中国产业价值链位置的定量测算——基于上游度和出口国内增加值的分析

Quantitative Calculation of China's Industrial Value Chain Position:Analysis Based on Industrial Upstream and the Domestic Value-added in Exports

该文使用上游度测算各个具体产业在整个产业链上的准确位置,弥补了长期以来人们仅能定性地分析各个产业在产业链中的相对位置的不足。该文具体采用Fally在2011年提出的算法,并结合世界投入—产出表对中国1996~2011年期间各产业部门的上游度进行了定量测算,揭示了我国各产业部门在产业链中的分布状况。同时,该文还按照Koopman在2014年提出的分析框架,对相应年份中国各产业部门出口产品的国内增加值进行了测算,结果表明,我国出口产品的国内增加值总体上呈现不断增长的趋势。但是,不同产业部门出口产品创造的国内增加值差别很大。该文通过综合分析还发现,我国优势产业一直是处于上游度为2~4之间的中游产业。据此,该文提出了相应的对策建议。

This paper uses the concept of upstream degree to measure the exact position of specific industry in the value chain,while previous studies only make qualitative and relative measurement.Based on Fally＇s algorithm in 2011 and the World Input-Output Database,the study quantitatively calculates the upstream degree of various industrial sectors in China from1996 to 2011revealing the distribution of those sectors in the industrial chain.In addition,the added value of the corresponding years of Chinese industries is estimated according to Koopman＇s framework.The results show that the added value of domestic exports is basically on the rise,while the added value of different sectors varies.Finally,Chinese competitive industries are found concentrated in the midstream industry with the upstream degree from 2to 4.