基于上游延伸的中国制造业GVCs地域特征及变化机制

The Geographical Characteristics and the Evolution of China's Manufacturing GVCs: A Study Based on the Upstream Extension

本文借鉴全球价值链(GVCs)分解方法,构建了反映一国基于上游延伸的整体和行业层面GVCs地域特征综合分析框架,并根据世界投入产出表数据刻画了1995-2011年中国制造业GVCs上游延伸的地域特征和变化机制。研究结果表明,中国制造业GVCs的全球化程度日趋提升,但仍低于世界平均水平;在地域分布上呈现出全球性增强的趋势,且向全球性延伸的速度远高于区域性,地理接壤和区域性贸易组织所发挥的作用有所减弱;直接嵌入和产品嵌入是中国制造业GVCs的主要嵌入方式,也是全球性和区域性特征变化的主导因素。

Via the Global Value Chains （GVCs） decomposition method and based on the upstream extension, this paper provides a comprehensive analytical framework which reflects the regional and global characteristics of GVCs at the industry-level. Using the WIOTs data, this paper elaborates the geographical features and the mechanism of the upstream extension of China＇s manufacturing industry from 1995 to 2011. The resuh shows that, although the globalization of China＇s manufacturing GVCs was gradually im- proved, its degree and speed are still both below the global average. Geographically, China＇s manufacturing GVCs experience more globalization, and the degree and the speed of the global extension are much higher than those of the regional extension, while geographical borders and regional trade organizations play a less important role. The direct embedding and the product embedding are the major ways for China＇s manufacturing GVCs, and they also become the dominant factors of changes in global and regional characteristics.