全球化还是区域化——中国制造业全球价值链分工及演变

Globalization or Regionalization?:Fragmentation and Evolution of China's Manufacturing in Global Value Chain

基于WIOD中1995~2011年的世界投入产出表,从区域化和全球化视角研究中国制造业参与价值链分工的程度和演变趋势。结果显示:中国制造业参与价值链分工的程度整体趋于上升,但在2005~2009年间发生了暂时性的逆转;区域化趋势减弱,全球化趋势增强,具体表现为,中国所属的东亚地区的国外附加值占比不断下降,欧盟和北美地区变化幅度不大,世界其他地区占比大幅增加。中国制造业分工是真正意义上的全球价值链分工。从价值链贸易关系视角来看,中国应充分利用国内国际两个市场,建立全方位高水平的全球贸易战略,努力实现向全球价值链高端的攀升。

Based on the world input and output tables from 1995 to 2011 in WIOD, this paper studies the fragmentation and evolution of China＇ s manufacturing in Global Value Chain （GVC） from the perspective of regionalization and globalization. It finds that the integration of China＇ s manufacturing in GVC has deepened as a whole, but had a temporary reversal between 2005 and 2009; regionalization tends to weaken, while globalization tends to strengthen. Specifically, the foreign value added share of East Asia countries has declined continuously, the share of EU and NAFTA countries has had negligible changes, while the share of rest of the world has increased substantially. China＇ s manufacturing could be defined as the authentic GVC fragmentation. From the perspective of GVC trade relationship, China should take fulladvantage of domestic and international markets and establish a global trade strategy to approach the highpoint of GVC.