摘要
区域化是当今全球价值链重构的一大趋势.本文基于UIBE Indicators数据库中的投入产出表,分别从中间品贸易分布、价值链长度和位置视角揭示了当前全球价值链区域化发展的演变方向和趋势.研究发现:(1)1996-2018年间全球中间品贸易分布矩阵逐渐稀疏,向东亚、欧洲、北美三大区域聚集,全球价值链中心东移.(2)以工业品出口为主的国家向价值链上游移动,中美两国产业竞争加剧.(3)全球价值链的区域化发展将朝着差异化、近邻化、数字化和绿色化演变.
Abstract
Regionalization is a major trend in the restructuring of global value chains today.Based on the input-output table in the UIBE Indi-cators Database,this article reveals the current evolution direction and regionalization trend of global value chains from the perspectives of trade distribution of intermediate goods,value chain length and location,respectively.It is found that:(1)The global distribution matrix of trade in inter-mediate goods has gradually thinned out during 1996-2018,aggregating to the three major regions of East Asia,Europe and North America,and the cen-ter of the global value chain has shifted eastward.(2)Countries that mainly export industrial goods move up the value chain,and industrial competition between China and the United States intensifies.(3)The re-gionalization of GVCs will evolve towards differentia-tion,proximity,digitization and greening.