to move towards the high-end of the global value chain.

关 键 词：本土市场规模 中间品需求 最终需求 虹吸效应 全球价值链 

分 类 号：F114[经济管理—国际贸易]