基于世界投入产出表的中国制造业垂直专业化结构分解

Structure Decomposition of Vertical Specialization of China's Manufacturing Sectors Based on World Input-output Tables

垂直专业化指数可用来衡量一国或部门参与全球价值链分工的程度。但在全球价值链分工迅猛发展的今天，仅仅计算垂直专业化指数的大小是不够的，我们还需考察垂直专业化的结构特征。本文利用最新的贸易增加值分解方法和世界投入产出数据库，将1995～2011年中国制造业各部门出口产品的垂直专业化分解为最终产品出口的国外增加值、中间产品出口的国外增加值以及来自国外账户的纯重复计算部分，考察了中国制造业各部门的垂直专业化结构特征和变动趋势，为衡量中国制造业在全球价值链上的真实地位提供了理论参考和政策建议。

Vertical specialization index can be used to measure the foreign value embodied in a country＇s exports. With the fast development of global value chains, however, it is not enough to only consider the absolute level of vertical specialization index; we should still pay much more attention to the structure of vertical specialization. Using the latest decomposition method of value added in trade and drawing on world input output tables, this paper decomposes the vertical specialization of China＇s manufacturing exports into three parts, namely foreign value added in final exports, foreign value added in intermediate exports and the double counted value from the foreign account. By analyzing the structural features and the trend of change in vertical specialization of China＇s manufacturing exports, this paper presents theoretical reference for the precise measurement of the real position of China＇s manufacturing sectors in the global value chain as well as policy implications.