生产性服务业与制造业协同集聚驱动全球价值链演化的机理与路径

China has become a big manufacturing country in the world, while the position of global value chain of manufacturing has not increased synchronously with the expansion of scale, and the development of service-oriented manufacturing is lagging behind. This study thus takes the synergetic agglomeration of producer services and manufacturing as research object, bases on the evolution of global value chain of manufacturing, applies methods of standard theory, mathematical model and econometrics, and solves three key problems:(1)From the perspective of "new" new economic geography, we construct a theoretical model to analyze the effects of synergetic agglomeration of producer services and manufacturing on the evolution of global value chain including spatial heterogeneity and entrepreneurial heterogeneity, and analyze the equilibrium solutions and welfare effects based on different scenarios sets; (2)Based on the functional decomposition and spatial separation of value chain, we construct evaluation index system of synergetic agglomeration of producer services and manufacturing and global value chain position, and make empirical tests of the affects and mechanisms of synergetic agglomeration of producer services and manufacturing on the evolution of global value chain position from both macro and micro level; (3)To analyze their dependences on economic and social structural factors, namely, regulated or intermediary effects, which enriches the theory of industrial agglomeration and provides suggestions to promote the efficiency of industrial spatial allocation and the global value chain position.

我国已成为世界制造业大国，但长期以来我国制造业全球价值链地位并未随规模扩张实现同步攀升，服务型制造发展相对滞后。本项目以生产性服务业与制造业空间协同布局为研究对象，基于企业价值链演化的实际，采用规范的理论研究、数理模型和经济计量学等方法，解决三个关键问题：（1）基于“新”新经济地理学的新视角，构建兼顾空间异质性和企业异质性的生产性服务业与制造业协同集聚影响全球价值链演化的理论模型，并通过不同情景模式设定分析均衡解与福利效应；（2）围绕价值链的功能分解和空间分离，构建生产性服务与制造业协同集聚与企业价值链分工地位评价指标体系，实证检验生产性服务业与制造业协同集聚影响企业价值链选址决策和产业价值链升级绩效的宏微观机制及其外溢效应；（3）探讨上述作用机制与外溢效应对经济社会结构性因素的依赖即中介调节机制，丰富和发展产业集聚与布局理论，为新时期以提升产业空间配置效率驱动全球价值链攀升提供对策建议。

在全球服务型制造快速崛起背景下，生产性服务投入对国际生产分工体系的重要性日益突出，其空间配置效率将如何影响中国全球价值链分工地位动态演化呢？本课题利用中国地区、行业和企业层面的多维样本数据，综合运用固定面板模型、门槛回归模型、空间计量模型、政策评估等研究方法，期望解决以下三个在逻辑上密切相关的问题：（1）基于“新”新经济地理学的新视角，构建兼顾空间异质性和企业异质性的生产性服务业与制造业协同集聚影响全球价值链演化的理论逻辑框架；（2）围绕价值链的功能分解和空间分离，构建生产性服务与制造业协同集聚与企业价值链分工地位的评价指标体系，并实证检验生产性服务业与制造业协同集聚影响企业价值链选址决策和产业价值链升级绩效的宏微观机制；（3）探讨前述影响效应和作用机制对经济社会结构性因素的依赖，即中介或调节效应机制。基于以上研究，本课题将为中国企业优化中间投入要素空间配置效率、推动制造业服务化转型、突破全球价值链“低端锁定”困境提供理论依据和实践指导。