中国与东盟四国贸易逆差下的利益探析——产品内分工视角

A Study of Interest between China and Four ASEAN Countries Under the Trade Deficit——From the Perspective of Intra-Product Specialization

在中国与新加坡、马来西亚、泰国、菲律宾四国工业制成品存在贸易逆差的背景下,利用贸易附加值来测算中国与东盟四国1995-2013年的出口贸易利益水平,从国家层面和分行业层面的趋势进行分析,研究发现中国与东盟主要依靠出口量的扩张来拉动贸易利益的增长,但是剔除出口效应后的贸易附加值率均值仅为0.2%,并且没有随出口增加而增加的趋势。在细分行业中发现"高科技"产业中出现较低的贸易附加值率,表明了加工贸易特征十分明显。

This paper uses the value added of trade to measure the export interest level of manufactured goods between China and Singapore,Malaysia,Thailand,Philippines from 1995 to 2013,then analyzes the trends on the level of countries and of the industries. It can thus be concluded that both China and ASEAN rely mainly on the expansion of exports to realize the growth in trade interest. However,the val- ue-added rate of trade after eliminating export effect is only 0.2% ,and does not increase with the expansion of exports. And the subdivided industries,especially the so-called ＂high-tech＂ industries,perform much lower in the value-added rate of trade,indicating the obvious characteristics of processing trade.