全球价值链视角下的贸易发展:研究进展及评述

Trade Development from the Perspective of Global Value Chain:Research Progress and Commentary

全球价值链(GVC)将国际贸易主导方式精化至跨国产品内分工,生产工序(任务)成为贸易基本单位,参与国家(企业)的贸易收益及市场势力将由其所嵌入生产环节的增加值及位置决定。学术界逐渐对这一国际贸易新形式所具备的福利内涵及政策意义产生浓厚兴趣。文章系统梳理了全球价值链视角下的贸易发展研究文献,从"全球价值链参与"(嵌入位置及增加值)—"全球价值链影响"(技术溢出、就业效应、收入福利、出口定价、经济周期联动性、贸易政策)—"全球价值链索得"(链条位置延伸及空间延伸)三个递进视角考察贸易发展变化,并对不同视角下的研究进展给予归纳述评,最后针对现有研究不足提出今后研究拓展的方向。

The Global Value Chain(GVC)defines the international trade as the division of labor in cross-border production.The production process(task)has become the basic unit of trade.The trade income and market power of participating countries(enterprises)will be decided by the value added in the production chain and location.The academic circle has gradually developed a strong interest in the welfare and policy implications of this new form of international trade.This paper systematically sorts out the literature on trade development from the perspective of global value chains,examining the changes in trade development from"global value chain participation"(embedded position and added value)-"impact of global value chain"(technical spillovers,employment effects,income benefits,export pricing,economics cycle linkage,trade policy)-"Global value chain acquisition"(chain position extension and space extension),and presenting an in-depth review of the research progress from different perspectives.At last,in view of the lack of existing research,the direction of future research and development is proposed.