国家价值链与中国经济平衡发展--新发展格局下的理论与经验分析

National Value Chain and China's Balanced Economic Development:The Theoretical and Empirical Analysis under the New Development Paradigm

在新发展格局背景下,充分发挥国内大市场的优势,加快建设中国国家价值链具有了更突出的意义。本文从马克思主义政治经济学理论和当前新发展格局下的现实要求出发,分析了加快建设国家价值链的战略必然性,并强调应重视其对国内经济平衡发展的作用,且应建立在国内国际市场相互促进的基础上。进一步展开实证检验发现:第一,国家价值链有助于中国经济更平衡地发展,并能“纠偏”全球价值链嵌入不均下的地区间经济发展不平衡;第二,通过识别国家价值链建立在国内国际市场联动基础上的“复合型”与仅限国内市场的“单一型”,本文发现“复合型”国家价值链发挥了积极作用,并具体通过提高欠发达地区自主发展能力、加强产业关联、推动技术升级的作用渠道来实现;第三,信息化均衡发展作为互补性条件发挥“放大镜”效应,能促进国家价值链对国内经济平衡发展的正向作用。本文为新发展格局下的中国国家价值链建设提供了有益思路。

As China moves faster to construct the new development paradigm, it is of more prominent significance to make full use of the huge domestic market and build the national value chain. Combining theories of Marxist political economy with the real-life demands under the new development paradigm, this paper analyzes the strategic inevitability of accelerating the construction of the national value chain which should attach importance to its role in the balanced development of domestic economy, and should be established on the basis of mutual promotion between domestic and international markets. In terms of empirical analysis, this paper finds that the national value chain can alleviate the imbalance in regional economic development caused by imbalanced participation in the global value chain. Compared with the “single type” national value chain based on the domestic market only, this paper finds that the “composite type” based both on domestic and foreign markets can promote the more balanced development of domestic economy, by improving the self-development capacity of underdeveloped areas, strengthening inter-industry connection, and promoting technological upgrading. In addition, balanced development of informatization will serve as a complementary condition to promote the positive correlation between the national value chain and the balanced development of domestic economy. This paper provides useful ideas for how to build the national value chain under the new development paradigm.