全球化背景下,国际贸易对具有不同专业化分工的国家影响有所差异,对此进行研究有重要的理论及现实意义。基于此,以产业分工存在显著差异的中日两国为研究对象,在2007年中日国际投入产出表的基础上引入Ti VA及Ti CE指标,对比分析中日贸易的经济效应与碳排放效应。结果显示:1日本经济的价值创造能力要明显强于中国,尤其是制造业部门;中日两国经济增长机制存在显著差异,劳动者报酬及固定资产折旧对中国增加值贡献率较低;垂直分工水平越高的行业,中日两国的增加值系数越低且两者差距越大。2中国多数行业的CO2直接排放系数均高于日本,生产技术水平相对较低。3在产业分工中,日本主要负责核心零部件的生产,而中国承担了大量处于产业链下游的组装加工环节及一些资源密集型活动,因此总体上双方贸易对日本的经济效应更高,但对中国碳排放的影响更大;且对于分工越精细、产业链越长、资本与技术越密集的行业,如装备制造业等,中国的增加值出口优势就越不明显。基于上述研究,对国际碳排放责任的界定进行了初步探讨,并对未来中国产业结构调整的方向及工作重点提出了建议。
With the rapid development of globalization, vertical specialization has been more common and trade pattern has obviously changed, which exert different impacts on countries and regions with distinct roles and labor divisions. Under this background, based on Sino-Japan international input- output table for 2007, this paper studies the economic effects and carbon emission effects of Sino-Japan trade on these two countries with significantly different roles in industrial organizations in East Asia. Specifically, this paper employs trade in value added index and trade in carbon emissions index to study the trade of value added and carbon emissions between China and Japan. The main conclusions are as follows:(1) Japan's capability of value-creation is much stronger than China's, especially in manufacturing sectors.The economic growth mechanism of China is obviously different from that of Japan, since the laborers' remuneration and the depreciation of fixed assets contribute less to China's value added. Besides, in terms of industries with higher level of vertical specialization, value added coefficients of Japan and China are much lower and the gap between them will be larger.(2)CO2emissions coefficients of most industries for China are much higher than those of Japan as a result of low level of production technology in China.(3) Japan mainly undertakes the production of key components and parts in the division of labor, while China mainly focuses on downstream processing assembly process and the production of some resources- intensive products. Hence, Japan has gained greater economic benefits from Sino- Japan trade while China are heavily affected with regard to carbon emissions. Based on the conclusion, this paper also discusses principles for assigning responsibility for CO2 emissions at the international level and provides some suggestions on promoting industrial restructuring for China in the future.