本文运用一般均衡及超边际分析方法,通过建立一个包含制造组装环节和品牌营销环节的内生分工模型来探索全球价值链的“空间逻辑”。研究表明:促进制造组装环节与品牌营销环节空间分离的主要动力有两个:一是发挥各个区域的外生比较优势。最大限度地提高整条价值链的生产效率;二是充分利用各个区域的专业化经济,尽量降低整条价值链的固定学习成本。而要实现制造组装环节和品牌营销环节的空间分离.需要制造产品以及品牌服务的区域间交易效率提高到一定的临界值.其中,品牌服务在提高市场交易效率方面的“正反馈效应”对上述两个环节空间分离的实现起着促进作用。在此基础上.本文进一步分析了模型衍生的一系列区域经济政策含义。
Applying the general equilibrium and infra-marginal analysis, throughout the establishment of endogenous division of labor model which including manufacturing assembly and brand marketing, this paper explores the "spatial logic" in the GVC. Two major forces which promoting the spatial separation of the two parts are found, one is developing the exogenous comparative advantages of different regions, so as to improve the production efficiency of the whole value chain; The other is making full use of the specialized economy, in order to reduce the fixed learning cost from each production cycle as well as the whole value chain. To get the spatial separation, it's needed for the efficiency of interregional exchange between the manufacturing products and brand service to get a certain threshold, wherein, the "positive feedback" from the brand service to improve the transaction efficiency would facilitate the separation. On this basis, we further analysis a series of regional economies policy recommendations deduced by the model.