跨越中等收入阶段与中国制造业升级路径选择

Leaping over the Middle-income Stage and China’s Manufacturing Upgrade Path Selection

本文围绕中国制造业国际竞争力与升级路径竞争强度的匹配关系,提出全球价值链(Global Value Chains,GVCs)重构视角下的制造业升级路径选择假说。以中国制造业在GVCs升级路径中的表现、GVCs路径与“一带一路”RVCs路径的升级前景比较,检验假说内容、提出升级路径选择建议。实证结果显示:以“一带一路”沿线国家为主要出口市场的中国企业生产率高于出口G7国家的企业,RVCs路径更有利于中国制造业产业升级;依托RVCs路径进行产业升级也能更有效地增进国民收入增长,更有利于中国顺利跨越中等收入阶段。

This paper focuses on the matching relationship between the international competitiveness of China’s manufacturing industry and the intensity of the upgrade path competition,and proposes a manufacturing upgrade path selection hypothesis from the perspective of global value chains(GVCs)reconstruction.Based on the performance of the Chinese manufacturing industry in the upgrade path of GVCs,the upgrade prospects of the GVCs path and the“Belt and Road”RVCs path are compared,the hypothesis content is tested,and the upgrade path selection recommendations are proposed.The empirical results show that the productivity of Chinese companies with countries along the“Belt and Road”as their main export markets is higher than that of companies of exporting G7 countries,and the RVCs path is more conducive to the upgrading of China’s manufacturing industry,industrial upgrading based on the RVCs path can also be more effective.National income growth is more conducive to China’s smooth transition to the middle-income stage.