【作者】 王丹；

【导师】 刘景章；

【作者基本信息】 暨南大学 ， 国民经济学， 2014， 硕士

【摘要】 随着我国改革开放进程的进一步加深，外国对我国的直接投资规模也在逐年扩大，我国逐步参与到国际分工体系中并在世界经济中扮演着举足轻重的角色。在我国与各国的对外贸易中，我国对韩国的贸易账户连年呈现逆差，此逆差状况不但没有发生改变且呈逐年扩大的趋势。本文认为韩国对我国的直接投资是造成中对韩逆差的重要原因，韩对中的FDI主要集中在制造业的加工装配环节，且在华韩企以独资为主，对生产设备、零部件的采购大部分从母公司进口为主，且其在我国生产的制成品返销回韩国的比率非常低，大部分在本地销售或者出口至欧美等国家，我国对韩“多进少出”的状况因此出现。本文通过介绍韩国在我国直接投资的历程回顾和现状，中韩贸易的发展状况和主要特点，引出中韩贸易不平衡的问题，并就形成中对韩逆差的原因进行了探析，对产业间垂直贸易引起中国对韩国的贸易逆差这一观点提出了质疑，并结合现阶段两国的投资和贸易新特点对中韩逆差形成的原因进行了说明，着重指出韩在华FDI是导致中韩贸易不平衡的重要原因。接着通过运用实证检验以及建立模型得出，在长期，韩在华FDI对中韩进出口贸易有促进作用，且对进口的促进作用大于出口，韩在华FDI一定程度上拉动了我国对韩国的贸易逆差；在短期，中对韩进出口的偏离向长期均衡调整的速率很快，而贸易差额的调整速率相对较慢。最后分别对我国和韩国提出相关政策建议，指出中韩双方应正视这一逆差的存在，并在更高层次的贸易合作上做出相应的努力。更多还原

【Abstract】 With the further development of China’s reform and opening, China’s trade with othercountries is becoming more closely, foreign direct investment to China is even expanding everyyear. In its international trade with other countries, China shows a large amount of deficit to itsneighbor South Korea, the deficit does not change but has a trend of expansion. This paperargues that South Korea’s FDI in our country is an important cause of the deficit to Korea, Koreamainly invest in the manufacturing processing and assembly areas, most Korean companies inChina are Korean-owned enterprises, their production equipment, spare parts are mostlyimported from the parent companies, and the finished products are rarely sold back to SouthKorea, most of them are sold in China and being exported to Europe and other countries whichleads deficit in our trade account to occur.This paper describes the development process and nowadays situation of Korean investmentin our country, as well as the development and features of bilateral trade.Further introduces thestatus of the trade imbalance between China and Korea, questioning the traditional understandingthat vertical division of labor between industries cause the trade deficit of China to Korea andanalyzing the possible reasons by combining the new characteristics of trade in this stage. Itpoints out that FDI is an important cause of the trade imbalance. By setting models and usingempirical tests analyzes, it points out that Korean FDI enlarges import and export scale and tradeimbalance gap in long run,however, in short run,the deviation of the Korean import and exportadjustments to long-run equilibrium fast, while the deviation of the imbalance gap slowlyadjustments to long-run equilibrium.It finally proposes relevant policy recommendations for bothcountries, noting that both countries should treat this deficit properly and make the no efforts torealize trade cooperation at a higher level.更多还原