装备制造业全球分工地位提升的路径选择——基于“双循环”新发展格局视角

The Path Choice for Improving the Global Division of LaborPosition of Equipment Manufacturing Industry——Based on the New Development Pattern of “Double Circulation ”

构建新发展格局是全面建设社会主义现代化国家的战略任务,装备制造业高质量发展是我国经济高质量发展的重中之重。本文将国内国际双循环与装备制造业纳入统一分析框架,利用世界投入产出表研究装备制造业全球分工地位提升的路径,并重点分析国内循环的内在机制。研究结果表明:国内循环显著促进装备制造业全球分工地位的提升,国际循环对处于价值链高端位置的经济体具有正向影响,对处于低端位置的经济体具有负向影响。中介效应表明:国内循环通过促进技术进步和增强行业集中度双渠道实现装备制造业全球分工地位提升。调节效应表明:国际循环会抑制行业规模和技术进步对国内循环的提升作用,进而影响全球分工地位。以上研究结论对我国装备制造业的全球价值链高端攀升,破除“低端锁定,高端封锁”困境有着重要意义。

Building a new development pattern is a strategic task for comprehensively building a socialist modernized country,and high-quality development of the equipment manufacturing industry is a top priority for China s high-quality economic development.This paper brings the domestic and international dual circulation and equipment manufacturing industry into the unified analysis framework,and using the world input-output table to study the impact of domestic cycle and international cycle on the global division of labor status of equipment manufacturing industry,furtherly focusing on the internal mechanism of domestic cycle.The results show that the domestic cycle significantly promotes the global division of labor status of the equipment manufacturing industry,and the international cycle has a positive impact on the economy at the high end of the value chain and a negative impact on the low-end position.The mediating effect indicates that the domestic cycle promotes the global division of labor status of the equipment manufacturing industry by promoting technological progress and strengthening industry concentration.The regulation effect shows that the international cycle will restrain the promotion of the industry scale and technological progress on the domestic cycle,and then affect the status of the global division of labor.The above research conclusions are of great significance for Chinese equipment manufacturing industry to climb the high end of the global value chain and break of the dilemma of“low-end locking,high-end blockade”.