中间品市场分割与制造业出口的比较优势——基于全球价值链的视角

Market segmentation of intermediate goods and the comparative advantage of manufacturing's export:based on the perspective of global value chain

充分发挥市场在资源配置中的关键作用对于"新常态"下中国出口贸易的可持续发展具有重要的现实意义。构建了可用于分析中间品市场分割对制造业行业比较优势的影响的理论框架,并采用2000—2009年WIOD数据库和《中国科技统计年鉴》的合并数据,实证检验中间品市场分割对制造业行业比较优势的影响。实证结果表明,中间品市场分割会显著降低制造业行业的比较优势,在控制影响比较优势的其他因素和考虑变量的内生性问题及测算误差后,实证结论依然稳健。其次,中间品市场分割对产出波动性较大行业和位于价值链分工下游行业的出口比较优势具有更明显的负向影响。最后,行业上游垄断时会进一步加剧中间品市场分割对出口比较优势的负向效应。

To let the market play a key role in allocation of resources has important practical significance on the sustainable development of China＇s export under the ＂new normal＂. This paper constructs the theoretical framework which can be used to analyze the effects of market segmentation of intermediate goods on the comparative advantage of the manufacturing industry,and uses the combined data of the WIOD database（ 2000—2009） and China Statistical Yearbook of Science and Technology（ 2000—2009） to verify the effects. The empirical results show that the market segmentation of intermediate goods will significantly reduce the comparative advantage of the manufacturing industry. After controlling other factors that affect the comparative advantage,and considering the endogenous problem and measuring error of variables,the empirical results are still robust. Secondly,the market segmentation of intermediate goods has a more significant negative effect on the comparative advantage of export of the manufacturing industries which have greater volatility of output or participates in the downstream of value chain division. Finally,the monopoly of upstream industry will aggravate the negative effects of market segmentation of intermediate goods on the comparative advantage of manufacturing＇s export.