双循环参与、数据要素流动与制造业比较优势跃迁  

Dual Circulation Participation,Data Flow,and Comparative Advantage Transition in the Manufacturing Sector

作　　者：方慧[1] 姜春宇 吕美静 Fang Hui;Jiang Chunyu;Lyu Meijing(School of International Trade and Economics,Shandong University of Finance and Economics,Shandong Jinan 250014,China)

机构地区：[1]山东财经大学国际经贸学院,山东济南250014

出　　处：《上海财经大学学报(哲学社会科学版)》2025年第1期3-17,107,共16页Journal of Shanghai University of Finance and Economics

基　　金：国家社会科学基金一般项目“‘一带一路’增加值贸易网络视角下中国对外直接投资质量提升研究”(22BJL089);山东省社会科学规划重大招标项目“山东高水平开放和高质量招商引资研究”(24AZBJ08);山东省教改重点项目“‘思政引领·需求驱动·三维联力’:数字贸易拔尖创新人才培养模式与实践”(Z2023042);数字贸易与高质量共建“一带一路”研究文科实验室、对外开放与自贸区建设研究基地资助项目。

摘　　要：双循环新发展格局的构建为数据要素自由流动创造了良好环境,赋予中国制造业实现比较优势动态跃迁的全新动力。文章利用2012—2017年中国与世界投入产出表的合并数据,从省份-行业层面考察了制造业参与双循环对产业比较优势的影响及数据要素流动的中介作用。研究发现,参与内、外双循环均能促进我国制造业比较优势的提升,但国际循环的积极影响主要体现在一般贸易的参与方式上,以加工贸易方式参与国际循环则存在基于技术吸收能力的门槛效应;机制识别显示,数据要素流动是内外双循环推进制造业比较优势跃迁的传导渠道,其中国内循环和国际循环分别通过促进区域间的数据要素流动和跨境数据要素流动提升产业比较优势;进一步研究发现,数据要素流动环境和禀赋条件的差异会影响双循环的比较优势提升效应,新基建发达的地区和高知识产权保护水平的经济体的经济循环更大程度地促进了制造业比较优势的提升,同时高技术行业与五大城市群地区更有利于提升比较优势。研究结论对优化数字经济政策和制定制造业高质量发展战略具有一定的参考价值。The construction of a new development paradigm of “dual circulation” has created a favorable environment for data flow,providing new momentum for the dynamic transition of China's manufacturing sector towards comparative advantages.This paper uses merged data from China's and the world's input-output tables(2012-2017) to examine the impact of manufacturing participation in dual circulation on industrial comparative advantages at the provincial and industry levels,with a focus on the mediating role of data flow.The findings suggest that both domestic and international circulation improve China's manufacturing comparative advantages.However,the positive effect of international circulation is more pronounced through general trade,while processing trade faces a threshold effect based on technology absorption capabilities.Mechanism testing shows that data flow is a key conduit for dual circulation's impact on comparative advantages,with domestic and international circulation boosting regional and cross-border data flow,respectively.Further research indicates that the differences in the data flow environment and endowments will affect the comparative advantage enhancement effect of dual circulation,with advanced infrastructure regions and economies with stronger intellectual property protection fostering greater improvements in manufacturing comparative advantages.High-tech industries and the five major city clusters are more conducive to gaining benefits from dual circulation.The findings offer valuable insights for optimizing digital economy policies and formulating strategies for high-quality manufacturing development.

关 键 词：双循环新发展格局 数据要素流动 制造业比较优势 

分 类 号：F121[经济管理—世界经济] F426