国内价值链、市场化程度与经济增长的溢出效应

National Value Chain, Marketization and Spillover Effect of Economic Growth

本文利用2002、2007和 2010年中国 30个省(区市)区域间投入产出表探讨了包含地区-产业双重维度国内价值链(NVC)分工网络下经济增长的溢出效应,并基于“微笑曲线”理论从静态和动态两个维度将这一溢出效应解构为静态制造前、后向溢出效应及动态制造前后追赶-竞争效应三种溢出机制,拓展分析了市场化程度对 NVC溢出效应的作用。结果表明:中国经济增长通过NVC联结的分工网络产生了显著溢出效应,且以后向溢出效应为主,伴随先产品市场后要素市场渐进性改革而出现的 NVC“上游环节垄断分割、下游环节竞争开放”的非对称结构是其主要原因。市场化程度高能够增强 NVC三种溢出机制的有效发挥,从而放大经济增长通过 NVC分工网络产生的溢出效应。

This paper uses 2002. 2007 and 2010 interregional input-output tables for China to discuss the spillover effects of economic growth in the NVC linked labour division network with regional-industrial dimensions, further deconstructing this spillover effect into three types of embodiment mechanisms, from static and dynamic dimensions, based on the 14 smile curve'' theory, specifically the pre-manufacturing stages' forward spillover, the post-manufacturing stages' backward spillover and the preand post-manufacturing stages' catching-up and competition effect, then analysing the effect of the marketization degree on NVC spillover. The results reveal that: China's economic growth produces significant spillover efiFects throu^i the NVC linked labour division network, and this spillover effect is mainly caused by the backward spillover effect. The asymmetric structure of NVC "upstream monopolistic-segmentation and downstream competition-opening" accompanied by the gradual reform of the product market prior and the factor market later is a potential reason for this. At the same time, a higher degree of marketization can improve the effective use of NVC's three spillover mechanisms, thereby amplifying the economic growth spillover effects through the NVC linked labour division network.