首页|数字产业与制造业企业全球价值链韧性

数字产业与制造业企业全球价值链韧性

扫码查看
在全球价值链深度调整的时代背景下,数字经济渗透全产业链条,重塑国际贸易分工格局,为兼顾价值链效率与安全提供了可能性.在定义全球价值链韧性的基础上,文章系统考察了数字产业发展对制造业企业全球价值链韧性的作用效果和微观机理.研究发现,数字产业发展显著提高了企业全球价值链韧性,在考虑相关稳健性因素后,其主要结论依然成立.机理分析表明,数字产业发展通过推动国内产业链整合和提高国内中间品种类来稳固企业全球价值链分工地位.这种韧性提升效应在不同数字产业发展特征、行业和企业间呈现异质性,数字产业在高产业占比和高集聚水平的发展特征下对全球价值链韧性的促进效果更强,数字产业发展对资本与技术密集型行业和高集中度行业以及民营企业和一般贸易企业影响更为显著.进一步分析表明,实现贸易方式转换、中间品进口替代和信息成本缩减对数字产业发挥韧性提升效果有明显正向调节作用.
Digital Industry and Global Value Chain Resilience of Manufacturing Enterprises
In the era of the general downturn of the world economy,regional conflicts are frequent,trade frictions are intensified,and the vulnerability of the global value chain(GVC)is fully exposed.With the in-depth development of the value chain trade model,the digital economy penetrates the whole industrial chain,reshapes the pattern of international trade division,and provides the possibility to ensure the efficiency and security of the value chain simultaneously.China's digital industry has developed rapidly and has made outstanding contributions in the world.It is bound to become a focus for China to maintain its hard-won position in the GVC and cope with the impact of complex international trade.However,few studies analyze the development of digital industry and the resilience of GVC in the same framework,and the transmission mechanism needs to be explored.Using the China Industrial Enterprise Database,China Customs Import and Export Database,and regional data,this paper calculates the resilience of Chinese enterprises in the GVC and systematically examines the effect and micro-mechanism of the development of the digital industry on the GVC resilience of manufacturing enterprises.The results show that the development of digital industry significantly improves the resilience of the GVC of enterprises.After alleviating the endogeneity problem and replacing the variable measurement method and regression model,the conclusion remains robust.Mechanism analysis shows that the development of digital industry stabilizes the division in the GVC by promoting the integration of the domestic industrial chain and increasing the types of domestic intermediate goods.The resilience enhancement effect is heterogeneous among the digital industry characteristics,industries,and enterprises.The digital industry has a stronger promoting effect on the resilience of the GVC under the development characteristics of high industrial proportion and high agglomeration level.The development of digital industry has a more significant impact on capital-and technology-intensive industries versus high-concentration industries,as well as private enterprises and general trade enterprises.Further analysis shows that the realization of trade mode transformation,intermediate goods import substitution,and information cost reduction have an apparent positive moderating effect on the resilience improvement result of the digital industry.Compared with previous literature,the main marginal contributions of this paper lies in the following aspects.On the one hand,it verifies the important role of developing the digital industry in stabilizing the international competitive position and expands literature on the influencing factors of GVC status and resilience.On the other hand,this paper uses detailed micro-level data to conduct heterogeneity investigation at the regional,industrial and enterprise levels,and explores specific transmission paths and moderating methods,providing micro evidence for realizing the stability of the value chain position.This paper has implications for coping with the turbulent international environment based on the digital economy.It is helpful for policy-making departments to introduce guiding measures,fully stimulate the vitality of economic entities,promote the digital transformation of industrial structure,and strengthen the effective influence of the domestic intermediate product market and domestic industrial chain.Using the advantages of the digital industry,it contributes Chinese experience to the realization of GVC adversity catch-up.

digital industryindustrial chain integrationdomestic intermediate goodsGVC resiliencedigital economy

谢申祥、高新锐

展开 >

山东财经大学经济学院、山东省习近平新时代中国特色社会主义思想研究中心

山东财经大学经济学院

数字产业 产业链整合 国内中间品 全球价值链韧性 数字经济

国家社会科学基金项目国家社会科学基金重点项目

22VRC10723AZD034

2024

暨南学报(哲学社会科学版)
暨南大学

暨南学报(哲学社会科学版)

CSSCICHSSCD北大核心
影响因子:0.69
ISSN:1000-5072
年,卷(期):2024.46(5)
  • 29