当代财经 ›› 2024, Vol. 0 ›› Issue (8): 126-139.

• 产业与贸易 • 上一篇    下一篇

双向直接投资如何提升“卡脖子”产业链的核链地位

庞磊   

  1. 云南师范大学 经济与管理学院,云南 昆明 650500
  • 收稿日期:2023-06-14 修回日期:2024-03-09 出版日期:2024-08-15 发布日期:2024-08-02
  • 作者简介:庞磊,云南师范大学副教授,博士,主要从事直接投资研究,联系方式panglei719@126.com。
  • 基金资助:
    国家社会科学基金后期资助项目“数字经济提升中国产业链安全性稳定性的实践与路径研究”(23FJYB012)

How Can Two-Way FDI Enhance the“Core Chains”Status of“Bottleneck”Industrial Chains?

PANG Lei   

  1. Yunnan Normal University, Kunming 650500, China
  • Received:2023-06-14 Revised:2024-03-09 Online:2024-08-15 Published:2024-08-02

摘要: 双向直接投资靶向产业设计能够有效地破解低端产业链向发展中国家外迁、高端产业链向发达国家回流的难题,进一步提升我国“卡脖子”产业链的核链地位。基于靶向投资的视角,采用国泰安数据库、历年对外直接投资统计公报、外商投资报告、投入产出表2000—2022年数据,实证研究双向直接投资和“卡脖子”产业链核链地位的内在关联,得出以下结论:双向直接投资内外联动与靶向直接投资技术溢出显著地提升了“卡脖子”产业链的核链地位;双向直接投资提升“卡脖子”产业链核链地位的作用强度存在行业异质性,表现为航空发动机短舱最强,光刻机最弱;双向直接投资提升“卡脖子”产业链核链地位的作用强度存在区域异质性,表现为东部沿海地区最强,西北地区最弱;双向直接投资提升“卡脖子”产业链核链地位的作用存在时段异质性,表现为五个时段具有显著差异。据此提出对策建议:加大对双向直接投资的扶持力度,设定双向直接投资靶向目标,充分发挥人才强国战略和新型举国制度优势,进一步提升我国“卡脖子”产业链的核链地位。

关键词: 外商直接投资, 对外直接投资, “卡脖子”产业链, 产业链中心度

Abstract: The two-way FDI“targeted”industrial design can effectively solve the problem of the out-migration of the low-end industrial chains into the developing countries and the back-flow of the high-end industrial chains into the developed countries, further promoting the“core chains”status of our country’s“bottleneck”industrial chains. From the perspective of targeted investment, this paper uses the data from the Guotaian database, the historical OFDI statistical bulletins, the reports of foreign direct investments and the input-output tables from 2000 to 2022 to empirically study the internal relation between the two-way FDI and the status of the“core chains”of the“bottleneck”industry chains. The following conclusions are drawn: firstly, the internal and external linkages of the two-way FDI and the technology spillover of the“targeted”FDI have significantly enhanced the“core chain”status of the“bottleneck”industry chains; secondly, industry heterogeneity exists in the strength of the two-way FDI enhancing the“core chains”status of the“bottleneck”industry chain, with the strongest effect in the aircraft engine nacelle and the weakest in the lithography machine; thirdly, regional heterogeneity exists in the strength of the two-way FDI enhancing the“core chains”status of the “bottleneck”industry chain, with the strongest effect in the eastern coastal region and the weakest in the northwestern region; fourthly, temporal heterogeneity exists in the function of the two-way FDI in enhancing the status of the“core chains”of the“bottleneck”industrial chains, which is manifested by significant differences at the five periods. Accordingly, this paper proposes the following countermeasures and suggestions: increasing support for two-way direct investment, setting targeted objects for two-way direct investment, fully leveraging the advantages of the strategy of strengthening the nation through human resource development and the new nationwide system, and further enhancing the core chain position of China’s“bottleneck”industrial chain.

Key words: foreign direct investment, outward foreign direct investment, “bottleneck”industrial chain, industrial chain centrality

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