全球价值链嵌入、研发强度与制造业供给质量提升

Global value chain embeddedness, R&D intensity and the improvement of supply quality of manufacturing industry

利用省级层面数据对中国东、中、西部的全球价值链嵌入水平进行了测度,并利用门槛效应模型分析了全球价值链嵌入在研发强度的影响下,对中国制造业供给质量的作用机制。主要的研究结论有:中国全球价值链嵌入具有明显的'东高西低'、'东降西升'和'单核集聚'的特征;研发强度不足时,全球价值链嵌入易导致企业陷入'低端锁定'陷阱与'资金和市场双重缺乏'困境,不利于制造业供给质量提升;随着研发强度的提升,全球价值链嵌入收益终会超过'嵌入成本',进而促进制造业供给质量的提升,且研发强度越强,该促进作用越明显。研究结果可为中国突破产能过剩约束、实现制造业转型升级提供启示与借鉴。

The paper measures levels of global value chain embeddedness based on the provincial level data of China,and analyzes the mechanism of global value chain embeddedness on manufacturing supply quality under the influence of R&D strength using the threshold effect model.The main conclusions are:east is high while west is low,east is dropping while west is growing and single core agglomeration are obvious characteristics of global value chain embeddedness;when research strength is insufficient,the global value chain embeddedness leads enterprises into the trap of'low-end locking'and the dilemma of'dual deficient of capital and market',which is not in favor of the promotion of manufacturing quality of supply;global value chain embeddedness will benefit more than the'embedded cost'along with the growth of R&D,so it can enhance the quality of supply,and the more R&D are input,the more obvious the promoting role becomes.Conclusions can provide enlightenment and reference for China to break through the constraints of overcapacity and realize the transformation and upgrading of manufacturing industry.