全球价值链重构与“引进来”“走出去”的再思考

Global Value Chain Reconstruction and Rethinking of the Strategy of “Bringing in” and “Going out”

从改革开放之初的"引进来"以资源禀赋比较优势嵌入发达国家主导的全球价值链,到入世之后"引进来"和"走出去"联动以综合性比较优势深度融入全球价值链,我国完成了融入发达国家主导的全球价值链的基本进程。然而随着国际国内形势的重大变革,一方面我国攀升全球价值链高端的路径受阻;另一方面我国已经具备构建全球价值链的现实能力。因此,我国应通过"引进来"和"走出去"的双向互动逐步构建和主导"一带一路"区域价值链、东亚区域价值链以及攀升发达国家主导的全球价值链高端,以区域价值链嵌入和融合全球价值链的方式逐步推进全球价值链的重构。

From the "bring in" at the beginning of reform and opening-up, China embedded its comparative advantage of resource endowment into the GVC dominated by developed countries, to the "bring in" and "going out" after China’s accession to WTO, China deeply integrated into the GVC with its total factor comparative advantage, thus completing the basic integration into the GVC dominated by western developed countries. However, with the great changes of international and internal situation for economic development, the path to upgrade the GVC is blocked for the one hand, and China has already got the ability to construct its own GVC for the other hand. Thus, China should gradually dominate and construct regional value chain of the Belt and Road, East Asia regional value chain, upgrade high value ends of GVC dominated by developed countries, and then to reconstruct GVC by regional value chain.