摘要
本文从贸易数字化视角,在构建理论模型的基础上,匹配阿里巴巴诚信通会员开通信息,考察了贸易数字化对制造业企业出口国内附加值率的因果效应及其作用机制。研究结果表明:第一,贸易数字化有助于提升企业出口国内附加值率。第二,贸易数字化通过成本加成效应及中间品相对价格效应作用于企业出口国内附加值率:成本加成机制下,企业通过提升全要素生产率,提高国内附加值率;中间品相对价格机制下,资源配置效率存在不利于国内附加值率提升的假象。资源配置效率可通过提高企业研发创新水平促进国内附加值率提升,有效避免企业受限于“低端嵌入”。第三,贸易数字化倾向于提升劳动密集型、技术密集型、数字化发展水平较高地区企业的出口国内附加值率。
On the basis of theoretical model analysis, this paper investigated the causal effect and mechanism of trade digitization on the enterprise export DVAR by matching the data of Alibaba.It finds that: First, trade digitization can improve the DVAR.Second, trade digitization has an impact on the DVAR through the “cost markup effect” and the “relative price effect”.Under the cost markup, enterprises improve the DVAR by improving total factor productivity;Under the relative price of intermediate products, the resource allocation efficiency has the illusion that it is not conducive to the improvement of DVAR.And further research on the “relative price effect”shows: Trade digitization should improve the DVAR by improving the efficiency of resource allocation and innovation ability the R & D innovation ability, so as to effectively avoid the “low-end embeddedness”.Third, trade digitization tends to improve the DVAR of labor-intensive, technology-intensive enterprises and high digital development level enterprises.
作者
刘会政
张靖祎
方森辉
LIU Huizheng;ZHANG Jingyi;FANG Senhui(School of Economics and Management,Beijing University of Technology,Beijing,100124;Multinational Corporation Research Center of Nankai University,Tianjin,300071)
基金
国家社会科学基金一般项目“全球价值链重构对出口贸易高质量发展的影响机制研究”(21BJL136)。
