GVC低端嵌入与劳动力行业间错配:机理与实证研究

Low-end Embeddedness in GVC and Labor Misallocation among Industries:Mechanism and Empirical Study

现有研究劳动力市场扭曲多基于制度视角,这无法解释制度改善背景下劳动力行业间错配程度"不降反升"的特征事实。基于中国制造业深度嵌入GVC低端的现实,先对GVC低端嵌入影响劳动力行业间配置的机理进行分析,接下来利用1997—2015年省际面板数据进行系统GMM两步法计量检验。实证结果表明,制度质量改善的确降低了劳动力行业间错配程度,而GVC低端嵌入是导致错配程度加剧的主要原因。这一研究结论启示我们要深化供给侧结构性改革,加快建设全国统一劳动力市场。

Most of existing studies about labor distortion are based on the perspective of institution,which can’t explain the stylized fact that the degree of labor misallocation among industries increases rather than decreases on the background of deepening institution.Based on the reality that China’s manufacturing industry is deeply embedded in the low-end GVC,the paper analyzes the mechanism of the impact of low-end GVC embedding on labor allocation among industries,and makes empirically test by using provincial panel data from 1997 to 2015 and GMMtwo-step method.The result show s that the improvement of institutional quality does reduce labor allocation among industries while GVC low-end embeddedness is the major cause which results in continuous rising of labor misallocation degree among industries.The research has important enlightenment to the deepening of supply-side structural reforms and the construction of a unified national labor market.