我国战略性新兴产业全球价值链升级影响因素分析

Study on the Influencing Factors of the Upgrading in the Global Value Chain of China’s Strategic Emerging Industry

摘要:

战略性新兴产业是当前各国产业竞争的焦点，而我国战略性新兴产业却处于产业全球价值链（GVC）的低端位置，且面临长期被“锁定”在GVC低端环节的风险，探讨我国战略性新兴产业的全球价值链升级就成为一个有重要意义的课题。本文从GVC驱动机制理论分析我国战略性新兴产业GVC升级的影响因素入手，采用面板数据模型对我国战略性新兴产业GVC升级的影响因素进行实证分析。结果表明，研发环节是当前影响我国战略性新兴产业GVC升级的关键环节，其中R&D经费和人力资源投入强度对产业GVC升级具有不同作用；生产环节中技术效率和销售环节中利润率的提高同样有助于产业的GVC升级，但出口规模的扩大却不利于产业的GVC升级。本文还以新一代信息技术产业为例，对其GVC升级路径进行了探究。

关键词:战略性新兴产业;全球价值链;全球价值链升级

Abstract:

Strategic emerging industry is the focus of the present global industry competition，but China’s strategic emerging industry is in the low-end status in global value chain (GVC), and facing the risk of lock-in effect in the long term. So it is of great significances to study the upgrading in GVC of strategic emerging industry in China. By introducing the GVC driven mechanism theory, the paper firstly analyzes the influential factors of the upgrading in the GVC of China’s strategic emerging industry. Then it takes an empirical analyzing on the influencing factors, by using panel-data model. The result shows that, R&D is the key activity, and the input-intensity of R&D and R&D’s human resource have different effects. The technical efficiency in production and the profit margin in sales can promote the upgrading in the GVC of China’s strategic emerging industry as well, but the export scale’s expansion will play an adverse role. Basing on the research it puts forward the path to upgrading in GVC by taking new generation of information technology industry as a case study.

Key words:strategic emerging industry; global value chain; upgrade on global value chain