数字化投入与全球价值链网络地位攀升—

摘要利用WIOD世界投入产出与中国制造业面板数据,从全球生产网络视角分析数字化投入对中国制造业全球价值链网络地位的影响。结果发现:第一,数字化投入显著促进中国制造业全球价值链网络地位攀升,表现为数字化投入强度越大,行业全球价值链网络中心度越高;第二,产业链自主可控通过增强制造业关键链节的控制力和国内供给率从而对数字化投入与中国制造业全球价值链网络地位的关系具有正向调节作用,而贸易壁垒限制要素跨境流动,在一定程度上弱化了数字化投入的促进效应;第三,异质性检验显示,数字化投入对技术密集型行业的影响更为明显,并且数字基础设施投入有利于制造业全球价值链网络地位攀升,但数字媒体及交易投入的影响有限;第四,机制检验发现,数字化投入带来的成本降低和资源错配缓解效应是提升制造业全球价值链网络地位的渠道。研究结论为推进中国制造业数字化转型以及增强全球价值链分工地位提供了经验证据与政策依据。

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	李宏亮
	张为付

关键词：数字化投入全球价值链网络网络中心度社会网络分析

Abstract： From the perspective of global production network, this paper analyzes the impact of digital input on climbing global value chain networks by using WIOD input-output and China’s manufacturing merged panel data. The results are as follows: Firstly, the digital input has significantly promoted the GVC network position in China’s manufacturing sectors. This is evidenced by the fact that the greater the intensity of digital investment, the higher the centrality of the industry in the global value chain network; Secondly, the independent and controllable industrial chain can positively regulate the relationship between digital input and GVC network position climbing by enhancing the control power of key fields in manufacturing sectors and domestic supply rate. However, trade barriers can weaken this positive effect because of restricting the elements cross-border flow; Thirdly, the heterogeneity test shows that the positive effect of digital input is more obviously in technology intensive industries. Furthermore, digital infrastructure is beneficial for the ascent of China’s manufacturing industry in the global value chain network. However, the impact of digital media and transactional investment is limited; Finally, mechanism tests have found that the cost reduction and alleviation of resource mismatches resulting from digital investment are channels for enhancing the global position of the manufacturing industry in the value chain network. The research findings provide empirical evidence and policy basis for promoting the digital transformation of China’s manufacturing industry and enhancing its position in the global division of labor in the value chain.

Keywords： Digital Input GVC Networks Network Centrality Social Network Analysis

收稿日期 2022-11-21; 接受日期 ;

基金资助:国家社会科学基金项目(21BJL064,21BJY052);江苏省高校社科联发展专项课题(23GSA-009)

作者简介: 李宏亮(1985— ),男,安徽合肥人,博士,讲师,主要从事全球价值链、数字经济研究;张为付(1963— ),男,江苏睢宁人,教授,博士生导师,主要从事服务经济研究。

引用本文:

李宏亮, 张为付.数字化投入与全球价值链网络地位攀升——来自中国制造业的证据[J]. 经济经纬, 2024,1: 70-82

LI Hongliang, ZHANG Weifu.Digital Input and Climbing Global Value Chain Networks: Evidence from Chinese Manufacturing Sectors[J] Economic Survey, 2024,V41(1): 70-82

链接本文:

http://www.jjjw.org.cn/CN/ 或 http://www.jjjw.org.cn/CN/Y2024/V41/I1/70

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