双循环背景下中国嵌入全球价值链和国内价值链的区域特征

Characteristics of China’s Region Embedded Global Value Chain and National Value Chain Under the Background of Dual Circulation

本文基于最新的中国区域间投入产出模型和扩展的WWZ模型对31个省级区域贸易增加值进行完全分解,据此分析区域贸易的实际规模,以及嵌入全球价值链、国内价值链的程度特征。结果表明:(1)各区域均是全球价值链、国内价值链的受益者,沿海省份贸易形成的增加值明显较多。(2)区域增加值比重明显下降,沿海省份贸易增加值比重低于其他内陆省份。(3)区域参与全球价值链和国内价值链程度整体提升,沿海省份参与全球价值链程度较高,内陆省份参与国内价值链程度较高。(4)区域全球价值链和国内价值链参与度具有明显的“三大增长极”周边效应,长三角、珠三角、京津冀周边省份相对较高。(5)区域国内价值链参与度提升幅度高于全球价值链,表明区域经济发展越来越多地依赖国内市场,国内价值链发挥越来越重要的作用。(6)区域增加值供需偏好具有明显的“地理邻近”特征和“沿海”效应,各区域增加值主要流向和来源于相邻地区或沿海地区。

According to China multi-regional input-output tables and extended WWZ model,the paper analyzes the characteristics of china’s region embedded Global Value Chain(GVC)and National Value Chain(NVC)under the background of dual circulation.Our studies indicate the followings.(1)China’s regions are the beneficiaries of GVC and NVC,and the added value of trade in coastal provinces is more.(2)The added value ratios are showing a downward trend,the added value ratio of the coastal provinces is lower.(3)The participation levels in GVC and NVC are rising as a whole.the coastal provinces mainly tend to embedded GVC while the inland areas are mainly embedded in NVC.(4)Participation levels of GVC and NVC in the provinces near Jing-Jin-Ji,Yangtze and Pearl River Delta regions are higher.(5)The increase of NVC participation levels is higher than that of GVC in China,indicating that China’s economic development is increasingly dependent on the domestic market,and the domestic value chain is playing a more important role.(6)The value-added supply and demand flowing of all regions has significant adjacent or coastal characteristic.More value-added supply of all regions flows to the adjacent area or the coastal area,and their more value-added demand comes from the adjacent area or the coastal area.