【作者】 张婷；

【导师】 童汇慧；

【作者基本信息】 浙江工商大学 ， 国际商务硕士（专业学位）， 2023， 硕士

【摘要】 随着国际贸易的不断深化,企业在全球价值链中的地位越来越受各国重视。微观企业是国民经济的重要构成之一,也是提升一国贸易竞争力的驱动力量,然而种种因素制约着中国制造业企业出口国内附加值率的提升,对全球价值链地位产生了影响。近年来有关建设国内大市场的建议一直反复被提及,源起于中国经济转型时期的国内市场分割也逐渐受到学界重视,各项研究表明国内市场分割会对微观企业的生产经营活动产生重要影响。本文为了研究现存国内市场分割与制造业企业出口国内附加值率之间的关系,从理论和实证两个方面探讨了其影响机制和影响方向。本文在梳理国内外相关文献之后,在研究整体市场的基础上,又将市场具体分为商品市场、劳动力市场和资本品市场,提出了不同类型的市场分割与制造业企业出口国内附加值率之间均呈倒U型关系的研究假说。利用相对价格法和《中国统计年鉴》中的价格数据测算了中国各市场的分割指数,利用微观层面的计算方法和中国工业企业数据库和海关贸易数据库测算了制造业企业出口国内附加值率,实证检验了二者之间的关系,并计算了不同类型的市场分割与制造业企业出口国内附加值率之间倒U型关系的由正转负的转折点。在基准回归后进行了内生性检验、稳健性检验、影响渠道检验和异质性分析,验证了本文的研究假说。本文研究发现:(1)国内市场分割与制造业企业出口国内附加值率之间呈倒U型关系。当市场分割程度较低时,促进了制造业企业出口国内附加值率的提升;当市场分割程度超过一定限度时反而降低了制造业企业出口国内附加值率。这种关系在整体市场、商品市场、劳动力市场和资本品市场方面均成立。(2)成本效应和竞争效应是国内市场分割对制造业企业出口国内附加值率的影响的两个作用机制。(3)从异质性角度来看,不同所有制类型下,倒U型关系在民营企业和外资企业类型下显著,且民营企业和外资企业下转折点均左移;不同贸易方式下,倒U型关系在一般贸易和混合贸易企业类型下显著,且一般贸易和混合贸易下转折点分别向左和向右移动;不同地区下,倒U型关系在东部地区企业类型下显著,且转折点右移。基于全文的分析,本文提出了以下建议:(1)推动国内市场改革,包括调整官员考核体系、加快政府职能改变和优化人才筛选机制等,为双循环新格局奠定基础。(2)增强基础设施建设,包括构建更为便捷的城市交通网和全国综合交通枢纽体系,为打破地区壁垒赋能。(3)以内循环引导内需驱动出口模式,推进国内市场整合,同时利用好国际合作,提升中国在全球价值链中的地位。更多还原

【Abstract】 With the deepening of international trade,the position of enterprises in the global value chain has been paid more and more attention by various countries.Micro enterprises are one of the important components of the national economy and a driving force in enhancing a country’s trade competitiveness,yet various factors have constrained the domestic value-added rate of Chinese manufacturing enterprises’ exports,which has an impact on their global value chain status.In recent years,the proposal of building a large domestic market has been repeatedly mentioned,and the domestic market segmentation,which originated during China’s economic transition,has gradually received attention from academics.In this paper,we investigate the relationship between the existing domestic market segmentation and the domestic value-added rate of manufacturing firms’ exports,and explore the mechanism and direction of its influence from both theoretical and empirical perspectives.After combing the relevant domestic and foreign literature,this paper,on the basis of studying the overall market,specifically divides the market into commodity market,labor market and capital goods market,and proposes the research hypothesis that the relationship between different types of market segmentation and the domestic value-added rate of manufacturing enterprises’ exports is inverted U-shaped.The relative price method and the price data in the China Statistical Yearbook are used to measure the segmentation index of each market in China,and the domestic value-added rate of manufacturing enterprises’ exports is measured by using the micro-level calculation method and the database of Chinese industrial enterprises and customs database,and the relationship between the two is empirically tested,and the positive to negative turning point of the inverted U-shaped relationship between the segmentation of each market and the domestic value-added rate of manufacturing enterprises’ exports is calculated.Turning point.The endogeneity test,robustness test,influence channel test and heterogeneity analysis were conducted after the benchmark regression to verify the research hypothesis of this paper.This paper finds that(1)there is an inverted U-shaped relationship between domestic market segmentation and domestic value-added rate of manufacturing firms’ exports.When the degree of market segmentation is low,it promotes the increase of domestic value-added rate of manufacturing enterprises’ exports;when the degree of market segmentation exceeds a certain limit,it decreases the domestic value-added rate of manufacturing enterprises’ exports.This relationship holds for the overall market,commodity market,labor market and capital goods market.(2)Cost effect and competition effect are the two mechanisms of the impact of domestic market segmentation on the domestic value-added rate of manufacturing firms’ exports.(3)From the perspective of heterogeneity,the inverted Ushaped relationship is significant under different ownership types,and the turning point shifts to the left under both private and foreign enterprises;under different trade modes,the inverted U-shaped relationship is significant under general trade and mixed trade enterprise types,and the turning points shift to the left and right under general trade and mixed trade respectively;under different regions,the inverted U-shaped relationship is significant under eastern The inverted U-shaped relationship is significant in the eastern part of the country and the turning point is shifted to the right.Based on the full analysis,this paper makes the following recommendations:(1)Promote domestic market reform to lay the foundation for a new dual-cycle pattern.(2)Enhance infrastructure construction to empower the breaking of regional barriers.(3)Guiding the domestic demand-driven export model in the internal cycle to enhance China’s position in the global value chain.更多还原