本文基于贸易附加值,测算了1995--2011年中国各制造业的显示性比较优势指数。结果表明.中国在全球制造业产业链布局中,比较优势仍集中在劳动密集型制造业领域.但有弱化迹象:资本以及知识和技术密集型制造业领域均未取得显著比较优势,但有迹象表明资本密集型制造业领域的比较优势正在形成.而知识和技术密集型制造业领域的比较劣势特别显著且无明显改善趋势。中国在全球产业链布局中的现实地位及进一步发展基本上是“依托低端,挺进中端,遥望高端”。基于贸易附加值所得上述研究结论有助于纠正传统总值核算法对中国制造业国际竞争力的误判.对于制造业转型升级战略方向及政策的科学制定有着重要的政策意义。
This paper introduces "trade in value added" into revealed comparative advantage index formula to measure China's major industrial international competitiveness covering from 1995 to 2011. We find that in the global industrial chain layout, China's comparative advantage still concentrated in the field of labor intensive manufactures with signs of weakening; But in the field of capital intensive, knowledge intensive and technology intensive manufactures, China still have not made significant comparative advantage, but there are signs that the comparative advantage in capital intensive manufacturing field has formed, and the knowledge intensive and technology intensive manufacturing industries' comparative disadvantages are particularly significant and there is no obvious improvement trend. The rise of China's manufacturing industry in the global industry chain is reflected in the transformation from low technology to medium technology intensive because the development gap is too large, China still have no realistic foundation move along high technology intensive manufactures. The results not only help us to know the current situation of the intemational competitiveness of China's industries, but also have important policy implications for industrial transformation and upgrading.