商业研究

商业研究

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制造业投入服务化对价值链升级的影响——基于参与度和分工地位的双重视角

吴云霞，马野驰   

  1. （东北师范大学 经济与管理学院，长春 130117）
  • 收稿日期:2019-08-27 出版日期:2020-02-12
  • 作者简介:吴云霞(1990-)，女，山西朔州人，东北师范大学经济与管理学院博士研究生，研究方向：世界经济，价值链贸易；马野驰(1982-)，男，吉林伊通人，东北师范大学经济与管理学院副教授，博士生导师，研究方向：世界经济、国际贸易与金融。
  • 基金资助:
    国家社会科学基金青年项目“新丝绸之路经济带建设与人民币储备货币地位提升机制研究”，项目编号：15CGJ021。

The Impact of Manufacturing Input Service on Value Chain Upgrading:Dual . Perspectives based on Participation and Division of Labor

WU Yun-xia, MA Ye-chi.   

  1. (School of Economics and Management, Northeast Normal University, Changchun 130117,China)
  • Received:2019-08-27 Online:2020-02-12

摘要： 制造业投入服务化作为实现制造强国战略的重要手段之一，对价值链升级具有重要推动作用。本文运用世界投入产出数据库2000-2014年的数据，实证考察了制造业投入服务化对中国在全球价值链参与度和分工地位的影响并检验了相关作用机制。研究表明：（1）总体来看，制造业服务化对中国在全球价值链参与度存在“天花板”效应，即随着制造业服务化趋势的加强，其对中国在全球价值链参与度的促进作用是边际递减的，而对制造业分工地位产生显著的正向促进作用。（2）不同服务投入与中国制造业在全球价值链参与度和分工地位的关系存在一定差异，与传统的服务投入（批发零售和运输服务化）相比，现代化的服务投入（电信和金融服务化）对价值链升级的作用更为明显和重要；目前来看，由于国外服务的渗透率较低，所以占据主导力量的国内服务投入对中国制造业分工地位的促进作用更为明显；服务使用率高的制造行业要比服务使用率低的行业对价值链的升级效用更大一些。（3）我国制造业服务化水平整体较低，还未达到制造业投入服务化的最优临界水平，仍都具有很大的提升空间。（4）作用机制检验表明，研发创新是制造业投入服务化促进价值链参与度深化的可能作用渠道。但是制造业服务化通过研发创新对价值链分工地位的影响不存在提升效应，可能还存在其他作用渠道。本文的研究对于中国发展服务型制造业，融入全球价值链生产分工具有重要政策启示。

关键词: 关键词：制造业服务化, 价值链升级, 参与度, 分工地位.

Abstract: As one of the important means to realize the strategy of manufacturing power, the input service of manufacturing industry plays an important role in promoting the upgrading of value chain. Based on the data of the world input-output database from 2000 to 2014, this paper empirically examines the impact of manufacturing input service on China′s participation and division of labor in global value chain, and examines the relevant mechanisms. The results show that:(1) on the whole, there is a “ceiling” effect on China′s participation in the global value chain, that is, with the strengthening of the trend of manufacturing service, its role in promoting China′s participation in the global value chain is diminishing marginally,while it has a significant positive role in promoting the division of labor in manufacturing industry.(2) There are some differences in the relationship between different service inputs and China′s manufacturing industry′s participation and division of labor in the global value chain. Compared with traditional service inputs(wholesale, retail and transport services), modern service inputs(Telecommunications and financial services) play a more significant role in the upgrading of the value chain. At present, due to the low penetration of foreign services, the dominant domestic service input plays a more significant role in promoting the division of labor in China′s manufacturing industry; the manufacturing industry with high service utilization has a greater utility in upgrading the value chain than the industry with low service utilization. (3) The service level of China′s manufacturing industry is relatively low as a whole, which has not reached the optimal critical level of manufacturing industry input service, and still has a lot of room for improvement. (4) The mechanism test shows that R&D innovation is a possible channel for manufacturing industry to deepen the participation of value chain. However, there is no promotion effect on the position of value chain division through R&D innovation, and there may be other channels. This study has important policy implications for China to develop service-oriented manufacturing industry and integrate into global value chain production division.

Key words: Key words：manufacturing service, value chain upgrading, participation, division of labor status