摘要
研究目标:从全球价值链视角重新审视中国总出口的价值来源、增加值贸易及其失衡规模。研究方法:基于WIOD数据库提供的世界投入产出表(WIOT)和社会经济账户(SEA),采用多区域投入产出模型进行测算和研究。研究发现:中国出口国外增加值率较高,国外增加值主要来源于东亚、欧盟和北美地区,制造业行业出口国外增加值率明显高于其他行业;中国增加值出口主要来源于制造业。从增加值出口实现方式来看,劳动密集型和资本密集型行业增加值出口分别以最终产品和中间产品出口为主要方式,而初级产品和能源产品行业、服务业则主要通过参与国内价值链生产分工来实现本行业的增加值出口;传统贸易数据严重夸大了中国的贸易失衡规模;相比于传统贸易失衡,中国与欧美、东亚的增加值贸易顺差和逆差均大幅降低。研究创新:依据增加值“来源地”和“吸收地”原则测算了中国增加值贸易及其失衡规模。研究价值:克服了传统贸易数据由于“重复核算”所呈现的贸易假象,厘清了中国在全球价值链分工中所处的位置。
Research Objectives:Reexamine the value source of China s export,value-added trade and trade imbalance from the perspective of Global Value Chain(GVC).Research Methods:Based on the World Input-output Table(WIOT)and Socio Economic Account(SEA)in WIOD;use multi-regional input-output model to calculate and analyze.Research Findings:Foreign value-added ratio of China s exports is relative high with foreign value-added embodied in exports mainly coming from East Asia,EU and North America.Foreign value-added ratio of manufacturing industry s exports is significantly higher than other industries.China s value-added exports mainly come from manufacturing industry.Labor-intensive and capital-intensive industries respectively realize value-added export through final products and intermediate product,while primary products and energy products mainly by participating in domestic value chains.Traditional trade data seriously exaggerate the scale of China s trade imbalance.Compared to traditional trade imbalance,China s value-added trade imbalance with EU,North America and East Asia have been greatly reduced.Research Innovations:According to the principle of source and absorption,calculate China s value-added export and its value-added trade imbalance.Research Value:Overcomes the illusion of traditional trade data due to“double accounting”and clarify China s position in GVC.
作者
韩中
Han Zhong(School of Economics,Nanjing University of Finance and Economics)
出处
《数量经济技术经济研究》
CSSCI
CSCD
北大核心
2020年第4期66-84,共19页
Journal of Quantitative & Technological Economics
基金
教育部人文社会科学研究青年项目“全球价值链视角下我国总出口的增加值分解研究”(16YJC910004)
教育部哲学社会科学研究重大课题攻关项目“泛TPP经贸规则下我国融入国际价值链分工战略研究”(16JZD019)
江苏高校优势学科建设工程资助项目(PAPD)
江苏高校品牌专业建设工程资助项目和江苏省“青蓝工程”项目的资助。
关键词
全球价值链
增加值出口
贸易失衡
多区域投入产出模型
Global Value Chain
Value-Added Export
Trade Imbalance
Multi-regional Input-output Model
