全球价值链治理研究综述

全球价值链理论的研究起始于20世纪90年代,目前还处于探索阶段.治理是全球价值链研究的主要课题之一.文章按照相关文献的发展顺序,对全球价值链治理的理论做了系统的梳理,客观的评价了现有文献的贡献和不足,最后就全球价值链治理的研究方向进行了展望.     

全球价值链理论研究综述

本文在分析全球价值链理论的基础上,通过对全球价值链的理论形成、动力机制、治理机制及沿价值链产业升级逐一进行阐述,展示了全球价值链理论发展全貌,并对全球价值链理论发展前景进行探讨.     

全球价值链下嘉善家具产业集群治理结构演变

全球价值链下产业集群治理结构会由于企业合作范围的扩展从强关系网络演化为模块化网络。本文认为家具的全球价值链由采购商驱动,嵌入全球价值链的东莞家具产业集群治理结构已由基于关系契约的强关系网络演化为基于显性契约的模块化网络。     

全球价值链下产业升级模式文献综述

经济全球化背景下,产品生产和国家间贸易呈现出全球化的特征,全球价值链理论极大地丰富了国际分工内容;在全球价值链的视角下,产业升级成为各国把握全球化趋势、提高核心竞争力的重要战略选择。回顾全球价值链的理论概念和发展历程,探究其动力机制和治理模式,然后从不同角度详细阐述产业升级内涵和模式,分别从全球价值链促进产业升级、不同类型全球价值链下产业升级模式的选择、产业升级的路径以及产业融入全球价值链的角度,对全球价值链下产业升级模式的理论和实证研究进行总结,得出全球价值链环境下升级模式选择方面的结论和启示。     

建筑陶瓷产业全球价值链动力机制和治理模式分析

首先对全球价值链理论框架中的动力机制和治理模式进行了回顾,之后对建筑陶瓷产业全球价值链的动力机制和治理模式进行了具体的分析,为我国建筑陶瓷产业集群的升级提供一定的指导意义。     

FDI条件下的全球价值链治理模式与产业升级

随着全球化进程的加快,FDI成为跨国企业全球跨国运营的主要方式.本文在FDI的条件下研究全球价值链治理模式与产业升级的关系.笔者认为,FDl条件下.全球价值链的管理模式由市场型、模块型、关系型逐步向领导型和科层制转变.促进产业工艺流程升级和产品升级,却阻碍产业功能升级和链条升级.     

全球价值链视角下产业集群升级研究综述

全球价值链视角下产业集群升级的研究成果可以归纳为五个方面:全球价值链定义与等级划分、全球价值链治理模式、基于价值链的产业集群升级形式、集群嵌入全球价值链的方式、实证分析等.本文对此进行了探讨.     

全球价值链治理与我国加工贸易产业升级

20世纪90年代末兴起的全球价值链理论为发展中国家的产业升级研究提供了崭新的视角.本文试图通过运用全球价值链治理与治理模式理论,分析全球价值链治理框架下我国加工贸易产业升级的方向.     

全球价值链与产业集群间内源机制研究

信息与通讯技术的快速发展以及经济全球化的深化,使产品体系在世界范围内的重构成为可能。虽然全球价值链不是产业集群形成与发展的充分条件,但它能够通过成本导向、市场导向和知识导向等途径催生与强化产业集群的发生与发展。全球价值链在空间上的拓展,使产业链的低端环节在空间上的集中与聚集具有了内在要求,不同类型、不同水准的产业集群又影响着全球价值链的空间调整与全球价值链治理模式的选择。     

全球价值链下中国制造业企业的升级路径分析

全球价值链分工是社会发展后的产物,而我国制造业企业在全球价值链分工中处于低端的位置,严重制约了本土制造业企业的发展。从全球价值链的观点出发,分析我国制造业企业在全球价值链中的地位,寻求我国制造业的的产业升级路径。     

Nurturing International Business research through Global Value Chains literature: A review and discussion of future research opportunities

This article offers a comprehensive and systematic review of the literature on Global Value Chains (GVCs). The GVC framework has received growing attention in the last decade, providing theoretical concepts and analytical tools to understand and assess patterns of value creation in view of the new international division of labour. In this area, a broad overlap of research interest exists with the international business (IB) literature. Yet, few interactions between the two fields of study have been recorded so far. Performing a quantitative content analysis on all academic publications on GVCs in the period 1994−2018, this paper describes the evolution of GVC studies, emphasizing points of contact and potential synergies with the IB literature. It also identifies research opportunities along the four key dimensions of the GVC framework: geographical and industrial scope, governance, upgrading, and institutional context.     

