贸易环境变化背景下中国制造业参与全球价值链分工--研究前沿综述

近年来,"逆全球化"思潮和贸易保护主义持续抬头,中美贸易摩擦趋于常态化,中国制造业参与全球价值链分工的外部环境已经发生深刻变化,如何应对新挑战成为重大课题,引起国内外学者的浓厚研究兴趣。对该领域的研究前沿进行综述,并对未来研究方向进行展望表明,中国制造业在全球价值链上的赶超与攀升无疑是此轮中美贸易摩擦的"催化剂",虽然中美贸易摩擦不会从根本上改变中国制造业的赶超态势,但其负面影响也在逐步显现。中国依托融入全球价值链分工实现制造业高速增长的基础条件已经发生重大变化,重塑制造业竞争优势、转变制造业贸易方式、推动中间品贸易自由化、利用对外直接投资主动整合资源和加速制造业服务化,是中国制造业应对贸易摩擦和提高分工地位的有效途径。未来研究应更多关注中美贸易摩擦的"典型事件",并基于客观数据分析其影响;从宏观视角向微观视角拓展,系统跟进中美贸易摩擦对中国制造业的现实影响;适应环境变化,关注中国制造业深度嵌入全球创新链的策略。

The Participation in the Global Value Chain of China’s Manufacturing Against the Background of Changing Trade Environment--A Review of Research Frontiers

In recent years,the trend of "reverse globalization" and trade protectionism have continued to rise. Sino-US trade friction will become normalized,which means that the external environment in which China’s manufacturing participates in the global value chain has undergone profound changes. How to respond to new challenges has become a major issue,which has caused strong research interest of scholars at home and abroad. The authors review the research frontiers in this field and look forward to future research directions. Relevant research shows that the overtaking and climbing of China’s manufacturing in the global value chain is undoubtedly the "catalyst" of Sino-US trade friction. Although Sino-US trade friction will not fundamentally change the overtaking situation of Chinese manufacturing,its negative effects are gradually emerging. Significant changes have taken place in the basic conditions for China’s rapid growth in manufacturing by integrating itself into the global value chain. Reshaping the competitive advantage of manufacturing,transforming the manufacturing trade mode,promoting the liberalization of intermediate goods trade,using foreign direct investment to actively integrate resources and accelerating the servitization of manufacturing are effective ways for China’s manufacturing to deal with trade friction and improve its status in the global value chain. At present,there is still much room for further research in this field. First,the future research should focus more on the"typical event"in the trade friction,and the analysis on the impact should be on the basis of objective data;second,the future research should be extended from macro angle to micro angle,and systematically follow the realistic impact of the trade friction on China’s manufacturing industry;and third,it should adapt to the changing environment,and pay more attention to the strategies China’s manufacturing industry should adopt in participating global innovation chain.