全球价值链视角下中国总进口的增加值分解

Value-Added Decomposition of China's Gross Import Under Global Value Chains

文章以Wang Zhi等(2013)提出的一国部门、双边和双边部门总出口分解框架构建了总进口分解模型,将各个层面的进口分解为增加值进口、返回国内的增加值、被出口国和第三国吸收的出口国增加值以及纯重复计算的中间品贸易等组成部分,并根据贸易品的价值来源、最终吸收地和吸收渠道不同,区分为16种不同路径。通过将进口增加值分析框架应用于世界投入产出数据库,论述了如何利用分解结果分析各国进口行业结构、国家分布以及在全球价值链中生产地位的差异;此外,文章利用该框架对中国进口技术复杂度以及进口结构变动幅度进行了重新测度。

Using WIOTs from 2000 to 2014 released by WIOD,this paper extends the gross exports accounting framework at the sector,bilateral,or bilateral sector level,recently proposed by Wang,Wei and Zhu( 2013),to one that decomposes imports at all levels into value-added imports,returning value-added,valued-added absorbed by foreign countries and purely double-counted trade in intermediate goods,etc. These are divided into sixteen pathways depending on tradable goods' value source,territory of final absorption and absorption channels. According to the newly-built gross import accounting framework,we show how the decomposition results can be used to analyze the import trade structure and production status in the global value chains. In addition,we reestimate China's import complexity and structure change.