中国制造业价值链提升的机制、路径与政策研究：基于全球价值链重构的视角

The existing domestic and foreign literatures pay more attention to the relationship between global value chain and upgrading of industries or enterprises, while focus less on the influence of global value chain reconstruction on chain promotion of Chinese manufacturing industry. In order to enhance the international competitiveness of Chinese manufacturing industry, this project intends to study the theoretical basis and implementation plan of global value chain promotion under the new trend of global value chain reconstruction. It mainly reveals the functionary mechanism of high factor endowment on globe value chain promotion of Chinese manufacturing industry and discusses the path of constructing global value chain led by China. Accordingly, it applies multiple research methods, i.e., literature review, case analysis, survey questionnaires, theoretical modeling and multivariate statistical analysis, to delve into some urgent issues in the process of chain promotion of Chinese manufacturing industry under the new context of global value chain reconstruction, including reconstructive trend, position measurement, dynamic mechanism, realizing route and policy guarantee. Our research findings not only will provide theoretical guidance and decision support for promoting the position of Chinese manufacturing industry, but also will provide empirical support for enriching the theory of globe value chain.

现有国内外文献大多考察全球价值分工与产业或企业升级问题，较少关注全球价值链(GVC)重构新趋势对中国制造业价值链提升的影响。本项目在GVC重构的新趋势与新背景下，以提升中国制造业国际竞争力为目的，研究中国制造业价值链提升的理论基础与实施方案，重点揭示高级要素禀赋对提升中国制造业价值链地位的作用机制以及探讨TPP贸易新规则下构建中国主导GVC的路径。运用文献演绎、案例分析、问卷调查、理论建模与多元统计分析等方法，深入研究GVC重构背景下中国制造业价值链地位提升中所涉及的重构趋势、地位测算、动力机制、实现路径以及政策保障等重要问题。研究成果将为推动中国制造业价值链提升提供理论依据和决策支持，同时也为丰富GVC理论提供实证支持。

随着经济全球化走向纵深，中国制造业参与全球价值链程度越来越高，但整体上仍以中低端嵌入为主。尤其是近几年中美贸易摩擦的升级，使得提升中国制造业价值链地位更加迫在眉睫。本项目依托价值链重构大背景，深入研究提升中国制造业价值链地位所涉及到的地位测算、嵌入效应、动力机制、提升路径以及政策保障等内容，重点探讨新时代下长江经济带发展以及制造业高质量发展对提升中国制造业价值链地位的作用路径。研究发现，中国制造业参与全球价值链呈现“高嵌入，低地位”特征，存在显著技术进步效应、节能减排效应、绿色发展效应、环境规制效应以及收入分配效应；传统要素禀赋对提升中国制造业价值链的作用正逐步丧失，而高端要素禀赋作用显著；推动生产性服务业发展、长江经济带产业分工优化以及制造业高质量发展对提升中国制造业价值链地位具有显著作用。成果形式主要为学术论文、研究报告等，这些前沿性研究成果能够为新时代提升中国制造业价值链地位提供理论依据和决策支持，同时也为丰富GVC理论提供实证支持，具有较强的科学意义与应用前景。