新疆财经 ›› 2021,Issue (5): 71-80.doi: 10.16716/j.cnki.65-1030/f.2021.05.007

• 丝路研究 • 上一篇    

中美制造业贸易增加值测度及影响因素分析——基于全球价值链视角

程云洁1,2, 罗倩1   

  1. 1.新疆财经大学 经济学院,新疆 乌鲁木齐 830012;
    2.新疆财经大学 丝路经济与管理研究院,新疆 乌鲁木齐 830012
  • 收稿日期:2020-12-17 出版日期:2021-10-25 发布日期:2021-10-25
  • 作者简介:程云洁(1967—),教授,博士生导师,研究方向为世界经济、国际投资与跨国经营;罗倩(1996—),通讯作者,女,硕士研究生,研究方向为世界经济。
  • 基金资助:
    国家社会科学基金项目“中国与巴基斯坦互联互通建设问题研究”(14BGJ022); 国家教育部国别和区域研究专项基金项目“哈萨克斯坦光明之路与中哈产能合作的行业选择及对策研究”(19GBQY073)

Measurement of Added Value of Sino-US Manufacturing Trade and Analysis of Its Influencing Factors—Based on the Perspective of Global Value Chain

Cheng Yunjie, Luo Qian   

  1. Xinjiang University of Finance & Economics,Urumqi 830012,China
  • Received:2020-12-17 Online:2021-10-25 Published:2021-10-25

摘要: 中美贸易顺差中60%来自制造业贸易。本文基于全球价值链的国际分工视角,采用KWW的增加值测算方法对中美制造业总体和分行业的实际贸易利得进行测度分析,结果表明:相比传统贸易统计方法,贸易增加值下中美制造业贸易中中国实际贸易利得比美国低20%以上。按要素密集度区分的制造业行业增加值测算:美国处于知识型制造业的价值链高端,贸易获利较多;中国的劳动密集型制造业正由全球价值链低端向上逐渐攀升,资本密集型制造业处于全球价值链低端;从增加值角度看,中美制造业贸易差额主要是由知识型制造业贸易差额造成。通过实证分析中国对美国制造业总体和分行业出口国内增加值的影响因素,得出产业上游度对制造业增加值的影响系数为负,比较优势、规模经济和技术创新对制造业增加值均有积极影响。为此,中国应加快人才培养,加强技术创新,构建中国制造业全球价值链,加快与“一带一路”沿线国家制造业贸易合作,促进我国制造业发展。

关键词: 制造业全球价值链, 中美制造业贸易, 贸易增加值, 规模经济, 技术创新, 比较优势, “一带一路”沿线国家;

Abstract: Based on the pattern of international division of labor in global value chain, this paper measures and analyzes the total value of Sino-US manufacturing and the actual trade gains of manufacturing sub-sectors by using KWW. The research shows that, compared with traditional trade statistics methods, China's actual trade gains in Sino-US manufacturing trade under trade added value are more than 20% lower than those in the United States. Measurement of added value of manufacturing industry by factor intensity: the United States is at the high end of the value chain of knowledge-based manufacturing, with more trade profits; China's labor-intensive manufacturing industry is gradually rising from the low end of the global value chain; China's capital-intensive manufacturing industry is at the low end of the value chain. From the perspective of added value, the trade balance between China and the United States is mainly caused by the trade balance between knowledge-based manufacturing industries. Through the empirical analysis of the influencing factors of China's overall and sub industry export domestic added value of U.S. manufacturing industry, it is concluded that the influence coefficient of industrial upstream on added value is negative, and comparative advantage, economies of scale and technological innovation have a positive impact on manufacturing added value. Therefore, China should speed up talent training, strengthen technological innovation, build a global value chain of China's manufacturing industry, and accelerate manufacturing trade cooperation with countries along "the belt and road", so as to promote the development of China's manufacturing industry.

Key words: Manufacturing Global Value Chain, Sino-US Manufacturing Trade, Trade Added Value, Economies of Scale, Technological Innovation, Comparative Advantage, Countries along "the Belt and Road"

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