CAJ | 학술논문

本文基于要素禀赋理论和动态比较优势理论，将基础设施投入引致的要素积累效应纳入H．Oniki和H．Uzawa（1965）的分析框架，探讨了广义基础设施投入影响服务贸易结构的理论作用机制，并在此基础上建立动态面板模型，采用系统GMM两步法对80个不同收入水平国家及其分群组在1996—2010年的数据进行了实证分析。研究发现，交通、能源和通讯等经济性基础设施变量与服务贸易结构水平呈显著正相关；社会性基础设施变量中，研发基础设施具有正向作用，医疗、教育和环保基础设施却呈负向作用，同时研发、医疗和教育基础设施变量均有显著的滞后效应；进口贸易有利于服务贸易结构优化，而FDI和服务业发展水平作用不显著。对于不同收入水平的国家，不同基础设施投入的影响作用存在差异。
본문기우요소품부이론화동태비교우세이론，장기출설시투입인치적요소적루효응납입H．Oniki화H．Uzawa（1965）적분석광가，탐토료엄의기출설시투입영향복무무역결구적이론작용궤제，병재차기출상건립동태면판모형，채용계통GMM량보법대80개불동수입수평국가급기분군조재1996—2010년적수거진행료실증분석。연구발현，교통、능원화통신등경제성기출설시변량여복무무역결구수평정현저정상관；사회성기출설시변량중，연발기출설시구유정향작용，의료、교육화배보기출설시각정부향작용，동시연발、의료화교육기출설시변량균유현저적체후효응；진구무역유리우복무무역결구우화，이FDI화복무업발전수평작용불현저。대우불동수입수평적국가，불동기출설시투입적영향작용존재차이。
Drawing on the endowment theory and the dynamic comparative advantage theory, this paper incorporates into the analytical framework of Oniki, H. and Uzawa, H. （1965） factor accumulation effects induced by infrastructure in-puts, and makes a theoretical exploration into the influencing mechanism of gener-al infrastructure inputs on the services trade structure. On such a basis, a dynam-ic panel model combining two-step system GMM is set up to conduct empirical analyses on data of 80 nations and their subgroups at different income levels from year 1996 to 2010. It is found that economic infrastructure variables such as transportation, energy, and communication are significantly and positively corre-lated with the services trade structure; among social infrastructure variables, R＆D has a positive impact while medical care, education and environmental protection have a negative one. R＆D, medical care and education variables also take on sig-nificant lagging effects. Also found is that import facilitates the optimization of services trade structure, whereas FDI and the services trade development level are not notably influential. Last but not least, the impact of various infrastructure inputs on services trade structure differs with the diversity in income levels in different countries.