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国内价值链视角下数字经济部门位置变动与驱动因素研究

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从产出供应链和投入需求链的双视角对中国数字经济部门国内价值链位置嵌入进行测度,并对产出上游度和投入下游度进行结构分解,进一步揭示了中国数字经济部门国内价值链位置嵌入变化的驱动因素.研究结果表明,数字经济部门整体产出上游度和投入下游度排名稳定且靠前,分大类数字经济部门的国内价值链位置存在较大差异.结构分解结果表明,数字经济部门整体国内价值链位置变动驱动因素正在经历由行业内效应向行业间效应的转变过程;分大类数字经济部门国内价值链位置变动分解结果表明,行业内效应是引起产出上游度和投入下游度变动的主要驱动因素.进一步分解结果表明,中间品供应网络效应是数字经济部门国内价值链位置下降的主要原因,而增加值规模效应是促进数字经济部门国内价值链攀升的主要驱动力,但是驱动作用明显不足.
Research on the positional changes and driving factors of digital economy sectors from the perspective of domestic value chain
This paper measures the embedding of China's digital economy sector in the domestic value chain position from the dual perspectives of the output supply chain and the input demand chain.It also con-ducts a structural decomposition of the output upstreamness and input downstreamness to further reveal the driving factors behind the changes in the embedding of China's digital economy sector in the domestic value chain position.The following conclusions can be drawn.First,the overall upstreamness of output and down-streamness of input in the digital economy sector rankings remain stable and high,and there are significant differences in the domestic value chain positioning among classified major categories of digital economy sec-tor.Second,the results of structural decomposition reveal that the driving factors behind the overall changes in the domestic value chain positioning of the digital economy sector is undergoing a transition from"intra-industry effects"to"inter-industry effects".The decomposition results of the changes in the domestic val-ue chain positioning of different categories of digital economy sectors indicate that"intra-industry effects"are the main driving factors behind the changes in upstreamness of output and downstreamness of input.Third,further decomposition indicates that the intermediate supply network effect is the main reason for the decline in the domestic value chain position of the digital economy sector,while the value-added size effect is the main driving force behind the ascent of the domestic value chain position of the digital economy sector,although its driving force is clearly insufficient.

digital economydomestic value chainoutput upstreamnessinput downstreamnessdriving factors

张义祥、吴洁

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上海财经大学,上海 200433

数字经济 国内价值链 产出上游度 投入下游度 驱动因素

2024

财贸研究
安徽财经大学

财贸研究

CSSCICHSSCD北大核心
影响因子:2.022
ISSN:1001-6260
年,卷(期):2024.35(12)