全球价值链前向嵌入与制造业出口隐含碳排放——兼论数字服务贸易自由化的调节效应

Global Value Chains forward Embedding and Manufacturing Carbon Emissions Embodied in Exports:On the Moderating Eff ect of Digital Service Trade Liberalization

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摘要全球价值链分工对贸易隐含碳排放的影响受到学界广泛关注。本文实证检验全球价值链前向嵌入影响出口隐含碳排放的理论机制,进一步分析数字服务贸易自由化的调节效应。研究发现:全球价值链前向嵌入、简单嵌入对出口隐含碳排放的影响呈倒U型,而复杂嵌入具有显著的抑制效应;发达国家与欧洲价值链网络区域全球价值链前向嵌入对出口隐含碳排放的影响呈倒U型,而发展中国家、北美价值链和亚洲价值链网络区域全球价值链前向嵌入具有显著的抑制效应;相对于高技术行业,全球价值链前向嵌入与低技术行业出口隐含碳排放的倒U型关系更为显著。调节效应表明:数字服务贸易自由化提前了全球价值链前向嵌入与出口隐含碳排放倒U型曲线的拐点,该效应在发达国家、欧洲价值链网络区域以及低技术行业中更加明显;数字服务贸易自由化增强了发展中国家、亚洲价值链网络区域以及复杂嵌入的出口减排效应。本文结论对全球价值链视角下中国经济绿色低碳发展具有重要启示。 The impact of global value chains(GVC)division of labor on carbon emissions embodied in trade has received extensive attention from academics.The paper empirically tests the theoretical mechanism of forward GVC embedding affecting carbon emissions embodied in exports,and further analyzes the moderating effect of digital service trade liberalization.The findings indicate that the impact of forward GVC embedding on carbon emissions embodied in exports is in an inverted U-shape;simple embedding has an inverted U-shape relationship with carbon emissions embodied in exports,while complex embedding has a significant inhibitory effect;the forward embedding of GVCs in developed countries and the European value chain network has an inverted U-shape effect on carbon emissions embodied in exports,while forward GVC embedding in developing countries,North American value chains and the Asian value chain network has a significant dampening effect;compared with high-technology industries,the inverted U-shaped relationship between forward GVC embedding and carbon emissions embodied in exports is more significant.The mechanism test shows that digital service trade liberalization advances the inflection point of the inverted U-shaped curve between forward GVC embedding and carbon emissions embodied in exports,and the effect is more pronounced in developed countries,European value chain network regions and low-tech industries.It enhances the export reduction effect in developing countries,Asian value chain network regions and complex embedding.

作者周宏伟刘曙光 ZHOU Hongwei;LIU Shuguang

机构地区南开大学中国海洋大学

出处《国际商务研究》北大核心 2025年第1期1-17,共17页 International Business Research

基金国家社会科学基金重大项目“新时代中国特色社会主义思想指引下的海洋强国建设方略研究”(项目编号:18VSJ067)。

关键词全球价值链出口隐含碳排放倒U型数字服务贸易自由化调节效应 global value chains carbon emissions embodied in exports inverted U-shape digital service trade liberalization moderation effect

分类号 F062.9 [经济管理—政治经济学] F062.2 [经济管理—政治经济学]