我国制造业垂直专业化生产与全球价值链升级的关系——基于全球价值链治理视角

The Relationship between Manufacturing's Vertical Specialization and the Upgrading of Global Value Chains——based on the Governance of the Global Value Chains

本文基于全球价值链治理视角,对我国制造业垂直专业化生产与其全球价值链升级的关系进行了实证分析,结果显示:我国制造业垂直专业化水平与其全球价值链升级呈倒"U"型关系。说明,在嵌入全球价值链初期,我国制造业通过不断地满足发达国家价值链治理的参数(国际化生产标准)、接受发达国家的技术指导与培训或通过"干中学"效应,对价值链升级带来了促进作用,但是随着垂直专业化水平的不断加深,其生产环节受到了发达国家价值链治理的"锁定",从而抑制了价值链的升级。

Based on the governance of the global value chains, this paper set panel data model and imperially investigates the relationship between manufacturing＇s vertical specialization and the upgrading of global value chains, the result shows that the relationship between manufacturing＇s vertical specialization and the upgrading of global value chains is an inverted ＂U＂. That is to say, at the preliminary stage of embedding in global value chains, the manufacturing of our country benefits from needing the governance of the global value chains;parameters of the developed countries, from the development countries＇s technical instructions or trainings, from the ＂learning and doing＂ effectiveness, and brings promoting effects to the upgrading of global value chains. But along with the deepen of the vertical specialization, the production links were locked by the developed countries, from then on, the upgrading of global value chains were restrained.