CAJ | 학술논문

本文通过102个主要国家的SITC五位码贸易数据计算了我国2001—2009年24个制造业行业的出口复杂度（ESI）,以此衡量各行业在全球价值链中的地位,并实证检验了全球生产网络对我国制造业价值链地位的影响。研究发现,总体而言,全球生产网络促进了我国制造业价值链提升,资本密集度和高技术资本密集度也可以显著提高价值链地位,但经济自由度、研发对我国制造业价值链提升的积极作用并不显著。进一步的研究发现,全球生产网络对我国制造业价值链地位的影响存在显著的行业差异性,具体表现为,与以零部件贸易为主的行业相比,全球生产网络对价值链提升的积极影响在以半成品贸易为主的行业中更为显著;在资本技术密集型行业中,全球生产网络有助于提升我国制造业的价值链地位,但在劳动密集型行业和资本密集型行业中这一作用并不明显。
본문통과102개주요국가적SITC오위마무역수거계산료아국2001—2009년24개제조업행업적출구복잡도（ESI）,이차형량각행업재전구개치련중적지위,병실증검험료전구생산망락대아국제조업개치련지위적영향。연구발현,총체이언,전구생산망락촉진료아국제조업개치련제승,자본밀집도화고기술자본밀집도야가이현저제고개치련지위,단경제자유도、연발대아국제조업개치련제승적적겁작용병불현저。진일보적연구발현,전구생산망락대아국제조업개치련지위적영향존재현저적행업차이성,구체표현위,여이령부건무역위주적행업상비,전구생산망락대개치련제승적적겁영향재이반성품무역위주적행업중경위현저;재자본기술밀집형행업중,전구생산망락유조우제승아국제조업적개치련지위,단재노동밀집형행업화자본밀집형행업중저일작용병불명현。
This paper calculates the Export Sophistication Index（ESI） of 24 manufacturing industries in China during 2001—2009 by using SITC 5-digit trade data set of 102 countries as the proxy of each industry for its position in global production networks（GPNs） and empirically tests the impact of GPNs on the position of China＇s manufacturing industries in global value chains.We find positive relations between Chinese industries＇ position in global value chain and their participation in GPNs as well as other factors including capital intensity and high-tech capital intensity,but not economic freedom and RD intensity.Further investigation reveals that there exists industry heterogeneity in terms of the impact of GPNs on the position of each industry in global value chains.Specifically,GPNs＇ positive effects are more significant in industries with higher share of semi-product trade other than components trade.Besides,GPNs＇ positive effects can only be found in high-tech and capital intensive industries but not in labor intensive industries and capital intensive industries.