|
|
|
| How the Digital Economy Affects the Position of Manufacturing in the Gobal Value Chain: Mechanism Analysis and Spatial Spillover |
| Tu Niansong,Li Ke,Chai Zhengmeng |
| （School of Management and Economics, Kunming University of Science and Technology, Kunming 650093,China） |
|
|
|
|
Abstract At present, China's traditional processing and manufacturing industry has been located in the "value depression" of the smile curve for a long time, with small value-added space. The high-tech industry has suffered from low-end structure and low-tech industry, and faces the risk of being "locked by the low-end". The digital economy can break through the space-time constraints. The dissemination of digital knowledge and information can weaken the incompleteness of regional knowledge and information to a certain extent, help enterprises to acquire knowledge spillover, enhance technological innovation capacity, promote the production efficiency of the manufacturing industry and enhance its global value chain status. The development of the digital economy relying on the Internet can effectively support the needs of epidemic prevention and control, as well as the economic and social development.#br#On the basis of the vigorous development of digital economy, this paper deduces the mathematical model of the impact of the digital economy on the global value chain status, and evaluates the impact of the digital economy and the dynamic non-linear effect from the perspective of the global value chain status of manufacturing industry. With the help of historical data instrumental variables, it conducts the robustness test of dynamic panel estimation, and studies the heterogeneity of the impact by samples from different regions and different policies. By taking technological innovation and industrial structure upgrading as intermediary variables, the study explores the indirect impact mechanism. Considering the spatial characteristics of digital economy and the spatial dependence of manufacturing global value chain status, it then studies the spatial spillover effect of digital economy on manufacturing global value chain status with the help of spatial Dobbin model.#br#In this paper, from the two aspects of digital industrialization and industrial digitization, 8 secondary indicators and 25 tertiary indicators are selected and a comprehensive evaluation indicator system of the development level of the provincial digital economy is constructed by the principal component analysis method, and then the global value chain status of the manufacturing industry is expressed by the export complexity of the manufacturing industry. With the panel data of 31 provinces in China from 2005 to 2020, the empirical research shows that the development of digital economy has significantly enhanced the global value chain status of provincial manufacturing industry and has a dynamic non-linear increasing effect; moreover, there is regional heterogeneity. Compared with the eastern region and the regions along the the Belt and Road, the digital economy plays a greater role in promoting the central and western regions and the regions along the the Belt and Road. As far as the internal mechanism is concerned, improving the technological innovation ability and optimizing the industrial structure upgrading are the two basic paths for the digital economy to affect the export complexity of manufacturing industry. In the digital economy, the technology and knowledge spillover effects of different provinces make technological innovation permeate with each other, which is conducive for enterprises to breaking through the existing R&D difficulties to strengthen