境外经贸合作区与全球价值链分工地位:基于东道国视角  

Overseas Economic and Trade Cooperation Zones and the Division of Labor in Global Value Chains:The Host Country Perspective

作　　者：张晨霞 陈默 李荣林[3] ZHANG Chenxia;CHEN Mo;LI Ronglin(Business School,Huaiyin Institute of Technology,Huai'an 223001,China;International School of Low-Carbon Studies,Shandong University of Finance and Economics,Jinan 250014,China;Economics School,Nankai University,Tianjin 300071,China)

机构地区：[1]淮阴工学院商学院,江苏淮安223001 [2]山东财经大学中国国际低碳学院,山东济南250014 [3]南开大学经济学院,天津300071

出　　处：《南京财经大学学报》2025年第1期23-33,共11页Journal of Nanjing University of Finance and Economics

基　　金：国家社会科学基金重大项目“一带一路与南南合作背景下的中非产能合作问题研究”(19ZDA063)。

摘　　要：从东道国视角出发,分析境外经贸合作区对全球价值链分工地位的影响。研究发现,合作区建立对东道国全球价值链分工地位的提升有显著正向影响,该结论在经倾向得分匹配双重差分检验、机器学习检验、双向固定效应校正检验和内生性分析检验等诸多稳健性检验后仍有效。产业转移和基础设施建设可能是合作区影响全球价值链分工地位的作用机制。异质性研究表明:(1)通过考核的合作区对全球价值链分工地位的促进作用更为明显;(2)合作区对第二、第三产业的全球价值链分工地位的促进作用更为明显;(3)合作区对高收入国家的全球价值链分工地位的提升效应不明显。扩展性分析表明,境外经贸合作区能够有效发挥其与“一带一路”倡议及区域自贸协定的联动作用。研究结论为依托境外经贸合作区平台推动全球价值链治理体系朝着互利共赢合作的方向发展开拓了思路。This paper analyzes the impact of overseas economic and trade cooperation zones on the division of labor in the global value chain from the host-country perspective.The study finds that the establishment of the cooperation zone has a significant positive impact on the promotion of the division of labor status of the host country in the global value chain.This conclusion remains valid after several robustness tests,such as propensity score matching,difference-in-difference estimation,machine learning,two-way fixed-effect correction,and endogeneity analysis.Industrial transfer and the construction of infrastructure may be the mechanisms by which the cooperation zone affects the division of labor in the global value chain.Heterogeneity analysis shows that the cooperative zone has a more obvious role in promoting the division of labor in the global value chain and doing so in secondary and tertiary industries.For high-income countries,the cooperation zone has no obvious positive impact on the country’s position in the division of labor in the global value chain.The analysis for robustness shows that the overseas economic and trade cooperation zone can effectively link with the Belt and Road policy and regional free trade agreements.The conclusion of the study offers ideas for promoting the development of a governance system for the global value chain in the direction of mutual benefit and win-win cooperation based on overseas economic and trade cooperation zones.

关 键 词：境外经贸合作区 全球价值链分工地位 双重差分 产业转移 

分 类 号：F125[经济管理—世界经济]