文档摘要：随着数字技术进步及其在经济各领域的快速应用,其对产业全球价值链(GVC)地位升级的推动作用日益显著.基于OECD-TiVA联合发布TiVA数据库2006—2018年的数据,以64个经济体为研究样本,实证检验数字技术对制造业GVC分工地位升级的影响.研究结果显示:数字技术显著促进制造业GVC分工地位的升级;提高劳动生产率、优化人力资本结构以及刺激消费需求,是数字技术促进制造业GVC分工地位升级的作用机制.异质性分析表明:数字技术对于低互联网发展水平以及中低收入经济体GVC分工地位升级的促进作用更为明显.据此提出,增强数字技术对我国制造业GVC分工地位升级的促进作用,应大幅提升我国数字技术创新和应用能力;增强贸易规则话语权,推动"数字贸易"发展;加快培养数字技术人才,加速推动消费结构升级.
Abstract：Thedatageneratedbydigitaltechnologyanditsapplicationsaresignificantfoundationsandcoreelementsofdigitaleconomydevelopment,aswellastheprimarymeansforacountrytoachievedigitaltransformation.Theyareconsideredthecoreofthefourthscientificandtechnologicalrevolution.Inrecentyears,drivenbythecontinuousiterativeinnovationofdigitaltechnologyanditsincreasingpenetrationintovariouseconomicsectors,thedigitaleconomyhasdevelopedrapidlyandhasbecomeaninevitablechoiceforvariouseconomiesintheworldtopromoteeconomicrecoveryandaccelerateeconomicrestructuring.AccordingtothedatapublishedintheChinaDigitalEconomyDevelopmentResearchReport(2023),thescaleofChina'sdigitaleconomyreached50.2trillionyuanin2022,withayear-on-yeargrowthof10.3％,andtheproportionofdigitaleconomyinGDPreached41.5％.Underthepowerfuldriveofdigitaltechnology,thedigitalizationprocessofthemanufacturingindustryisconstantlyaccelerating,andtraditionalmanufacturingindustriesaretransformingintohigh-levelmanufacturingindustrieswithdigitizationandintelligence.Theincreasingpenetrationandintegrationofdigitaltechnologyintothemanufacturingindustrychainwillalsohaveanincreasinglysignificantimpactontheparticipationofmanufacturingindustriesinvariouseconomiesoftheworldintheglobalvaluechains(GVC)specialization.Toexploretheimpactofdigitaltechnologyontheglobalvaluechainsspecializationofmanufacturingindustry,wefirsttheoreticallyexplainstheinfluencingmechanismfromthreeperspectives:laborproductivity,humancapital,andchangesinconsumerdemand.Then,basedonTradeinValueAdded(TiVA)datafrom64sampleeconomiesbetween2006and2018jointlyreleasedbyOECDandWTO,atwo-wayfixed-effectsmodelisconstructedforregressionanalysis,andtherobustnessandindigeneityoftheregressionresultsaretested.Furthermore,throughtheconstructionofamechanismtestmodel,threemajormechanisms——improvinglaborproductivity,optimizingthestructureofhumancapital,andstimulatingconsumerdemandareverified.Inaddition,heterogeneitytestsareperformedseparatelybyclassifyingthesampleeconomiesaccordingtodifferencesinincomelevels,internetdevelopmentlevels.Finally,onthebasisofresearchresults,targetedandoperablepolicymeasuresareproposed.Throughtheoreticalanalysisandempiricaltest,thefollowingfindingsareobtained.Firstly,digitaltechnologyhasasignificantpromotioneffectontheimprovementoftheGVCspecializationstatusofthemanufacturingindustryinthesampleeconomies,andtheconclusionremainsvalidafteraseriesofrobustnesstestsandindigeneitytests.Secondly,digitaltechnologyachievesitspromotioneffectontheupgradingoftheGVCspecializationstatusofthemanufacturingindustryinvariouseconomiesmainlythroughthreemechanisms--improvinglaborproductivity,optimizinghumancapitalstructure,andstimulatingconsumerdemand.Furthermore,thepromotioneffectshowssignificantheterogeneityamongsampleeconomieswithdifferentlevelsofinternetdevelopmentandincome.Comparedwitheconomieswithhighinternetdevelopmentlevelsandhigh-incomelevels,thepromotioneffectofdigitaltechnologyontheimprovementoftheGVCspecializationstatusofthemanufacturingindustryineconomieswithlowinternetdevelopmentlevelsandmiddle-to-lowincomelevelsismoresignificant.OurworkhasmadesomemarginalcontributionstothestudyoftherelationshipbetweendigitaltechnologyandGVCspecialization.Ontheonehand,theintermediarymechanismofdigitaltechnologydevelopmentpromotingtheupgradingofGVCspecializationstatusofthemanufacturingindustrywasanalyzedthroughtheoreticaldeductionandempiricalverification,whichprovidesusefulsupplementstotheexistingimpactmechanismsinacademiaandgivesreferenceforsubsequentin-depthresearch.Ontheotherhand,theresearchconclusionsalsohaveimportantpolicysignificanceandpracticalvalue.Wefocusonaninternationalperspective,payingattentiontotheheterogeneouseffectsofdigitaltechnologyineconomieswithdifferentlevelsofinternetdevelopmentandincome,providingdecision-makingbasisforvariouseconomiestopromotetheupgradingoftheGVCspecializationstatusofthemanufacturingindustry.OurresearchresultsontheimpactofdigitaltechnologyonupgradingoftheGVCspecializationstatusofthemanufacturingindustryinsampleeconomieshasimportantpolicyimplicationsforChinatofullyutilizethe"dividend"broughtbydigitaltechnologyinachievingdigitaltransformationandhigh-qualitydevelopment,andcontinuouslyenhanceitspositioninGVCspecializationofthemanufacturingindustry.Firstly,Chinashouldsignificantlyenhanceherdigitaltechnologyinnovationcapabilities,acceleratethedevelopmentofdigitalindustrializationandpromotetheprocessofindustrialdigitaltransformation.Secondly,Chinashouldmakelouderitsvoiceintheformulationofinternationaldigitaltraderulesandpromotethedevelopmentofdigitaltrade.Finally,Chinashouldacceleratethecultivationofdigitaltechnologytalentstoimprovetheshortageofdigitaltechnicalpersonnelandupgradedomesticconsumptionstructureconsistently.
作者：周升起 衣彩娇 Author：ZHOUShengqi YICaijiao
作者单位：青岛大学经济学院,山东青岛266071;青岛大学山东省世界经济研究基地,山东青岛266071青岛大学经济学院,山东青岛266071
刊名：重庆理工大学学报 PKU
Journal：JournalofChongqingInstituteofTechnology
年，卷(期)：2024, 38(10)
分类号：F114.1F49
关键词：数字技术 制造业 全球价值链地位 人力资本 消费需求
Keywords：digitaltechnology manufacturingindustry globalvaluechainposition humancapital consumerdemand
机标分类号：F062.9F752.65F205
在线出版日期：2024年7月12日
基金项目：山东省社会科学规划项目，青岛大学人文社会科学基金培育项目数字技术对制造业全球价值链分工地位升级影响研究[
期刊论文] 重庆理工大学学报--2024, 38(10)周升起 衣彩娇随着数字技术进步及其在经济各领域的快速应用,其对产业全球价值链(GVC)地位升级的推动作用日益显著.基于OECD-TiVA联合发布TiVA数据库2006—2018年的数据,以64个经济体为研究样本,实证检验数字技术对制造业GVC分工地位升...参考文献和引证文献
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关键词：数字技术,制造业,全球价值链地位,人力资本,消费需求,
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