OFDI与制造业价值链地位提升--基于“一带一路”沿线国家面板数据的研究

OFDI and the Promotion of Manufacturing Value Chain:An Empirical Study on the Belt and Road Initiative

以"一带一路"沿线国家为研究样本,构建对外直接投资对价值链升级的理论模型,使用2000-2016年的国别数据,通过动态面板实证研究了OFDI对母国制造业价值链地位的影响。结果表明:OFDI对母国制造业价值链提升具有显著的正向影响,影响机制主要有专业分工效应、逆向技术溢出效应和市场规模扩大效应。中国对"一带一路"沿线国家的直接投资有利于提升自身价值链地位。中国对中南半岛和孟中印缅经济走廊、中巴和中国-中亚-西亚经济走廊沿线国家的直接投资主要通过专业分工效应来提升价值链地位,对中蒙俄和新亚欧大陆桥经济走廊沿线国家的直接投资主要通过逆向技术溢出效应和市场规模扩大效应来提升价值链地位。

Taking the countries along the"one belt and one road"as research samples,this paper constructs a theoretical model of the value chain upgrading of foreign direct investment,and uses 2000-2016 years of country data to empirically study the impact of foreign direct investment on the status of manufacturing value chain through dynamic panel.The results show that OFDI has a significant positive impact on the upgrading of home manufacturing value chain.The main influencing mechanisms are professional division effect,technology reverse spillover effect and market scale expansion effect.China’s direct investment in the"one belt and one way"countries will help improve their value chain status.China’s direct investment in the Central and South Peninsula,the Bangladesh-China-India-Myanmar Economic Corridor,China-Pakistan and the countries along the China-Central Asia-West Asia Economic Corridor mainly promotes the value chain status through the professional division effect,while the direct investment in the countries along the China-Mongolia-Russia and the New Asia-Europe Continental Bridge Economic Corridor mainly promotes the value chain status through the technology reverse spillover effect and the market scale expansion effect.