原产地规则与企业链长——基于区域价值链的视角

Rules of Origin and GVC Length-From the Perspective of Regional Value Chain

后疫情时代全球价值链生产体系系统性风险加剧,我国迫切需要打造区域价值链来维护产业链供应链安全。原产地规则难以适应碎片化的全球价值链生产模式,却为巩固区域价值链提供了契机。本文基于区域价值链的视角,考察原产地规则对企业生产阶段区位配置的影响。通过构建异质性企业出口行为选择模型,揭示了原产地规则影响企业区域价值链长度的理论机制。并以中国东盟自贸区协议签订为准自然实验,利用三重差分法进行了实证检验。研究发现,原产地规则通过企业生产成本和贸易成本影响了区域价值链的发展。

We examine the impact of the rules of origin(RoOs)on the production allocation of Chinese firms from the perspective of the regional value chain to uncover the theoretical mechanism through which RoOs affect the firms'length of the regional value chain by constructing a heterogeneous firm export behavior selection model.Using the triple difference method and the China-ASEAN Free Trade Area Agreement as a quasi-natural experiment,it finds that RoOs affect the regional value chain through the production and trade costs of firms.