本文基于嵌入位置和增值能力,构建了一个分析区域价值链融入国家价值链的新框架,探讨了中国各区域制造业的具体升级路径。研究表明:北部沿海、东部沿海和中部地区嵌入到国家价值链下游的高增值环节;当不考虑区域价值链融入全球价值链的影响因素时,南部沿海、京津地区等经济发达地区嵌入到国家价值链中上游的低增值环节;八大区域制造业的各行业中有近半数的增值能力不强,且嵌入位置指数呈现两级分化格局;在融入国家价值链的动态变化过程中,南部沿海和东北地区表现出从价值链下游低增值环节向上游高增值环节升级的演变路径,而西北、西南和京津等地区则在国家价值链上游低增值环节遭遇“锁定”。
This paper establishes a theoretical framework of the RVC integrating into the NVC, and discusses the upgrading routes of China's regional manufactures in a two-dimensional space which is composed of embedding position and value- adding capacity. The results shows that northern and eastern coast, middle region embed into the NVC's downstream elements with higher value-adding. Without regard to the influencing factor of RVC integrating GVC, developed districts, such as southern coastal area and Peking-Tianjin area, regrettably embed into the NVC' s midstream and upstream elements with lower value- adding. Nearly half of sectors have lower capacities in value adding, and the embedding position indexes perform the feature of polarization. Besides, southern coast and northeast area have dynamic evolution from lower value-adding elements in downstream to higher value-adding ones in upstream. Unfortunately, the areas from northwest, southwest and Peking-Tianjin, are caught into ' lock-in' dilemma with lower value-adding elements.