经济全球化中制造业垂直分离的研究

Studies on the Vertical Disintegration of Manufacturing in Economic Globalization

文章在分析制造业垂直分离动因的基础上,解析了垂直分离与贸易一体化两个重要经济现象之间的内在关系,提出了若干假说,并运用投入产出表对中国及长三角的垂直分离程度进行了测算,最后以江苏为例,对垂直分离的相关性进行了计量检验。结果支持了假说,贸易一体化及其派生变量资本化指数、行业外向度对垂直分离具有较高的解释能力,能解释垂直分离的变量还有交易费用和行业特性等。

After analyzing the impetus of vertical disintegration of manufacturing, we give some propositions and estimate the degree of vertical disintegration of China and the Yangtze River Delta, and then, we give correlation tests based on input-output tables of Jiangsu province. The result supports the hypothesis that integration of trade and its derived variable, such as extroversive index, capitalization index can explain the facts of vertical disintegration. Other variables, such as transaction cost, technical separability etc. can also give the explanation.