当代财经 ›› 2025, Vol. 0 ›› Issue (2): 111-126.

• 产业与贸易 • 上一篇    下一篇

内外双向价值链分工及互动对出口产品质量的影响

杨先明, 张胜利, 李波   

  1. 云南大学 经济学院(发展研究院),云南 昆明 650500
  • 收稿日期:2024-07-07 修回日期:2024-12-23 发布日期:2025-02-12
  • 通讯作者: 张胜利,云南大学博士研究生,主要从事经济发展理论、贸易经济研究,联系方式victoryzh@stu.ynu.edu.cn。
  • 作者简介:杨先明,云南大学教授,博士生导师,经济学博士,主要从事经济发展理论、产业经济研究;李波,云南大学副教授,博士生导师,经济学博士,主要从事经济发展理论、贸易经济研究。
  • 基金资助:
    国家自然科学基金地区项目“市场整合视角下全球价值链网络结构与区域出口韧性:理论及中国经验(42061025)”; 云南省哲学社会科学专家工作站(2022GZZH01); 云南大学第十五届研究生科研创新项目“内外双向价值链互动与中国出口技术升级(KC-23234167)”; 云南省基础研究计划项目“供应链关系视角下清洁生产环境规制的非对称性减排效应研究(202401AT070428)”

The Impact of the Division of Labor and Interaction between the Internal and External Value Chains on the Quality of Export Products

Yang Xian-ming, Zhang Sheng-li, Li Bo   

  1. Yunnan University, Kunming 650500, China
  • Received:2024-07-07 Revised:2024-12-23 Published:2025-02-12

摘要: 充分挖掘内外双向价值链分工及互动的出口产品质量升级效应,对于增强国内大循环内生动力及提升国际循环质量具有重要意义。基于垂直专业化分工的视角,采用2002—2017年中国30个省份多区域非竞争型投入产出表、《中国工业经济统计年鉴》、海关数据库、中国工业企业数据库数据,实证研究内外双向价值链分工及互动对中国制造业出口产品质量的影响。研究发现:全球和国内价值链分工均能显著促进中国制造业出口产品质量提升,但两者的促进作用存在替代关系,在进行内生性和稳健性分析后结论仍成立;全球和国内价值链分工对中国制造业出口产品质量的促进作用和互动的替代效应在沿海地区更加显著;全球和国内价值链分工能够显著提升知识密集型行业的出口产品质量,且二者的出口产品质量提升效应存在替代关系,对资本和劳动密集型行业的影响却相反;全球和国内价值链不同分工及互动方式对中国制造业出口产品质量的影响呈非对称特征,并且全球与国内价值链非同位分工方式互动是提升出口产品质量的主要方式。

关键词: 全球价值链, 国内价值链, 出口产品质量, 非对称特征

Abstract: Fully exploiting the quality upgrading effect of export products of the internal and external two-way value chain division and interaction is of great significance to enhance the endogenous power of domestic circulation and improve the quality of international circulation. From the perspective of vertical specialized division of labor, using the multi-regional non-competitive input-output table of 30 provinces in China from 2002 to 2017, the data of China Industrial Economic Statistical Yearbook, the Customs database and the data of China Industrial Enterprise Database, this paper empirically studies the impact of internal and external two-way value chain division and interaction on the quality of China’s manufacturing export products. The results show that participation in global and domestic value chain division of labor can both significantly promote the quality improvement of China’s manufacturing exports, but there is a substitution relationship between the two promoting effects. After conducting endogeneity and robustness analysis, the conclusion still holds true. The promotion effect and interactive substitution effect of global and domestic value chain division of labor on the quality of China’s manufacturing exports are more significant in coastal areas. The division of labor in global and domestic value chains can significantly improve the quality of export products in knowledge intensive industries, and there is a substitution relationship between the two in terms of the improvement effect of export product quality, while the impact on capital and labor-intensive industries is the opposite. The impact of different division of labor and interaction modes in the global and domestic value chains on the quality of China’s manufacturing exports exhibits asymmetric characteristics, and the interaction of non aligned division of labor modes in the global and domestic value chains is the main way to improve the quality of export products.

Key words: global value chains, domestic value chain, quality of export products, asymmetric features

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