高技术产业国家价值链网络结构与省域增加值分解——来自电子信息产业的证据

为破解我国在高技术产业全球价值链中面临的低端锁定困境，需要构建并完善国家价值链分工体系。构建中国高技术产业国家价值链内生增值传导网络结构分析框架，并以电子信息产业为例，对省域国内增加值进行分解。结果表明，现阶段中国电子信息产业上游技术研发能力较弱，整体增值能力不强；下游间接关联产业部门数量及关联系数值仍待提高；除中游外，上下游出口国内增加值偏低，国际竞争力较弱；东、中部省域国内完全增加值占据优势，内生增值能力方面各有所长，东北、西部省域国内完全增加值及其内生增值能力均较弱。同时，中国省域国际垂直专业化程度未表现出显著地理地区特征，即使同一地域的省域之间也存在不同程度差异。

Network Structure of High-tech Industry National Value Chain and Decomposition of Provincial Added Value:the Evidence from Electronic Information Industry

In order to solve the dilemma of low-end lock in the global value chain of high-tech industry, China needs to build and improve the division system of national value chain. This paper constructs the analysis framework of endogenous value-added transmission structure of China's high-tech industry national value chain (NVC), and decomposes the provincial domestic added value by taking electronic information industry as an example. The results show that at present, the upstream technology R&D ability of China's electronic information industry is weak, as well as the overall value-added ability; Both the number and correlation coefficient of the downstream indirectly related industrial sectors are still to be improved; Except of midstream, the domestic added value from exports and the international competitiveness in the upstream and downstream are both low; The eastern and central provinces have their own advantages in terms of domestic total added value and endogenous value-added capacity, while the domestic total added value and endogenous value-added capacity of northeast and western provinces are both weak. At the same time, the degree of international vertical specialization of China's provinces, which is different between provinces in the same region, does not show obvious geographical characteristics.