本文基于全球价值链布局模型,构建了一个综合反映增值能力和嵌入位置的全球价值链融入路径的分析框架。在剖析全球价值链融入路径的不同演进模式的基础上,通过构建和测算价值链地位指数、增值能力指数和价值链获利能力指数,刻画了1995—2011年中国不同技术水平制造业融入全球价值链的路径及其演进特征。结果表明,嵌入位置是决定中国制造业国际分工地位的关键因素.中国中技术、高技术和低技术制造业分别位于全球价值链的上、中、下游;中国制造业的行业技术水平与增值能力负相关,嵌入在低增值环节是导致中高技术行业增值能力弱的关键因素;中国低技术制造业开始呈现嵌入位置攀升带动增值能力优势增强的积极态势:而中高技术行业则面临增值能力和嵌入位置同时下滑带来的边缘化风险。增值能力弱是制约中国制造业转型升级的关键因素。升级要素结构、培育技术优势,以提升嵌入位置为抓手引导中国制造业向高增值环节攀升是提升中国国际分工地位的关键。
This paper establishes GVC location model and develops a framework to explain GVC integrating routes in consideration of value-adding capacity and embedding position. Based on analyzing various evolution pattern of GVC integrating routes, this paper develops and calculates GVC-status index, value-adding capacity index and GVC profitability index, elaborating the evolution of GVC integrating routes for China's manufacturing industry of different technological levels from 1995 to 2011. The results show that embedding position plays a crucial role in deciding the GVC status for China's manufacturing industry. Medium, high and low technological level manufacturing industries lie in the upstream, midstream and downstream of GVCs respectively. The technological level is negatively correlated with value-adding capacity of China's manufacturing industry. Embedding in the low value-added position is the key factor making medium and high tech industries value-adding capacity weak. The evolutionary route of China's low technological level manufacturing industry is moving positively with incremental value-adding capacity caused by position elevation. While the embedding position and value-adding capacity for medium and high technological level manufacturing are going down simultaneously with risk of marginalization. The weakness of value-adding capacity is the key factor holding back the upgrading for China's manufacturing industry. Upgrading endowment structure, cultivating technological advantage and guiding the medium and high technological level industries climb up to high value-added stages through elevation of embedding position will be crucial to elevate GVC status for China's manufacturing industry.