中美价值链合作模式演进及其影响因素研究

A Study on the Evolution of Sino-US Value Chain Cooperation Mode and its Influencing Factors

文章从贸易合作方式、价值链合作方式和价值链合作深度三个视角,构建了"三维一体"的中美价值链合作模式指标体系,并借助于WT0/0ECD-TIVA数据库和WI0D数据库提供的基础数据,实证考察了中美价值链合作模式演进及其影响因素。研究发现:(1)中美贸易合作呈现出"价值链合作为主、非价值链合作为辅"的特征,进一步地,两国价值链合作又呈现出"直接与浅度价值链合作模式为主、间接与深度价值链合作模式为辅"的典型特征。从演进态势看,中美价值链合作存在"直接价值链合作发展缓慢,深度价值链合作不断弱化"的突出问题。(2)从影响因素看,中国产出规模扩大和中美制度质量差异显著促进了中美总体价值链合作,而美国产出规模扩大、中美劳动力禀赋差异及物资资本禀賦差异产生了显著抑制作用,政治关系改善没能产生显著影响。需特别说明的是,以上结论存在显著的价值链合作方式、价值链合作深度及行业异质性。

This paper constructs a three-dimensional integrated index system of Sino - US value chain cooperation mode from three perspectives of trade cooperation mode, value chain cooperation mode and value chain cooperation depth. Then based on the basic data provided by WTO/OECD - TIVA database and WIOD database, the paper empirically probes into the evolution of Sino - US value chain cooperation mode and its influencing factors. The study reveals that: 1. Sino - US trade cooperation shows the characteristic of Mvalue chain cooperation oriented, non - value chain cooperation as the supplement^^. Futhermore, the value chain cooperation between the two countries presents a typical feature of 44 direct and shallow value chain cooperation oriented, indirect and deep value chain cooperation as the supplement^^. In terms of the evolution trend, there is a prominent problem of "slow development of direct value chain cooperation, continuous weakening of deep value chain cooperation" existing in Sino - US value chain cooperation;2. in terms of the influencing factors, the expansion of China9 s output scale and the differences in Sino-US system quality obviously promote Sino-US value chain cooperation. However, the output scale expansion of the United States and the differences in Sino-US labor and material capital endowments become the significant brake on Sino-US value chain cooperation. The improvementof the political relation fails to exert a noticeable effect. It needs to be explained in particular that the above conclusions all have the remarkable heterogeneity of value chain cooperation mode, value chain cooperation depth and industry.