文献类型：期刊文献

中文题名：全球价值链视角下我国对美国出口的结构变迁与服务化趋势

英文题名：Structural Transformation and Servitization Trend of China’s Exports to the US from the Perspective of GVC

作者：林桂军[1];王飞[1];任靓[2];裴建锁[3]

第一作者：林桂军

机构：[1]对外经济贸易大学国际经济贸易学院;[2]北京联合大学商务学院;[3]中国人民大学应用经济学院

第一机构：对外经济贸易大学国际经济贸易学院

年份：2022

期号：5

起止页码：1-20

中文期刊名：国际贸易问题

外文期刊名：Journal of International Trade

收录：CSTPCD;;国家哲学社会科学学术期刊数据库;社科基金资助期刊;北大核心:【北大核心2020】；CSSCI:【CSSCI2021_2022】；

基金：北京市自然科学基金和北京市教委联合立项重点项目“北京市服务业开放与服务业生产率的关联性研究”(KZ201811417050);国家社会科学基金重点项目“‘一带一路’沿线国家营商环境建设国际合作的理论逻辑与实施路径研究”(21AJY025)。

语种：中文

中文关键词：全球价值链;中美贸易;出口结构;服务化

外文关键词：Global Value Chain;Sino-US Trade;Export Structure;Servitization

摘要：本文基于1995—2018年我国对美国的出口数据,利用双边贸易分解投入—产出模型研究全球价值链视角下我国对美出口的贸易伙伴在地理格局上的变迁、出口产业升级和服务化特征等问题。研究结果显示:韩国、日本、中国台湾、东盟、美国、澳大利亚、德国始终是我国最重要的全球价值链伙伴;亚洲全球价值链正逐渐以中国市场为导向形成相对稳定的系统,中国的出口平台地位明显降低;我国对美出口产品中的国内增加值占比明显提升,进口中间品越来越多地被国内生产替代;对美出口国内增加值的提升主要来自产品的服务化;我国对美出口的全球价值链伙伴长期稳定;全球价值链产品的生产呈现出向中国集聚的趋势,我国国内市场的引力成为抵消“去全球化”离心力的关键因素;服务化正在成为推动我国出口升级的最重要因素。
The paper employs the bilateral trade decomposition input-output model,with the data of China’s exports to the US from 1995 to 2018,to investigate the geographic distribution transformation of China’s global value chain partners,trend of upgrading and servitization features of the exports to the US from the perspective of GVC.The results of the study suggest:Korea,Japan,China Taiwan,major ASEAN members,the US,Australia and Germany remain consistently to be China’s most important global value chain partners.Asia’s global value chains have gradually formed a stable system of network with China as a leading role while China’s position as an export platform is reduced.The proportion of domestic value added in China’s merchandise exports to the US has increased significantly,indicating a trend to substitute imports with domestically produced intermediate inputs.The increase in the share of domestic value added is driven mainly by the servitization.China’s global value chain partners of the exports to the US remain constantly stable.The production of global value chain goods tends to relocate into China and the appeal of China’s domestic markets becomes a key factor of the centrifugal force which will offset the deglobalization.Servitization is becoming the most important factor to push China’s export upgrading.