上游垄断与制造业出口的比较优势——基于全球价值链视角的经验证据

发布时间：2018-05-01 00:37

本文选题：上游垄断 + 比较优势　；参考：《财贸经济》2017年08期

【摘要】：本文考察了上游垄断对制造业出口比较优势的影响,理论分析表明上游垄断会通过中间品价格和生产率渠道降低制造业行业出口的比较优势。在此基础上,本文采用中国工业企业数据库、《中国科技统计年鉴》和WIOD数据库的合并数据,以增加值视角测算的行业RCA指数、TC指数和MI指数作为行业出口比较优势的代理变量,实证检验了上游垄断对制造业行业出口比较优势的影响。实证结果表明,上游垄断程度的提高会显著降低制造业行业出口的比较优势;在控制了影响比较优势的其他因素和变量的内生性以及测算误差后,实证结论依然稳健。上游垄断会通过中间品价格和生产率渠道影响行业出口的比较优势。此外,政府补贴会加剧上游垄断的负向影响,而下游行业竞争程度的提高会抑制上游垄断对制造业行业出口比较优势的负向影响。因此,推动上游行业的市场化改革、打破上游市场垄断,对于中国构建外贸竞争新优势和供给侧改革具有重要的政策含义。
[Abstract]:This paper investigates the influence of upstream monopoly on the comparative advantage of manufacturing export. The theoretical analysis shows that upstream monopoly can reduce the comparative advantage of manufacturing industry through intermediate price and productivity channel. On this basis, this paper uses the combined data of China Industrial Enterprise Database, China Science and Technology Statistics Yearbook and WIOD database, and calculates the industry RCA index TC index and MI index from the perspective of added value as proxy variables of comparative advantage of industry export. The effect of upstream monopoly on the export comparative advantage of manufacturing industry is tested empirically. The empirical results show that the increase of upstream monopoly will significantly reduce the comparative advantage of manufacturing industry exports, and after controlling the endogenous factors and variables affecting comparative advantage and measuring errors, the empirical results are still robust. Upstream monopolies influence the comparative advantage of industry exports through intermediate price and productivity channels. In addition, government subsidies will aggravate the negative impact of upstream monopoly, while the increase of competition in downstream industries will restrain the negative impact of upstream monopoly on the comparative advantage of manufacturing industry. Therefore, to promote the market reform of upstream industry and break the monopoly of upstream market have important policy implications for China to construct new competitive advantage of foreign trade and supply-side reform.
【作者单位】：南开大学经济学院;对外经济贸易大学中国WTO研究院;
【基金】：国家自然科学基金“金融市场开放与本土制造业的出口价值链升级:来自中国的微观证据”(71503048);国家自然科学基金面上项目“国际贸易投资规则重构影响中国出口价值链升级:机制、效应及其路径研究”(71673083) 对外经济贸易大学中央高校基本科研业务费专项资金资助(CXTD8-02)
【分类号】：F424;F752.62

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