Global value chain linkages: An integrative review of the opportunities and challenges for SMEs in developing countries

This study reviews the literature on the challenges and opportunities of the global value chain (GVC) participation of small and medium-sized enterprises (SMEs) in developing countries. A three-step approach to the literature review is used for synthesizing the relevant research works. In the end, we retain that SMEs are drivers of economic growth and despite the many challenges they face, the opportunity for developing country SMEs to benefit from their GVC linkages does exist, notably the high-quality information that they would otherwise not have access to. However there are necessary preconditions, resources and strategies that need to be put together to ensure the successful integration and growth (upgrading) of these SMEs within GVCs. The findings and proposed model contribute to enrich existing GVC research and offer a theoretical guide for possible practical measures to be adopted by SMEs and governments in developing countries.     

全球价值链治理、知识转移与代工企业升级——以珠三角地区为例

代工企业在全球价值链的升级具有战略性和紧迫性,其升级并不是独立自发的,而是受到了全球价值链中各经济主体之间的组织形式和关系安排的统一约束。知识经济的发展也为代工企业的升级创造了新的机遇。全球价值链、知识转移以及代工企业的升级之间存在着密切的关系,文章通过分析全球价值链治理下的全球领先企业与代工企业之间的知识转移模型,从而提出代工企业的升级建议。     

国内价值链是否对接了全球价值链——基于联立方程模型的经验分析

作为发展中的转轨大国,中国在全球化进程中的产业升级和地区差距问题必须考虑价值链分工这一国际分工新格局。本文利用1997年、2002年和2007年广东省和江苏省的投入产出表与行业层面的数据,通过建立联立方程模型进行实证检验后发现,中国目前形成的全球价值链和国内价值链之间存在着负相关关系,国内价值链并没有成功对接全球价值链。进一步地,不论是从行业来看、时间来看,还是从地区来看,随着切入全球价值链程度的上升,全球价值链对外部价值链的弹性都会上升;而国内价值链对外部价值链的弹性则会下降。利用大国优势和在位优势延长全球价值链在国内的环节,培育其与国内价值链之间的关联对接,构建链条对链条的竞争,可能为中国产业升级和区域经济协调发展提供坚实的分工基础。     

经济全球化条件下的全球价值链理论研究

经济全球化的深化促进了生产的全球离散化和区域集聚化倾向。而全球价值链(GVC)这种新的生产和贸易组织方式把片段化的生产集聚区域联结成为一个有机整体,进一步强化了全球贸易一体化倾向。本文从全球价值链的研究背景、概念形成、研究方法及主要研究内容等方面,对全球价值链理论这一产业与贸易研究的新范式进行了综述。然后,对全球价值链理论需进一步研究的问题及其对我国企业与产业集群嵌入全球价值链实现产业升级方面的启示进行了探讨。     

Does servicification of manufacturing increase the GVC activities of firms? Case of India

Does greater use of services’ inputs in manufacturing increase the global value chain (GVC) activities of the firms? In this study, we analyse the effects of servicification on the GVC activities of manufacturing firms in India. Using panel data of 4608 Indian manufacturing firms from 2001 to 2018, we examine the effects of servicification of manufacturing firms on their decision to participate in GVCs. The study examines the overall service inputs in manufacturing activities and its impact on GVC activities of firms. The results indicate that servicification of manufacturing tends to have a positive impact on GVC activities of firms. We also observe positive impact on Indian small and medium enterprises (SMEs) to participate in the GVC through the servicification of manufacturing. Further, the results also indicate the differential impact of servicification between high- and low-technology industries.     

