摘要
我国的产业发展正面临国内供需不相适配和国外价值链重构的双重困局。基于世界投入产出表2000—2014年间43个国家56个产业的数据,构建产业层面的供需匹配程度与产业升级指标,使用固定效应估计、动态面板工具变量估计和系统GMM估计方法,从全球价值链视角考察供需匹配程度提高与产业升级之间的关系,并检验其具体影响机制。研究发现:供需匹配对产业升级具有显著影响,供需匹配程度提高1%,产业升级水平将提高1.874%;供需匹配主要通过垂直专业化程度加深、产业链分工位置改善两个正向机制和研发投入减少的负向机制影响产业升级。鉴此,我国应大力推广反向定制模式以继续提升供需匹配程度,同时应鼓励企业培育核心竞争优势、增加研发投入等,以充分发挥供需匹配改善对产业升级的促进作用。
China’s industry is confronted with both the imbalance between domestic supply and demand, and the reconstruction of the global value chains(GVCs). Based on the data of 56 industries in 43 countries from 2000 to 2014, this paper creates indicators of matching degree of supply and demand in industrial level and industrial upgrading, and examines the relationship between the improvement of supply and demand matching and industrial upgrading, and its specific mechanisms by using fixed effect estimation, dynamic panel instrument variable estimation and systematic GMM estimation from the GVCs perspective. The study finds that the matching of supply and demand has a significant impact on industrial upgrading;the degree of matching between supply and demand increases by 1%, and the level of industrial upgrading will increase by 1.874%;the matching of supply and demand affects industrial upgrading mainly through two positive mechanisms, the deepening of vertical specialization and the improvement of division position in GVCs, and one negative mechanism-reduced investment. In view of the findings, China should vigorously promote the "reverse customization" model to continue to improve the degree of matching between supply and demand. At the same time, enterprises should be encouraged to cultivate core competitive advantages and increase investment in research and development, so as to give full play to the improvement of supply and demand matching to promote industrial upgrading.
作者
王静
WANG Jing(School of Marxism,Peking University,Beijing 100871,China)
出处
《广东财经大学学报》
CSSCI
北大核心
2021年第5期41-51,60,共12页
Journal of Guangdong University of Finance & Economics
关键词
供需匹配
供需匹配程度
产业升级
产业升级效应
全球价值链
垂直专业化
产业链分工位置
supply and demand matching
matching degree of supply and demand
industrial upgrading
industrial upgrading effect
global value chain
vertical specialization
position of industrial chain division
作者简介
王静(1993-),女,黑龙江鹤岗人,北京大学马克思主义学院博士研究生。
