中国计算机、光电产业在全球价值链分工中的依赖关系--基于TiVA数据的分析

Dependence relation of Chinese computer and electronic and optical industries in global value chains:analysis based on TiVA data

基于TiVA数据对中国计算机、光电产业在全球价值链分工中的依赖关系从上游依赖和需求依赖两个层面进行分析研究。研究结果显示:(1)中国计算机、光电产业对主要上游国(地区)的境外上游依赖在波动中不断下滑,对境内上游产业的依赖逐渐增强。(2)发达国家(地区)是中国计算机、光电产业重要的最终需求依赖国(地区),但对其依赖程度逐渐下降;中国计算机、光电产业对发展中国家的最终需求依赖不高,但在逐渐增长。(3)中国计算机、光电产业对美国最终需求的依赖程度最大,且对其中间品需求依赖有所上升,欧盟次之,日本、加拿大紧随其后。(4)中国计算机、光电产业在与韩国和墨西哥的贸易中体现出上游地位的增强。

This paper studies the dependence relation of Chinese computer and electronic and optical industries in global value chains from two aspects:upstream dependence and final demand dependence.The results show that:(1)The upstream dependence of Chines computer and electronic and optical industry on major overseas countries(regions)is declining in the fluctuation,and the dependence on domestic upstream industries is grad-ually increasing.(2)Developed countries(regions)are the important demanding dependent countries(regions)of Chinese computer and electronic and optical industry,but the degree of dependence is gradually sliding.Chi-nese computer and electronic and optical industry is not highly dependent on the demand of developing coun-tries,but they are growing gradually.(3)Chinese computer and electronic and optical industry is most depen-dent on the demand of the United States and intermediate products demanding dependence of United States is in-creasing,followed by European Union,Japan and Canada.(4)Chinese computer and electronic and optical in-dustry occupies upstream position only in the trade between South Korea and Mexico.