全球价值链视角下中日制造业双边贸易增加值分解分析

Value-Added Decomposition of China-Japan Manufacturing Bilateral Trade from the Perspective of Global Value Chain

利用WIOD最新数据,对中日制造业双边贸易增加值进行分解分析。结果显示:中国制造业对日本出口中的国内增加值(DVA)比重明显高于日本制造业对中国出口中的DVA比重,在全球价值链中处于相对下游位置;中国低技术制造业主要对日本出口最终品,垂直专业化(VS)比重相对较低;中国中低技术制造业对日本出口中的中间品比重呈小幅下滑趋势,中高技术制造业中间品出口国外增加值(FVA_INT)比重明显低于日本,全球价值链参与度相对较低;中国高技术制造业更加依赖最终品出口,增加值出口(VAX_F)比重明显低于日本。

Using the latest world input-output data of WIOD,this paper makes a decomposition analysis of China-Japan manufacturing bilateral trade.The results indicate as follows.The domestic value added(DVA)share of China’s manufacturing exports to Japan is significantly higher than that of Japan,so that China is in a relatively downstream position in the global value chain.China’s low-tech manufacturing industries mainly export final products and the proportion of vertical specialization(VS)is low.The share of China’s medium-low-tech manufacturing intermediate exports declines slightly.Meanwhile,the foreign value added share in China’s medium-high-tech manufacturing intermediate exports(FVA_INT)is significantly lower than that of Japan,which means lower participation in the global value chain.China’s high-tech manufacturing industries depend more on final goods exports,and the share of forward-linkage value added is significantly lower than that of Japan.