首页|全球价值链的脱钩与反脱钩:来自中国制造业企业微观数据的经验证据

全球价值链的脱钩与反脱钩:来自中国制造业企业微观数据的经验证据

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本文基于中国制造业上市公司的微观数据和WIOD及亚行的世界投入产出表数据,考察美国的价值链脱钩策略对中国企业创新内在动力的激发效应和对中国全球价值链地位攀升的影响.研究发现:首先,美国的价值链脱钩策略对中国企业创新内在动力存在显著的正向激发作用,且激发效应能够抵消遏制效应.其次,脱钩策略对中国全球价值链地位攀升的叠加效应显著为正,与产业上游度负相关,表明美国的脱钩策略并不会阻断中国全球价值链地位的攀升和产业技术水平的提高.最后,中国企业自主创新对FDI技术外溢的吸收和转化等"学习效应"过于依赖,存在"低质低效"的双低现象,降低了价值链地位攀升的效率.FDI对产业价值链地位有显著的提升作用,但对国内企业"高质高效"的自主创新具有抑制作用.本文结论为提高企业自主创新质量和效率以及价值链地位提供了政策启示.
Decoupling and Anti-Decoupling from Global Value Chain:Empirical Evidence from Micro Data of Chinese Manufacturing Enterprises
Based on the micro data of listed manufacturing companies in China and the data from WIOD and ADB world input-output ta-bles,this paper examines the stimulating effect caused by US decoupling strategies on the internal driving force of innovation for Chi-nese enterprises and the impact of US decoupling strategies on China's position in global value chains.The results show the followings.Firstly,the US decoupling strategies have a significant positive stimulating effect on the internal motivation of Chinese enterprises'innovation,and the stimulation effect can offset the containment effect.Secondly,the superimposed effect of the decoupling strategies on the improvement of Chinese enterprises'global value chain status is significantly positive,and is negatively correlated with the upstreamness,indicating that the US decoupling strategies cannot prevent the rising of China's global value chain position and the improvement of China's industrial technology level.Finally,Chinese enterprises independent innovation relies too much on"learning effects"such as absorption and transformation of FDI technology spillover,causing a phenomenon of"low quality,low efficiency"that reduces the efficiency of improvement of China's global value chain position.FDI plays a significant role in improving China's position in the global value chain,but it prevents the"high-quality and efficient"independent innovation of domestic enterprises.The conclusions of this paper provide policy implications for improving the quality and efficiency of enterprises'independent innovation and China's posi-tion in the global value chains.

Decoupling from GVCContainment effectStimulation effectGlobal value chain position

郭万山、滕飞、侯翔瀚、李科霖

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辽宁大学经济学院,辽宁沈阳 110036

价值链脱钩 遏制效应 激发效应 全球价值链地位

辽宁省社会科学规划基金重点学科建设项目

L21ZD047

2024

中国科技论坛
中国科学技术发展战略研究院

中国科技论坛

CSTPCDCSSCICHSSCD北大核心
影响因子:1.081
ISSN:1002-6711
年,卷(期):2024.(4)
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