摘要
本文在全球价值链的基础上考虑国内价值链,首次构建一国内部地区出口增加值的分解框架,并据此框架进行中国省级出口的增加值分解及应用研究。结果表明:(1)各省出口价值来源中,本地增加值份额最高,回流增加值份额最低,国内垂直专业化份额和国际垂直专业化份额居中;各省经济发展水平和本地增加值份额及国际垂直专业化份额分别呈很强的负相关和正相关关系。(2)以增加值出口衡量的各省出口差距明显缩小;具有比较优势的省份-产业往往也更有优势为其他省份提供出口增加值;中国出口的低本地增加值率主要源于沿海省份制造业的增加值出口和总值出口之比较低。(3)以增加值出口和以总值出口衡量的显性比较优势呈现差异,对于许多省份-产业而言,比较优势甚至发生了逆转;对于大部分省份而言,以增加值出口衡量的出口专业化程度要低于以总值出口衡量的出口专业化程度。
This paper considers both global value chains and domestic value chains, building for the first time a framework tracing value added in one country＇s exports at the regional level. Then, based on this framework, this paper traces value added in China＇s exports at the provincial level, and makes some applications. The results reveal that： （1） Among the sources of value of every province＇s export, domestic value added has the highest share, returned domestic value added has the lowest share, and domestic vertical specialization and foreign vertical specialization have medium shares. The level of development has negative and positive correlations with the share of domestic value added and the share of foreign vertical specialization respectively. （2） The gap among every province＇s export will narrow if measured by value added export. The province-industry with comparative advantage tend to provide more value added to other provinces. China＇s low ratio of domestic value added in exports is mainly due to low ratio of value added exports to gross exports in manufacturing industries in coastal provinces. （3） There are differences between revealed comparative advantage measured by value added exports and gross exports; and as for many province-industries, the revealed comparative advantage even reverses. As for most provinces, the level of export specialization measured by value added export is less than it measured by gross exports.
出处
《经济研究》
CSSCI
北大核心
2016年第1期84-98,113,共16页
Economic Research Journal
基金
国家自科基金应急管理项目"APEC地区贸易增加值核算及相关政策研究"(71441012)
中国社科院世经政所重点课题"全球价值链背景下中国国际分工地位现状及提升对策研究"
中国社科院世经政所创新项目"全球价值链背景下中国对外贸易战略研究"等的资助
关键词
全球价值链
增加值分解
比较优势
出口专业化
Global Value Chains
Value Added
Comparative Advantage
Export Specialization
