基于价值链视角的中印经贸合作与中国货物贸易升级研究

China's Goods Trade Upgrading under the Economic and Trade Cooperation with India from Added Value Chains' View

基于价值链视角,充分考虑贸易品结构,就中印经贸往来及其在中国对印度货物贸易升级的作用进行了分析。研究发现:按照Lall产品分类标准,中国对印度高技术制成品出口额最大,对印度的出口结构持续优化。但是基于价值链视角,SITC一级分类下中国对印度出口相对价格较高的集中于初级产品,且与印度多呈现较强互补性;而在工业制成品上,对印度出口价格相对较弱,互补性近些年在增强,但仍弱于初级产品。这与按照Lall分类标准下的统计结果不符,也与两国间贸易互补性尤其是高端制成品互补性较强的理论推断相悖。随后就上述状况的原因进行实证分析,旨在为中国后续推进与印度经贸合作的范围与层次,促进对印度货物贸易升级提供借鉴。

In views of the added value chains and with the consideration of the structures of commodities,the analysis is done about the upgrading of China’s goods trade under the economic and trade cooperation with India. The research shows the most China exports to India are the high-tech and the export structure has been continuously improved under the Lall’s classification. Meanwhile,in viewof the added value chains,China’s exports to India with unit price advantage mainly focus on primary products according to the SITCtop classification,which have strong complementary relationship with India. China’s unit price advantage is relatively weak in manufactured goods,which also have weaker complementary relationship with India comparing to the primary although this relationship is strengthened in recent years.This result is different from the one according to the Lall’s classification and inconsistent with the theoretical conclusion that the complementary relationship between China and India,especially for the high-tech,should be strong considering two countries’ economic development and needs. Then,the reasons are analyzed,which aims to provide reference for China’s improving the range and the level of economic and trade cooperation as well as promoting the upgrading of goods trade with India.