自由贸易协定深度对国内增加值出口的影响研究

The Effect of the Depth of FTAs on Domestic Value-Added Exports

过去30年,全球价值链和自由贸易区的快速发展成为国际贸易领域的两大新特征。旨在加强成员间“贸易政策协调”的深层次自由贸易协定(FTA)超越了WTO授权范围,对全球价值链驱动下的增加值贸易产生了深刻影响。实证分析表明:首先,自由贸易协定深度对成员国的总出口和增加值出口均具有显著的促进作用;其次,自由贸易协定不仅提高了简单价值链和复杂价值链贸易的出口水平,而且对各子项增加值出口均具有不同程度的促进效应。深入研究发现,自由贸易协定成员间的经济水平差异和组成结构对增加值出口具有异质性效应。此外,从自由贸易协定内容条款来看,WTO-X条款对国内增加值的出口效应更为明显。

Over the past three decades,the rapid development of global value chains and free trade agreements(FTAs)have become two new features of international trade.The deep FTAs which aim at strengthening“trade policy coordination”among members have gone beyond WTO authorization and exerted a profound influence on value-added trade driven by global value chains.Empirical analysis shows that the depth of FTAs has significant positive effects on both the total trade and value-added trade among member countries.Secondly,FTAs not only enhance the export levels of simple and complex global value-chain trade,but promote value-added export of each sub-items to various degrees.Further study shows gaps in economic levels among FTA members and FTA structures can lead to heterogeneous effects on domestic value added exports.Besides,from the perspective of FTA contents,WTO-X clauses have more important effects on members’domestic value-added exports.