摘要
全球价值链在实践上是对20世纪90年代以来经济全球化的生动刻画,在理论上不仅推动了国际贸易理论的重大创新,而且成为一系列跨学科研究的理论底座。本文首先明确了价值增值与价值分配作为全球价值链研究核心概念的重要意义,以此为出发点梳理了全球价值链30年的发展历程,包括冷战结束后的飞速发展阶段、金融危机后的缓慢恢复阶段以及新冠疫情后向区域价值链的转移阶段。每个阶段的政策实践都引发了理论发展的分野,包括以产品内分工、FDI、外包为核心的生产组织方式分析;以领先企业、惯例原则为出发点的治理结构分析;以国家与市场关系、安全与经济关系、产业政策竞争为主要逻辑的政治经济学分析。研究范式的分野反映了全球价值链的技术和制度基础在不同时期的变化,也反映了全球价值链发展变迁的动力机制。我国学者对全球价值链的研究从功能主义的国际视角向锚定中国问题、体现中国意识的发展主义视角转变,为中国更好地参与全球价值链重构、应对国际政治经济挑战夯实了理论基础。
In practice,the global value chains(GVC)has been a vivid portrayal of economic globalization since 1990s,theoretically,GVC has promoted the major innovation of international trade theory and become the theoretical basis of a series of interdisciplinary re-searches.This paper first clarifies the significance of value addition and value distribution as the core concepts of GVC research,and sorts out the development periods of GVCs in the past 30 years,including the rapid development period after the end of the Cold War,the slow recovery period after the financial crisis,and the period of transfer to regional value chains after the pandemic.Policy practice at dif-ferent stage has triggered the divergence of theoretical development,including the analysis of production organization mode with intraproduct division of labor,FDI,and outsourcing as the core,the analysis of governance structure based on leading firms and convention principles,and the political economy analysis based on the relationship between the state and the market,the relationship between security and economy,and industrial policy competition.The divergence of research paradigms reflects the changes in the technical and institu-tional basis of GVCs in different periods,and also reflects the dynamic mechanism of GVC development.The research on GVC by Chi-nese scholars has shifted from a functionalist international perspective to a developmentalist perspective that anchors China's problems and embodies China's consciousness,which lays a solid theoretical foundation for China to better participate in the reconstruction of GVC and address international political and economic challenges.
出处
《价格理论与实践》
北大核心
2024年第2期210-214,共5页
Price:Theory & Practice
关键词
全球价值链
产品内分工
领先企业
产业竞争
制度赤字
global value chains
intra-product specialization
lead firm
industrial competition
institutional deficit