technological innovation and accelerate the transformation of technological achievements. The digital economy can broaden the boundary of industrial chain division of labor, accelerate the transformation of traditional industries, effectively reduce the processing costs and transaction costs among labor division entities, improve the efficiency of resource allocation and production management, and enhance the status of global value chain. Meanwhile the spatial Dobbin model shows that there is a spatial spillover effect on the impact of the digital economy on the export complexity of the manufacturing industry. The development of the digital economy will not only affect the export complexity of the manufacturing industry in the province, but also be conducive to the improvement of the export complexity of the manufacturing industry in the neighboring provinces.#br#Therefore,in order to promote the upgrading of the global value chain of China's manufacturing industry, it is necessary to strengthen the construction of digital economy, optimize the innovation environment and industrial structure.Regional digital economy collaborative development networks are expected so as to give full play to the spatial effect brought by the digital economy, realize cross regional division of work and cooperation and promote the coordinated development of various provinces.#br#
|
|
Received: 23 May 2022
|
|
|
|
|
|
| [1]刘淑春.中国数字经济高质量发展的靶向路径与政策供给[J].经济学家,2019,31(6):52-61.[2]张艳萍,凌丹,刘慧岭.数字经济是否促进中国制造业全球价值链升级[J].科学学研究,2022,40(1):57-68.[3]杨慧梅,江璐.数字经济、空间效应与全要素生产率[J].统计研究,2021,38(4):3-15.[4]刘军,杨渊鋆,张三峰.中国数字经济测度与驱动因素研究[J].上海经济研究,2020,37(6):81-96.[5]赵涛,张智,梁上坤.数字经济、创业活跃度与高质量发展——来自中国城市的经验证据[J].管理世界,2020,36(10):65-76.[6]韦庄禹.数字经济发展对制造业企业资源配置效率的影响研究[J].数量经济技术经济研究,2022,39(3):66-85.[7]于世海,许慧欣,孔令乾.数字经济水平对中国制造业资源配置效率的影响研究[J/OL].财贸研究.[2022-04-22].https://kns.cnki.net/kns8/defaultresult/index.[8]姚战琪.数字经济对我国制造业出口竞争力的影响及其门槛效应[J].改革,2022,35(2):61-75.[9]刘鑫鑫,惠宁.数字经济对中国制造业高质量发展的影响研究[J].经济体制改革,2021,39(5):92-98.[10]惠宁,杨昕.数字经济驱动与中国制造业高质量发展[J].陕西师范大学学报(哲学社会科学版),2022,51(1):133-147.[11]李春发,李冬冬,周驰.数字经济驱动制造业转型升级的作用机理——基于产业链视角的分析[J].商业研究,2020,63(2):73-82.[12]GONZáLEZ J L, JOUANJEAN M A. Digital trade: developing a framework for analysis[R]. OECD Publishing, 2017,9-14.[13]LANZ R,LUNDQUIST K,MANSIO G, et al. E-commerce and developing country-SME participation in global value chains[R]. WTO Staff Working Papers, 2018.[14]费越,张勇,丁仙,等.数字经济促进我国全球价值链地位升级——来自中国制造业的理论与证据[J].中国软科学,2021,36(S1):68-75.[15]孙黎,许唯聪.数字经济对地区全球价值链嵌入的影响——基于空间溢出效应视角的分析[J].经济管理,2021,43(11):16-34.[16]裘莹,郭周明.数字经济推进我国中小企业价值链攀升的机制与政策研究[J].国际贸易,2019,38(11):12-20,66.[17]余姗,樊秀峰,蒋皓文.数字经济对我国制造业高质量走出去的影响——基于出口技术复杂度提升视角[J].广东财经大学学报,2021,36(2):16-27.[18]杜传忠,管海锋.数字经济与我国制造业出口技术复杂度——基于中介效应与门槛效应的检验[J].南方经济,2021,39(12):1-20.[19]HALLAK J C,SIVADASAN J. Productivity, quality and exporting behavior under minimum quality constraints[R]. Munich: University Library of Munich, 2008.[20]张晴,于津平.制造业投入数字化与全球价值链中高端跃升——基于投入来源差异的再检验[J].财经研究,2021,47(9):93-107.[21]AGHION P,JONES B F,JONES C I. Artificial intelligence and economic growth[R]. National Bureau of Economic Research,2017: 237-282.[22]JONES C,TONETTI C. Nonrivalry and the economics of data[J].American Economic Review, 2020, 110(9):2819-2858.[23]黎峰.增加值视角下的中国国家价值链分工——基于改进的区域投入产出模型[J].中国工业经济,2016,33(3):52-67.[24]HAUSMANN R,HWANG J,RODRIK D. What you export matters[J]. Journal of Economic Growth, 2007, 12(1):1-25.[25]NUNN N,QIAN N. US food aid and civil conflict[J]. American Economic Review, 2014, 104(6):1630-1666.[26]万建香,汪寿阳.社会资本与技术创新能否打破“资源诅咒”——基于面板门槛效应的研究[J].经济研究,2016,51(12):76-89.[27]ELHORST J P . Dynamic models in space and time[J]. Geographical Analysis, 2010, 33(2):119-140. |
|
|
|
