摘要
近年来我国加工贸易进入转型轨道,一个重要表现是企业贸易方式沿来料加工/进料加工/一般贸易不断高级化。本文基于多变量单方程协整和VAR方法,对江苏、上海、浙江、广东四省市加工贸易占比、来料加工占比变化趋势进行研究,发现趋势性是近年长三角、珠三角贸易方式提升的主要因素,而人民币升值与劳动力成本快速上涨也对长三角、珠三角加工贸易向高级形式转型起到明显的推动作用。东部省市应为这一高级化趋势提供必要的资金技术支持。
China's processing trade was experiencing a process of transforma- tion in recent years, partly evidenced in the shift of trade companies' production mode from "process and export with materials provided by importer for free (PW) to "process and export with imported materials (PI)" to ordinary trade (OT). Theoretic research shows that RMB appreciation, the fast increase of wage in the manufacturing industry, and the development trend resulting from trade companies' accumulation of trade experience and capital may be the main influ- encing factors that prompt the transformation. Analysis based on VAR models and times series data of 4 provinces in the Yangtze River delta and Pearl River Delta area shows that the development trend is the most significant factor prompt- ing the transformation of processing trade while RMB appreciation and the in- crease in wage also significantly push forward the transformation process. The pa- per concludes that local governments in eastern areas in China should provide suf- ficient financial support for this positive shift.
出处
《国际贸易问题》
CSSCI
北大核心
2014年第12期80-90,共11页
Journal of International Trade
基金
2012教育部人文社科青年基金项目<跨境贸易人民币结算对我国出口的效应研究>(12YJC790137)
2012年国家社科基金重大项目<国际贸易保护主义发展趋势及我国应对策略研究>(12&ZD097)
关键词
加工贸易转型
汇率升值
工资冲击
Transformation of processing trade
Exchange appreciation
Wage shock
作者简介
马光明:中央财经大学国际经济与贸易学院100081电子信箱:mggbob@126.com。