国际经济与贸易学院知识库

  优化资源配置效用以及提高技术创新等路径赋能制造业全球价值链地位的攀升。第三，异质性分析结果显示：首先，从不同要素密集型制造业行业来看，数字化投入对技术和资本密集度制造业全球价值链地位的提升具有正向促进效用，且对技术密集型制造业的驱动效用大于资本密集型制造业，对劳动密集型制造业全球价值链地位的提升并无显著促进效用；其次，从数字化投入的不同来源来看，驱动中国制造业数字化投入上升的主导力量是国内数字化投入，出于国际数字贸易规则的限制以及公共信息安全的考虑，国外数在数字要素与数字技术广泛使用的数字经济时代，数字化投入促进了世界各个国家和地区间的生产协作。然而我国还未完全实现由“人口红利”向“人才红利”的转变，且遭受近年来全球贸易不断收缩的消极影响，我国制造业面临全球价值链底端锁定的窘境。二十大报告明确指出“加快发展数字经济，促进数字经济和实体经济深度融合，打造具有国际竞争力的数字产业集群”的规划。据此，本文基于数字化投入视角，尝试厘清数字化投入革新制造业的作用机制，研究数字化投入能否给中国制造业全球价值链地位攀升带来新动能，对提升我国制造业全球价值链地位具有重要意义。

  本文基于数字化投入视角，通过构建FGLS模型，使用OECD数据库探究2005—2018年数字化投入对中国制造业全球价值链地位的影响。研究结果发现：第一，基准回归显示数字化投入对提升我国制造业全球价值链地位具有显著推动作用，并通过稳健性和内生性检验验证了该结论的可靠性。第二，机制检验表明数字化投入对制造业生产效率的提升具有关键作用，主要通过降低传统部门的交易成本、字化投入较少；最后，从不同加工贸易方式来看，数字化投入对非加工贸易制造业的促进效应大于加工贸易制造业。基于此，本文提出如下政策建议：第一，优化数字生态环境；第二，推进新型基础设施建设；第三，加强数字化行业与传统行业融合。

     In the digital economy era where digital elements and technologies are widely used, digital investment has promoted production and collaboration among countries and regions around the world. However, my country has not fully realized the transformation from "demographic dividend" to "talent dividend", and has suffered from the negative impact of shrinking global trade in recent years. my country's manufacturing industry is facing the dilemma of being locked at the bottom of the global value chain. The report of the 20th National Congress clearly pointed out the plan to "accelerate the development of the digital economy, promote the deep integration of the digital economy and the real economy, and create an internationally competitive digital industry cluster". Accordingly, based on the perspective of digital investment, this paper attempts to clarify the mechanism of digital investment in the innovation of manufacturing industry, and studies whether digital investment can bring new momentum to the rise of China's manufacturing global value chain, which is of great importance for improving the status of my country's manufacturing global value chain. significance.

      Based on the perspective of digital input, this paper uses the OECD database to explore the impact of digital input on China's manufacturing global value chain status from 2005 to 2018 by constructing the FGLS model. The research results found that: first, the benchmark regression shows that digital investment has a significant role in promoting the status of my country's manufacturing global value chain, and the reliability of the conclusion is verified by robustness and endogeneity tests. Second, the mechanism test shows that digital investment plays a key role in improving the production efficiency of the manufacturing industry, mainly through reducing the transaction costs of traditional sectors, optimizing the effectiveness of resource allocation, and improving technological innovation to enable the rise of the global value chain of the manufacturing industry. Third, the heterogeneity analysis results show that: first, from the perspective of different factor-intensive manufacturing industries, digital investment has a positive effect on the promotion of the global value chain status of technology- and capital-intensive manufacturing industries, and has a positive effect on technology-intensive The driving effect of the manufacturing industry is greater than that of the capital-intensive manufacturing industry, and has no significant effect on promoting the status of the labor-intensive manufacturing industry in the global value chain; secondly, from the perspective of different sources of digital investment, the leading force driving the rise of China's manufacturing digital investment It is domestic digital investment. Due to the restrictions of international digital trade rules and public information security considerations, foreign digital investment is less; finally, from the perspective of different processing trade methods, the promotion effect of digital investment on non-processing trade manufacturing is greater than that of processing trade. trade manufacturing. Based on this, this paper puts forward the following policy recommendations: first, optimize the digital ecological environment; second, promote the construction of new infrastructure; third, strengthen the integration of digital industries and traditional industries.