金融危机冲击下的东亚生产网络体系

East Asian Systems of Production Networks and the Shock of the Financial Crisis

东亚生产网络体系是介于企业和市场之间的生产组织形式,它既包括企业内和企业间的贸易,也包括一系列的协调关系,是东亚经济体之间新型的国际分工形式。这种分工模式超越了传统的参与全球经济的东亚模式,并对1998年东亚金融危机之后的东亚经济复兴发挥了重要作用。在2008年全球金融危机的冲击下,东亚生产网络体系的基本特征是否依然存在?在未来动荡的全球经济环境中,该体系能否继续通过区域内的合作协调而保持其生存和发展的潜力?文章利用联合国商品贸易数据库相关数据,结合异质性企业贸易理论中贸易二元边际的分析方法,对东亚生产网络体系近年的发展情况进行了实证考察。

East Asian production networks refer to the modes of production organized between firm and market,and include both intra- and inter-firm trade,as well as a series of means of coordinating trade relationships.In East Asia,production networks represent a new sort of international division of labor between economic units.Such a division of labor transcends traditional East Asian modes of participation in the global economy,and has played a key role in the recovery of East Asian economies following the 1998 financial crisis.Following the shock of the Global Financial Crisis of 2008,the question was raised as to whether the basic characteristics of East Asian production networks still exist.Within the context of the chaotic global economic environment of the future,can this system continue to maintain space for its existence and development through regional cooperation? This article applies data from the United Nations Commodity Trade database to answer this question,incorporating also an analytical frame of dual margin trade from heterogeneous firm trade theory,thereby initiating an empirical consideration of the development of East Asian production networks over recent years.