CAJ | 학술논문

全球价值链驱动的“二元集聚”割裂产业间的前后向技术联系，从而可能弱化外向经济的产业升级效应。通过新增控制变量的计量模型，对我国参与全球价值链分工程度较大的8个产业面板数据实证分析表明，以垂直专业化指数测度的全球价值链分工驱动非但没有缩小中国与发达国家的产业技术差距，反而明显弱化了技术的溢出效应。这也意味着生产加工功能集聚扩张并不必然转化为高级要素积累与创新优势，而构建融合全球价值链驱动与国内市场引致创新的平衡增长路径才是实现我国未来产业升级的合意之策。
전구개치련구동적“이원집취”할렬산업간적전후향기술련계，종이가능약화외향경제적산업승급효응。통과신증공제변량적계량모형，대아국삼여전구개치련분공정도교대적8개산업면판수거실증분석표명，이수직전업화지수측도적전구개치련분공구동비단몰유축소중국여발체국가적산업기술차거，반이명현약화료기술적일출효응。저야의미착생산가공공능집취확장병불필연전화위고급요소적루여창신우세，이구건융합전구개치련구동여국내시장인치창신적평형증장로경재시실현아국미래산업승급적합의지책。
The global value chain causing ＂dual cluster＂ separates forward and backward linkages, which may weaken industrial upgrading. By employing the econometric model with additional control variables and making use of the panel data of China＇s 8 industries during 1992 - 2003, this paper aims to study the effect of global value chain mode. The result shows that the global value chain driving mode has apparently weakened technology spillover effect. It also means that the global value chain causing production function expansion does not necessarily form advanced elements advantage, and the balanced growth path of global value chain and domestic market is the acceptability policy to realize industry upgrading.