Does global value chain engagement improve firms' wages: Evidence from China

Better understanding of the effect of the global value chain (GVC) on wages is a key issue for determining welfare gains from engagement in international integration. We study whether and how China's engagement in the GVC enhances firms' wage by using firm‐level and customs transaction‐level data covering the period 2000–06 with the methods of propensity score matching (PSM), difference in differences (DID) and generalised propensity score (GPS). The empirical results show that first, GVC engagement can improve firms' wage. Second, the improvement effect is more prominent in capital‐intensive and foreign‐invested enterprises. Third, the degree of embedment in the GVC shows a U‐shaped relationship with wages (the marginal improvement changes from decreasing to increasing). Finally, by analysing the mechanism, we find that participation in the GVC ultimately improves the overall wage level of enterprises through the productivity effect and the reallocation effect of labour demand.     

Industrial policy in the era of global value chains: Towards a developmentalist framework drawing on the industrialisation experiences of South Korea and Taiwan

In this paper, I present a framework for GVC-oriented industrial policy that merges the so-called GVC perspective and the so-called developmentalist perspective—the latter of which is a perspective that industrial policy is most often analysed through, but has been somewhat neglected by the GVC perspective. I argue that the GVC perspective too quickly dismisses the relevance of industrial policy in the East Asian development experience, particularly those in South Korea and Taiwan between roughly 1960 and 1990. By drawing on the industrialisation experiences of these two countries, my framework for industrial policy suggests that the GVC perspective's ideas for industrial policy would be strengthened by more clearly acknowledging the continued importance of three observations by the developmentalist perspective: (a) the need for governments in developing countries to bargain with foreign investors for the purpose of domestic industrialisation; (b) policy design should not only focus on increasing exports, but also focus on replacing some imports with domestic production; and (c) linking up to the value chains of transnational corporations based in high-income countries can bring about some benefits, but ultimately, successful industrialisation necessitates a degree of competing with transnational corporations. State-owned enterprises have historically played an important role in this respect.     

中国与金砖国家贸易利益与分工研究——基于2000-2014年贸易数据的分析

基于总贸易核算法和WIOD数据,本文从增加值贸易视角考察中国与其他金砖国家的贸易利益与全球价值链(GVC)分工地位,并通过垂直专业化结构讨论了贸易利益与分工地位存在的关系。研究表明:2000-2014年中国对金砖国家出口中的贸易利益占比和GVC分工地位均呈现出“V”型的变化趋势,中国主要处于GVC分工的下游环节,在与其他金砖国家贸易中处于相对不利的贸易利益分配地位;中国处于较低GVC分工地位的原因在于通过“加工贸易”模式参与GVC分工,主要以劳动密集型制造业为典型,导致中国的贸易获利能力相对较弱;俄罗斯和巴西的贸易获利能力有所加强,并处于相对较高的分工地位,印度的贸易获利能力和分工地位均有所下降。因此,与金砖国家贸易合作对中国在GVC分工体系下提升贸易获利能力和分工地位产生了积极作用。     

需求因素与全球价值链形成——兼论发展中国家的“结构封锁型”障碍与突破

从需求因素视角入手,探析全球价值链的形成机制以及相关国家竞争力的来源,是在全球化背景下,认清发达国家与发展中国家之间的全球价值链分工体系以及俘获型"结构封锁"价值链治理关系形成的关键所在。通过对发达国家与发展中国家在不同层次需求市场的控制能力和本土企业自主创新能力的交互作用机制分析,本文解析了由于对需求控制能力的不同所导致的四种国家发展模式,并以四国(地区)为例深入探析了发达国家对发展中国家俘获型"结构封锁"关系的形成机制及其主要手段。在此基础上指出中国本土企业如何利用本土市场需求结构空间的转换与逐步高度化,突破发达国家俘获型"结构封锁型"价值链治理关系"陷阱"的策略选择。