全球价值链嵌入、区域融合发展与制造业产业升级——基于双循环新发展格局的思考

在构建双循环新发展格局和中国区域发展不平衡的背景下,文章将全球价值链、国内区域间融合发展纳入同一研究框架,作为推动制造业产业升级的切入点。使用空间计量方法研究发现：中国各地区参与全球化分工以及国内区域流入型融合对制造业产业升级产生明显溢出效应,且后向溢出更显著。东部参与全球化分工能够享受产业升级红利,中西部则更多通过国内流入型融合获得升级红利。且区域竞争优势与主导分工环节越契合越有益于产业升级。分行业看,高技术类型对于产业升级的拉动效应更显著。资源配置效率、技术效率的改善是参与全球分工以及国内区域融合推动制造业产业升级的重要途径。最后提出了基于三个梯队产业带动系数的区域产业升级扶助路径,对四大板块协同三大支撑带的战略布局作出有效补充。

Global Value Chain,Regional Integration Development and Manufacturing Industry Upgrading; Thoughts on the Dual Circulation New Development Pattern

In the context of constructing a dual circulation new development pattern, and imbalanced regional development in China, this paper incorporates global value chains and native inter-regional integrated development into the research framework as a starting point to promote the upgrading of manufacturing industries. The research using spatial measurement methods find that participation in the global division of labor and the integration of native regional inflows have obvious spillover effects on the upgrading of manufacturing industries, and the backward spillover is more significant. The east areas participating in the global value chain can enjoy industrial upgrade dividends, while the central and western regions receive more upgrade dividends through domestic inflow integration. The more the regional competitive advantage and the leading division of labor link, the more conducive to industrial upgrading. In terms of different industries, high-tech types have more significant stimulating effects on industrial upgrading. The improvement of resource allocation efficiency and technical efficiency is an important way to participate in the global value chain and native regional integration to promote the upgrading of the manufacturing industry. Finally, a regional industrial upgrading support path based on the three echelon industry driving coefficients is proposed, which effectively supplements the strategic layout of the four major sectors and the three supporting belts.