GVC下中国运输设备产业链向东南亚外迁研究——基于产业链供应链关联性分析  

Research on the Relocation of China’s Transportation Equipment Industry Chain to Southeast Asia under GVC——Based on the Correlation Analysis of Industrial Chain and Supply Chain

作　　者：方旖旎[1] 余天赐 Fang Yini;Yu Tianci(School of Economics and Trade,Henan University of Technology,Zhengzhou 450001,China)

机构地区：[1]河南工业大学经济贸易学院,河南郑州450001

出　　处：《黑河学院学报》2025年第2期1-3,15,共4页Journal of Heihe University

基　　金：河南工业大学经济贸易学院2024年创新实验班建设项目“中国运输设备产业链外迁与应对——基于全球价值链视角”(JMSYBJZ202401)。

摘　　要：中国运输设备向东南亚外迁事关中国产业链供应链安全稳定。基于产业链环节偏好、承接国增加值出口外国来源(FV)及GVC地位指数,分析东南亚代表性承接地与中国产业链供应链的关联性。研究发现:东南亚GVC地位指数低的发展中国家偏好中低端生产环节迁移,形成本土产业升级“腾笼换鸟”,获取其主要出口伙伴国(美德澳等)增加值贸易收益。因此,GVC中国运输设备外迁应考量承接国的GVC地位指数,以及与国内产业链供应链关联。The relocation of China’s transportation equipment to Southeast Asia is related to the security and stability of China’s industrial chain and supply chain.Based on the industrial chain link preference,foreign source of value-added exports(FV)and GVC status index of host country,the paper analyzes the correlation between representative Southeast Asian host country and China’s industrial chain and supply chain.It is found that developing countries with low GVC status index in Southeast Asia prefer to migrate in low-end production links,form the“changing the cage for the birds”of local industry upgrading,and obtain the value-added trade gains of their main export partners(Germany,Australia,etc.).Therefore,the GVC outbound relocation of transportation equipment should consider the GVC status index of the host country and the supply chain relationship with the domestic industry.

关 键 词：全球价值链 运输设备 产业链外迁 GVC地位指数 

分 类 号：F746.12[经济管理—国际贸易]