中国与其他“金砖国家”的价值链互补性研究

通过计算中国与其他"金砖国家"在彼此制造业价值链中的增加值分布,构建并测算价值链互补指数,从而研究它们的价值链互补性。研究表明,中国与其他"金砖国家"绝大多数制造业价值链的多数环节互补性较强,它们的价值链分工有向高端化发展的趋势。其他"金砖国家"与中国制造业价值链的互补性相对较弱,且主要体现在资源产品及服务环节。其中,印度与中国制造业价值链的互补性相对较强。中国与其他"金砖国家"基本具备了构建区域价值链的条件,中国在其中能够发挥主导性作用。因此,中国应通过建立"金砖国家"长效合作机制,创新并深化"金砖国家"产业合作领域,与其他"金砖国家"联合布局建立产业价值链的区域协同机制,加大对其他"金砖国家"的投资等方式,构建自主型价值链。

Research on Complementarity of GVC between China and other BRICS Countries

This paper studies the complementarity of China and other BRICS countries on their GVCs by calculating the distribution of value added in each other’ s manufacturing GVCs as well as constructing and calculating the GVC complementarity index. The research shows that China is highly complementary to most of other BRICS countries’ manufacturing GVCs,and their division tends to be high-end. Comparatively,the complementarity of other BRICS countries with China’ s manufacturing GVCs is weak,and mainly in primary products,resource products and service sectors. However,India’ s complementarity to China ’ s manufacturing GVCs is relatively high. China and other BRICS countries almost have the required conditions to build regional value chains,in which China can play a leading role. Therefore,China should build long-term cooperation mechanism,innovate and deepen BRICS’industrial cooperation,and jointly layout the regional coordination system of industrial value chain and increase investment in other BRICS countries,so as to build an independent value chain.