研究目标:把握中国制造业服务化趋势及其驱动因素。研究方法:基于MRIO模型的贸易增加值核算及结构分解分析。研究发现:如果考虑中国贸易的二元结构,则制造业服务化悖论并不存在,1995-2011年期间,中国制造业出口中的服务增加值占比由33.54%上升至33.74%,上升幅度很小,但国内服务增加值对于制造业出口增加值创造的重要性在快速提高,制造业服务化转型呈现出“以国内服务替代国外服务”的趋势;从不同贸易方式来看,制造业加工出口的国内服务化水平较低但其提升幅度大大超过了一般贸易出口;市场分割弱化了国内产业关联、粗放型发展模式导致服务部门增加值系数下降,以及来自于亚太地区出口市场的低端俘获,这些都是抑制一般贸易出口的国内服务化水平提升的主要原因。研究创新:利用OECD-ICIO区分加工贸易的数据,对中国制造业出口中的服务增加值进行再测算,并比较分析两种不同贸易方式下国内服务化转型的变动趋势及其主要驱动因素。研究价值:为促进中国制造业转型升级、提升出口利得提供参考。
Research Objectives: The trend and its driving factors of China's manufacturing serviti- zation. Research Methods: The value added in trade accounting and Structural Decomposition Analysis based on the MRIO model. Research Findings: If the dual structure of China's trade is considered, the manufacturing service paradox will not exist. From 1995 to 2011, the growth of service value added in China's manufacturing sector is very small. But the impor- tance of the domestic servitization for the creation of export value added in the manufacturing is rising rapidly, and the transformation of manufacturing servitization appears a trend of "the replacing of foreign services by domestic ones" . On the trade type, the domestic ser- vitization of manufacturing processing exports is low, but its rising range is much higher than ordinary trade exports. The main reasons which restrain the domestic servitization in- creasing of the ordinary trade export include that the market segmentations have weakened the linkage of domestic industries, and the extensive development has led to a decline in the value-added coefficients of the service sectors and the low-end capture from the Asia-Pacific export market. Research Innovations: By using the OECD-ICIO data which distinguishes the processing trade export from the ordinary trade export, this paper re-calculates the service value added in the export of China's manufacturing, and analyzes the trends and the main driving factors in the transformation of domestic servitization under the above two different trade types. Research Value: This paper provides references for promoting the transformation of China's manufacturin- and the value added in trade.