CAJ | 학술논문

基于Hummels et al．（2001）分析框架，本文利用OECD提供的中国1995—2005年的投入产出表，测算了中国制造业的垂直专业化水平．用1995—2006年中国24个行业的贸易数据，描述了中国制造业贸易竞争力的演变趋势．考察了影响中国制造业贸易竞争力的主要因素。研究结果表明：①中国产品部门，特别是高技术制造业垂直专业化水平的迅速上升，在一定程度上解释了近年来中国出口．特别是高技术行业出口规模的爆炸式增长。②中国的比较优势并没有发生本质改变，仍来源于低技术制造业．但高技术制造业的比较优势和贸易竞争力呈不断增强的趋势。③垂直专业化显著提升了中国制造业的贸易竞争力。海外市场依存度、国内中间投入密集度以及研发密集度等．都对中国制造业的贸易竞争力有明显的促进作用。
기우Hummels et al．（2001）분석광가，본문이용OECD제공적중국1995—2005년적투입산출표，측산료중국제조업적수직전업화수평．용1995—2006년중국24개행업적무역수거，묘술료중국제조업무역경쟁력적연변추세．고찰료영향중국제조업무역경쟁력적주요인소。연구결과표명：①중국산품부문，특별시고기술제조업수직전업화수평적신속상승，재일정정도상해석료근년래중국출구．특별시고기술행업출구규모적폭작식증장。②중국적비교우세병몰유발생본질개변，잉래원우저기술제조업．단고기술제조업적비교우세화무역경쟁력정불단증강적추세。③수직전업화현저제승료중국제조업적무역경쟁력。해외시장의존도、국내중간투입밀집도이급연발밀집도등．도대중국제조업적무역경쟁력유명현적촉진작용。
Based on the analysis framework developed by Hummels et al.（2001）, this paper measures the level of vertical specialization of Chinese manufacturing industries, by using the Chinese input-output tables from 1995 to 2005 provided by OECD, and describes the evolution trend of China＇s trade competitiveness of manufacturing, and examines the main factors that have effects on China＇s trade competitiveness of manufacturing industries, by using the trade data of 24 industries from 1995 to 2006 in China. Our results of study show that, ①The rapid rising of vertical specialization of Chinese product sectors explains the explosive growth of export in China at some extent recently, especially the high-technology manufacturing industries. ②China＇s comparative advantage has not changed thoroughly, and still lies in the low technology industries. But the comparative advantage and trade competitiveness of high technology industries both have the rising and stronger trend. ③Vertical specialization promotes China＇s trade competitiveness of manufacturing industries significantly. Foreign market dependence, local intermediate input intensity and R＆D intensity also drive China＇s trade competitiveness of manufacturing industries, obviously.