摘要
本文针对GVC将进口和出口有机整合的鲜明特点,首次从空间维度廓清了GVC对地区生产率的空间外溢机制,并结合中国海关微观数据和中国30个省份区域间投入产出表,采用静态和动态多种空间权重矩阵设定的空间杜宾面板模型实证检验了中国地区GVC参与对生产率的空间溢出效应。结果表明:GVC对生产率既产生地区内溢出,也产生地区间溢出,且这种空间溢出很大程度上是通过改善邻近地区资源再配置结构实现的。进一步考虑国内价值链后发现,GVC与NVC的空间互动增强了GVC对地区生产率的外溢效应。具体到GVC的不同嵌入模式,产品嵌入对地区生产率存在显著的空间溢出,而功能嵌入由于服务链条的相对封闭性、知识构成的复杂性和专用性呈现出本地化溢出特征,空间溢出并不明显,但NVC的构建能够促进GVC功能嵌入对地区生产率的空间溢出。总体而言,本文研究全面评估和深入认识了发展中国家嵌入GVC的生产率效应,有助于中国构筑GVC和NVC共同演进、"内外兼修"、良性对接的全新对外开放格局。
This paper based on GVC＇s distinctive characteristics of organically integrating import and export, for the first time from spatial dimension clarifies the GVC＇s spatial spillover mechanism to regional productivity, and combining with Chinese customs micro data and regional input-output table of 30 provinces empirically investigates GVC partieipation＇s spatial spillover to regional productivity using SDM with varieties of static and dynamic spatial weight matrix. The results show that GVC participation not only produces intra-regional spillovers, but also produces inter-regional spillovers, and the spatial spillover is largely realized by improving the neighborhood＇s resources reallocation. Furtherly considering the national value chain, we find that GVC interacting spatially with NVC enhances the GVC＇s regional productivity spillover effect. Being specific to different GVC embedding model, product-embedding has significant spatial spillover to the regional productivity, but function- embedding has no obvious spatial spillover and shows the characteristics of localized spillover due to the relative closeness of service value chain and the complexity and specificity of knowledge structure. However, the construction of NVC can promote function-embedding＇s spatial spillover to the regional productivity. This paper contributes to comprehensively assessing and deeply understanding the productivity effect of developing countries embedding GVC, and also is conducive to construct a new opening pattern with GVC-NVC common evolution and virtuous connection.
出处
《中国工业经济》
CSSCI
北大核心
2017年第4期94-114,共21页
China Industrial Economics
基金
教育部高校基本业务费专项基金重大项目"新型国际生产体系下中国国际竞争力研究"
关键词
全球价值链
地区生产率
空间溢出
资源再配置
国内价值链
global value chain
regional productivity
spatial spillover
resource reallocation
national value chain
