CAJ | 학술논문

摘要：本文利用投入产出法分离了进口中间品的技术含量，得到国内生产部分的技术含量作为我国企业在全球价值链中的地位估计值，并实证考察了垂直专业化分工对我国企业价值链地位影响的非线性关系。研究发现：我国出口产品结构存在“虚高”现象，这种产业结构的“虚高”现象与我国深度介入国际垂直专业化分工密切相关；面对西方跨国公司的价值链治理，垂直专业化分工对我国企业价值链地位的影响呈现显著的倒U型曲线关系；在嵌入全球价值链初期，我国企业通过不断地满足发达国家价值链治理的参数、接受发达国家的技术指导与培训或通过“干中学”效应，促进了其在全球价值链中的升级，但是随着垂直专业化水平的不断加深，其生产环节受到了发达国家价值链治理的“锁定”，从而抑制了价值链的升级。
적요：본문이용투입산출법분리료진구중간품적기술함량，득도국내생산부분적기술함량작위아국기업재전구개치련중적지위고계치，병실증고찰료수직전업화분공대아국기업개치련지위영향적비선성관계。연구발현：아국출구산품결구존재“허고”현상，저충산업결구적“허고”현상여아국심도개입국제수직전업화분공밀절상관；면대서방과국공사적개치련치리，수직전업화분공대아국기업개치련지위적영향정현현저적도U형곡선관계；재감입전구개치련초기，아국기업통과불단지만족발체국가개치련치리적삼수、접수발체국가적기술지도여배훈혹통과“간중학”효응，촉진료기재전구개치련중적승급，단시수착수직전업화수평적불단가심，기생산배절수도료발체국가개치련치리적“쇄정”，종이억제료개치련적승급。
Using the input-output method to pull away the technological con- tent of intermediate input, this paper arrives at the estimated status value of Chi- nese enterprises＇ domestic technological content of exports in the global value chain. Then it empirically investigates the non-linear relationship between vertical specialization and Chinese enterprises＇ value status. The result indicates that the phenomenon of ＂bubble height＂ does exist in China＇s export strucaxre and this phenomenon has a close relationship with China＇s deep involvement in interna- tional vertical specialization. In the face of value chain governance of Western multinational corporations, the relationship between vertical specialization and Chi- nese enterprises＇ value chain status takes on an inverted ＂U＂ curve significant- ly. The upgrading of Chinese enterprises＇ value chain status can be achieved on the initial stage, but the deepening of participation in vertical specialization can produce double extrusion effects on China＇s local enterprises.