自由贸易协定网络化发展与制造业投入服务化——基于网络地位优势的分析  

Free Trade Agreement Network and the Servitization of Manufacturing Input--An Analysis Based on the Advantages of Network Position

作　　者：孟夏 张俊东 MENG Xia;ZHANG Jundong

机构地区：[1]南开大学亚太经济合作组织研究中心 [2]南开大学经济学院

出　　处：《国际贸易问题》2025年第3期26-43,共18页Journal of International Trade

基　　金：教育部高校人文社会科学重点研究基地重大项目“我国在亚太地区推进高水平自由贸易区网络建设研究”(22JJD790042)。

摘　　要：本文从服务嵌入总量和服务嵌入深度的双重视角,系统探讨了价值链分工条件下一国自由贸易协定网络地位优势对制造业服务化的影响及内在机制,并考察了制造业数字要素投入的调节效应。研究表明,无论是二元网络还是加权网络,一国在网络中的一阶、高阶自由贸易协定关联对制造业投入服务化水平均具有显著的正向影响,且主要通过成本削减机制、全球生产分工网络中心地位提升机制、进口竞争机制发挥作用。同时,自由贸易协定网络地位优势的促进作用在国内环境规制约束较强的国家,以及分工位置处于相对下游的行业、高科技行业更为突出,且作用强度会随各国地位优势的非对称变化而动态调整,在一国缔约取得阶段性新突破时会明显增大。进一步分析发现,自由贸易协定网络地位优势还显著降低了服务嵌入深度,推动服务要素与制造业分部门更直接融合。此外,制造业数字要素投入对网络地位优势在服务嵌入总量、深度两维度上的作用均具有强化效应。本文为我国在构建面向全球的高标准自贸区网络过程中同步实现制造业转型升级和高质量发展提供了理论依据和经验参考。From the perspectives of both the overall quantity and depth of service embodiment,this paper systematically examines the impact of a country's position within the free trade agreement(FTA)network on the servitization of manufacturing and its mechanism.We also examine the moderating effect of digital factor inputs.The findings reveal that a country's first-order and higher-order FTA connections significantly enhance the level of servitization in manufacturing,irrespective of whether measured in a binary or weighted network.This influence primarily operates through three mechanisms:cost reduction,the promotion of centrality in the global production network,and increased import competition.Furthermore,the positive impacts of network position are particularly pronounced in nations with stringent environmental regulations,sectors located downstream in the production process,and high-tech industries.The intensity of this effect varies based on the specific advantages held by different countries and intensifies as a country engages in more FTA formations.Further analysis indicates that the advantages of FTA network position substantially diminish the depth of service embodiment,thereby promoting a more direct integration of service elements with manufacturing subsector.Moreover,digital factor inputs within manufacturing industries amplify the impact of a country's network position advantages on both the overall quantity and depth of service embodiment.This study provides theoretical insights and practical guidance for China in achieving manufacturing transformation,upgrading,and high-quality development while building a globally open,high-standard network of free trade zones.

关 键 词：自由贸易协定网络 制造业投入服务化 服务嵌入总量 服务嵌入深度 

分 类 号：F744[经济管理—国际贸易]