贵州财经大学学报

贵州财经大学学报 ›› 2026 ›› Issue (03): 63-74.

• 宏观经济 • 上一篇    

OFDI对中国制造业价值链双重嵌入的影响研究

刘钧霆1, 李若曦1, 陈迁影2   

  1. 1. 辽宁大学, 辽宁 沈阳 110000;
    2. 内蒙古大学, 内蒙古 呼和浩特 010000
  • 收稿日期:2025-03-12 发布日期:2026-03-28
  • 作者简介:刘钧霆(1972—),男,辽宁大连人,经济学博士,辽宁大学金融与贸易学院教授、博士生导师,研究方向为国际贸易与世界经济;李若曦(1995—),女,辽宁葫芦岛人,经济学博士,辽宁大学中国特色反腐败研究中心讲师,研究方向为国际贸易与世界经济;陈迁影(1995—),女,黑龙江泰来人,经济学博士,内蒙古大学经济管理学院讲师,研究方向为区域经济合作。
  • 基金资助:
    辽宁省教育厅高校基础科研项目重点攻关项目 "全球经贸规则重构与中国产业政策研究"(LJ112410140069);国家社会科学基金项目"高标准区域贸易协定提升中国对外贸易安全水平的机制与路径研究"(24XJL001);教育部人文社会科学研究青年项目"国际知识产权壁垒对中国高技术产业供应链安全影响研究"(22YJCGJW007);山东省社会科学规划研究项目"山东自贸试验区对标CPTPP高标准国际经贸规则的现实困境与突破策略研究"(22DGJJ01)。

Research on the Impact of OFDI on the Dual Embeddedness of China’s Manufacturing Value Chain

LIU Junting1, LI Ruoxi1, CHEN Qianying2   

  1. 1. Liaoning University, Shenyang, Liaoning 110000, China;
    2. Inner Mongolia University, Hohhot, Inner Mongolia 010000, China
  • Received:2025-03-12 Published:2026-03-28

摘要： 随着构建全国统一大市场与制造强国战略目标的不断推进,中国亟需通过促进跨国资本流动来提升对全球要素资源的虹吸能力,进而破除制造业国内价值链与全球价值链循环协作的关键堵点,然而目前缺少以对外直接投资促进省际制造业双重价值链嵌入的相关理论分析与实证研究。文章在构建2012年、2015年和2017年嵌入式投入产出表的基础上,测算了省级部门层面价值链双重嵌入指标,进一步实证检验了OFDI对中国制造业价值链双重嵌入的影响。结果表明:第一,OFDI对制造业价值链双重嵌入存在显著的促进作用;第二,异质性检验结果表明,OFDI对制造业价值链前向双重嵌入影响更加显著,中西部地区OFDI对制造业价值链双重嵌入影响更加显著,高技术密集型行业的OFDI对制造业价值链双重嵌入影响更加显著;第三,OFDI主要通过推动技术进步和人力资本水平提升促进制造业价值链双重嵌入;第四,空间拓展性分析发现,其他省份对外直接投资水平的提高和制造业价值链双重嵌入水平的提升均有助于提高本省制造业价值链双重嵌入水平。

关键词: OFDI, 价值链双重嵌入, 制造业, 空间溢出效应

Abstract: With the continuous advancement of building a unified national market and the strategic goal of a strong manufacturing country, China urgently needs to promote cross-border capital flows to enhance the siphoning capacity of global factor resources, thus breaking the key blockage of the manufacturing industry’s NVC and the GVC cycle of collaboration, however, at present there is a lack of OFDI to promote the inter-provincial manufacturing industry dual value chain embedded in the relevant theoretical analysis and empirical research. Based on the construction of embedded input-output tables in 2012, 2015 and 2017, this paper measures the value chain dual embeddedness indicators at the provincial sectoral level, and further empirically examines the impact of China’s OFDI on the dual embeddedness of the manufacturing value chain. The results show that, firstly, there is a significant promotion effect of OFDI on manufacturing value chain dual embeddedness. Secondly, the results of the heterogeneity test show that the impact of OFDI on the forward dual embeddedness of the manufacturing value chain is more significant, the impact of OFDI on the dual embeddedness of the manufacturing value chain is more significant in central and western regions, and the impact of OFDI in high-technology-intensive industries on the dual embeddedness of the manufacturing value chain is more significant. Thirdly, OFDI promotes manufacturing value chain dual embeddedness mainly by promoting technological progress and human capital level enhancement. Fourth, the spatial extensibility analysis found that the increase in the level of OFDI in other provinces and the increase in the level of dual embeddedness in the manufacturing value chain both contribute to the increase in the level of dual embeddedness in the manufacturing value chain in this province.

Key words: OFDI, dual Embeddedness of the value Chain, manufacturing industry, spatial spillover effect

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