双向FDI协同与全球价值链升级

郑小玲，朱蕊

摘要：文章基于2006—2020年中国省级面板数据及跨国面板数据，探讨双向FDI协同互动与制造业全球价值链升级之间的影响关系。研究表明：双向FDI协同互动对制造业全球价值链升级有显著的正向影响，知识产权保护水平、政府调控力、行业规模、资本投入强度和基础设施建设水平等对制造业全球价值链升级有不同程度的影响。中介机制检验结果表明，双向FDI协同互动通过产业结构升级和技术进步两条路径助推制造业全球价值链升级。因此，全面推动双向FDI协同互动，推动产业结构优化升级和企业技术创新，是助推中国制造业全球价值链升级的重要途径。

关键词：双向FDI协同；制造业全球价值链；产业结构优化；技术进步；中介效应

中图分类号：F424；F125            文献标志码：A            文章编号：1671-9840（2023）04-0018-10

DOI：10.16713/j.cnki.65-1269/c.2023.04.003

Two-Way FDI Coordination and Global Value Chain Upgrading

—An Empirical Study Based on the Panel Data of

China's Manufacturing Industry Segments

ZHENG Xiaoling， ZHU Rui

（Anhui University，Hefei 230601， China）

Abstract： Based on the provincial panel data from 2006 to 2020， this paper discusses the influence of two-way FDI coordination on the global value chain of China's manufacturing industry. The research shows that two-way FDI coordination has a po-sitive promoting effect on the upgrading of the global value chain of the manufacturing industry， and the level of intellectual pro-perty protection， government regulation， industry scale， capital investment intensity and infrastructure construction have influence on the upgrading of the global value chain of the manufacturing industry to different degree. Further intermediary mechanism test shows that there are two ways of industrial structure optimization and upgrading and technological progress to promote the global value chain upgrading of manufacturing industry. In this regard， it is necessary to comprehensively promote the synergistic and interactive development of two-way FDI coordination， promote the optimization and upgrading of industrial structure and technological innovation of enterprises， and upgrade the status of the global value chain of the manufacturing industry.

Key words： two-way FDI coordination; manufacturing global value chain; industrial structure optimization; technological advance; mediating effect

一、文献简述

伴随着新一代信息技术与制造业的融合发展，中国制造业在国际竞争中的资源基础和比较优势在发生变化。在经济全球化浪潮的推动下，“中国制造”已被越来越多的国家和地区所熟知，中国在工业制成品产量上处于全球领先水平。2021年，中国制造业增加值约为31.4万亿元，占全球近30%的比重1。提升中国制造业在全球价值链中的地位是培育我国参与国际合作和竞争新优势的重要途径。然而，中国制造业由于核心技术具有高度对外依赖性以及传统要素禀赋成本上升，故在全球价值链中陷入低端锁定的困境［1］，长期位于全球价值链中低端，存在“大而不强”的问题。……