中国服务业是如何参与全球价值链分工体系的?——增加值平均传递步长角度的考察

China's service sectors in the global value chains: a research from the perspective of measurement of value-added average propagation length

基于跨国、跨行业投入-产出框架,从增加值平均传递步长角度,剖析了我国服务业在全球价值分工中的地位、演变规律及其提升的影响因素与内在机制。定量分析表明,得益于生产服务业较高VAPL水平和持续增长,中国整体服务业VAPL起点水平并不低,并且也呈现稳定增长特点。实证结果表明,劳动密集型服务业VAPL提升的多因素驱动性更强,技术密集型服务业则对制度环境、制造业需求关联和国内生产分割水平更敏感。国内价值链分工体系拓展,有助于激发制度和市场规模正效应;国际价值链分工体系拓展,则有助于释放创新能力正效应。

Service sectors take on considerable importance in global value chains due to its high value added within " smile curve".Based on trans-national and trans-industry input-output framework and by using measurement of value-added average propagation length( VAPL),this paper analyzes the position and evolution of China's service sectors in GVCs and proposes suggestions for its development. Our quantitative analysis shows that China's overall VAPL of service sectors has a good starting point and presents a steady growth due to its high VAPL and constant growth of producer service. Our empirical results show that VAPL of labor-intensive service sectors is influenced by multiple factors while VAPL of skill-intensive service sectors is more sensitive to institution,demand from manufacturing and domestic production segmentation. Domestic value chain helps bring about the positive effect of institutions and market scale expansion while international value chain helps produce positive effect of innovation.