信息化嵌入对中国参与制造业全球价值链的影响研究

The Impact of Informatization on China's Participation in the Global Value Chain of Manufacturing Industry

摘要:

本文以信息化和工业化的融合发展为切入点，探究中国制造业全球价值链升级路径，实证检验信息化嵌入对制造业全球价值链参与的影响及作用机制。结果显示：信息化嵌入能显著推动制造业显性比较优势的提高，主要通过技术创新和劳动力成本实现；对制造业整体来说，信息化嵌入通过劳动力成本中介增强制造业全球价值链参与中的显性比较优势；信息化嵌入的影响及传导机制作用于不同技术水平制造业时具有显著差异，高技术制造业与信息化结合更好，技术创新和劳动力成本的中介效应显著，低技术制造业技术水平低、信息化结合能力弱，中介效应不显著。

Abstract:

Based on the integration of informatization and industrialization, this paper explores the upgrading path of China's manufacturing global value chain. Using the panel data of 17 manufacturing industries in China from 2000 to 2014, this paper empirically tests the impact and mechanism of information embeddedness on global value chain participation in manufacturing industry. The results show that: information embeddedness can significantly promote the improvement of the manufacturing industry's apparent comparative advantage, which is mainly achieved through technological innovation and labor cost improvement; for the manufacturing industry as a whole, information embeddedness mainly enhances the dominant comparative advantage in the global value chain participation of manufacturing industry through labor cost intermediary; the impact and transmission mechanism of information embeddedness are in progress There are significant differences when it is used in manufacturing industry of different technology levels. The combination of high-tech manufacturing industry and information technology is better, the intermediary effect of technological innovation and labor cost is significant, while that of low-tech manufacturing industry is low in technology level, weak in combination of information technology, and the intermediary effect is not significant.