东亚区域零散化生产背景下的我国产业内贸易实证研究——基于区分制成品与零部件产业内贸易的新视角

China's Intra-industry Trade in the Context of East Asian Fragmentation Production:An Empirical Study based on a New Perspective of Distinguishing between Finished Products and Parts of Intra-industry Trade

本文以Falvey(1981)和Fukao(2003)的模型为基础,在区分制成品与零部件产业内贸易的新视角下,对我国产业内贸易进行理论与实证研究。理论分析认为,东亚零散化生产网络下我国垂直型产业内贸易的制成品部分可以采用传统的垂直产品差异化模型解释,但是零部件产业内贸易部分需要进一步拓展。同时,计量实证检验发现,尽管FDI对我国制成品和零部件产业内贸易均具有显著正向影响,但要素禀赋和人均收入差异在对制成品产业内贸易具有正向推动作用的同时,对零部件产业内贸易影响却不显著。这都证明了,我国零部件产业内贸易在很大程度上是一种迂回贸易,采用传统的垂直产品差异化模型解释我国的产业内贸易存在不足,有必要采取新视角或者进一步拓展传统意义上产业内贸易的内涵。

On the basis of the model of Falvey(1981) and Fukao(2003) and distinguishing between finished products and components IIT,this paper analyzes China's IIT theoretically and empirically.The results show that,in East Asia's network of fragmentation production,China's finished products in vertical IIT partly conform to the traditional vertical product differentiation model,but not the components IIT.Although FDI has a positive effect on both finished products and components IIT of China,factor endowment and per capita income only promote finished products IIT and affect components IIT insignificantly.All of the results prove that China's components IIT is back-and-forth trade to a large extent.It is deficient to use the traditional vertical product differentiation model to explain China's IIT.Therefore,it's necessary to adopt a new perspective or extend the traditional connotation of IIT.