全球价值链参与、区域经济增长与空间溢出效应

Global Value Chain, Regional Economic Growth and Spatial Spillover

本文首次从空间维度解构全球价值链参与的经济增长效应,利用2000—2013年中国海关微观数据以及2002年、2007年和2010年中国30个省份的区域间投入产出表,采用探索性空间数据分析方法和空间面板模型实证检验了全球价值链参与对中国区域经济增长的影响。结果表明:全球价值链参与不仅产生地区内溢出,也产生空间溢出,表明某地全球价值链参与度的提升不仅促进了本地区经济增长,而且间接带动了其他地区经济增长;全球价值链增长效应呈现出显著的金融危机前后时段特征和国家异质性特征;在进一步深入研究全球价值链的不同嵌入方式后发现,虽然全球价值链功能嵌入相比产品嵌入对区域经济增长的地区内溢出效应更强,但在空间溢出上,功能嵌入由于服务链条的相对封闭性、知识构成的复杂性和专用性,空间溢出并不明显,产品嵌入则对区域经济增长具有显著的空间溢出。

This article deconstructs the effect of GVC participation on economic growth from spatial dimension for the first time. Combining with exploratory spatial data analysis method and spatial panel model, we empirically investigates the effect of GVC participation on regional economic growth in China. The results show that GVC participation produces not only intra-regional spillovers,but also inter-regional spillovers. At the same time, the growth effect of GVC shows significant time characteristics before and after financial crisis and national heterogeneity characteristics. Further investigating into the different GVC embedding models, the results show that compared to product-embedding, function-embedding has stronger effects on regional economic growth, but on the spatial spillover, due to the relative closeness of service chain and the complexity and specificity of knowledge, function-embedding＇s spatial spillover is not obvious, and product-embedding has significant spatial spillover on the regional economic growth.