全球价值链分工与多产品企业的产品出口策略——基于二元边际的视角

Global Value Chain Embedment and Product Strategies of Multi-product Exporters--Based on the Binary Margin Perspective

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摘要在贸易保护主义和地缘政治风险等因素的负面冲击下,中国多产品企业需要调整产品出口策略以保持出口竞争力。本文基于拓展边际和集约边际的二元边际视角,探讨了全球价值链(GlobalValueChain,GVC)分工方式对多产品企业产品出口策略的影响。研究发现:多产品企业GVC上游嵌入度升高有助于提高生产率,进而扩大企业出口产品种类并增加企业核心产品出口集中度;嵌入GVC下游的多产品企业则因为利润“侵蚀”效应和竞争挤出效应,融资约束增加,这导致企业出口产品种类缩减和核心产品出口集中度减少。同时,GVC分工方式变化对多产品企业产品出口策略具有异质性影响:相对于成本竞争型多产品企业,GVC上游嵌入度升高使质量竞争型多产品企业出口产品种类扩大和核心产品出口集中度增加的效应更明显,GVC下游嵌入度升高使质量竞争型多产品企业出口产品种类缩减和核心产品出口集中度减少的效应更明显。 Under the negative impact of factors such as trade protectionism and geopolitical risks,Chinese multi-product exporters need to adjust their export product strategies to maintain export competitiveness.This paper explores the impact of Global Value Chain(GVC)division methods on the export product strategies of multi-product firms based on the binary margin perspective of expanding margins and intensifying margins.The results indicate that the firms embedding GVC from upstream promotes firms’productivity,thus expanding the number of firms’export product categories and increasing the export concentration of core products;the firms embedding GVC from downstream is subject to the profit erosion effect and the competitive crowding-out effect,which increases firms’financing constraints,leading to a reduction in the scope of firms’exports and a decrease in the concentration of their core products’exports.At the same time,the form of division of global value chain has a significant heterogeneity effect on the adjustment of export product strategies.For quality-competitive firms with higher GVC’s upstream embeddedness,they have a more significant promotional effect on the expansion of export product categories and the increase in core product concentration.For quality-competitive firms with downstream GVC embeddedness,they have a more pronounced effect on the reduction of export product categories and export product concentration.

作者李嘉欣詹绍菓高宇宁 Li Jiaxin;Zhan Shaoguo;Gao Yuning(School of Public Policy and Management,Tsinghua University,Beijing 100084;Institute of Chinese Borderland Studies,Chinese Academy of Social Sciences,Beijing 100101)

机构地区清华大学公共管理学院中国社会科学院中国边疆研究所

出处《浙江社会科学》北大核心 2025年第6期16-29,156,157,共16页 Zhejiang Social Sciences

基金国家自然科学基金面上项目“全球价值链视角下中国地区及行业真实增加值与真实生产率核算及其决定因素与政策分析框架研究”(71873075)阶段性成果。

关键词全球价值链多产品企业产品出口策略企业生产率融资约束 global value chain(GVC) multi-product exporter export product strategies firm productivity financing constraints

分类号 F752.62 [经济管理—国际贸易]

作者简介李嘉欣,清华大学公共管理学院助理研究员,(北京100084);詹绍菓,中国社会科学院中国边疆研究所助理研究员,(北京100101);通讯作者:高宇宁,清华大学公共管理学院长聘副教授。(北京100084)。