国际经济与贸易学院知识库

近年来，全球价值链的发展受到了新冠疫情、俄乌冲突、贸易保护主义的冲击，呈现出“区域化”的特征，风险相对小的区域价值链成为各国在参与国际分工模式的重点选择，区域全面经济伙伴关系协定的签署和生效表现出了东亚国家在面对世界经济和国际政治复杂形势下寻求合作的新实践。中国制造业在当前形势下也面临着重大挑战，如何更好促进制造业发展，实现制造业的转型升级成为当前急需解决的难题。国家为提升出口产品质量和制造业价值链升级，积极推动制造业与现代服务业融合发展，鼓励制造企业主动向服务化转型改变在价值链处于低端水平的局面。因此，如何结合好中国在区域价值链中相对主导的优势地位和国家积极推动制造业与服务业融合发展的政策支持成为本文主要的研究问题。具体而言，本文将以RCEP国家间形成的区域价值链为背景，研究制造业服务化对制造业区域价值链地位产生什么影响。

本文整体的研究内容可分为三大部分。第一部分是本文的理论基础，主要以梳理文献的方式，明晰制造业服务化与区域价值链的概念，探究二者可能存在的关系和中间影响机制。第二部分通过描述性分析的方式对RCEP各国制造业服务化程度以及区域价值链地位进行分析，发现二者较过去均呈现明显地上升趋势。第三部分为实证分析部分，实证结果发现制造业服务化对制造业区域价值链地位影响呈“倒U型”，异质性回归发现在不同组之间存在显著的差异。其中，东盟成员国与非东盟成员的结果差异间接说明了良好发展的区域经济合作组织是制造业服务化发挥作用的环境基础。机制检验的结果发现本文提出的两个机制均在一定的条件能够产生影响作用。

本文与以往研究有所不同的是，以往研究区域价值链研究主要是依据“一带一路”沿线国家来探讨区域价值链升级，本文将RCEP成员国之间所形成的区域价值链作为基础，来探究制造业服务化对其区域价值链地位的影响，为中国更好地依托RCEP这一平台发展制造业提供了一定的参考。

In recent years, the development of global value chains has been affected by the impact of the new epidemic, the Russia-Ukraine conflict and trade protectionism, and has been characterised by "regionalisation". The signing and entry into force of the Regional Comprehensive Economic Partnership Agreement (RCEP) shows the practice of East Asian countries in seeking cooperation under the complex situation of the world economy and international politics. China's manufacturing industry is also facing major challenges in the current situation, and how to better promote the development of the manufacturing industry and achieve the transformation and upgrading of the manufacturing industry has become a pressing problem to be solved. In order to improve the quality of export products and upgrade the manufacturing value chain, the state actively promotes the integration of manufacturing and modern service industries, and encourages manufacturing enterprises to take the initiative to transform to service to change the situation of being at the low end of the value chain.

Therefore, how to combine China's advantage of relative dominance in the regional value chain and the national policy support to actively promote the integration of manufacturing and service industries becomes the main research problem of this paper. Specifically, this paper will take the regional value chains formed among the RCEP countries as a background to study what impact the servitisation of manufacturing has on the status of manufacturing regional value chains.

The overall research content of this paper can be divided into three main parts. The first part is the theoretical foundation of the paper, mainly by combing through the literature to clarify the concepts of servitisation of manufacturing and regional value chains, and to explore the possible relationship and intermediate influence mechanisms between them. The second part analyses the degree of servitisation of manufacturing and the status of regional value chains in the RCEP countries by means of descriptive analysis, and finds that both show a significant upward trend compared with the past. The third part is the empirical analysis. The results of the empirical analysis reveal that the impact of manufacturing servitisation on the regional value chain position of manufacturing is in an "inverted U-shape", and the heterogeneity regression finds that there are significant differences between different groups. The difference between ASEAN members and non-ASEAN members indirectly indicates that a well-developed regional economic cooperation organisation is the basis of the environment in which manufacturing servitisation works. The results of the mechanism test found that both mechanisms proposed in this paper can have an impact under certain conditions.

What makes this paper different from previous studies is that previous studies on regional value chains mainly focus on the upgrading of regional value chains based on countries along the "Belt and Road", while this paper takes the regional value chains formed among the RCEP member countries as the basis to explore the impact of manufacturing servitization on their regional value chain status, so as to provide China with a better opportunity to This paper takes the regional value chains formed among the RCEP member countries as a basis to explore the impact of the serviceization of manufacturing on their regional value chains, which provides a reference for China to better develop its manufacturing industry based on the platform of RCEP.