生产网络发展对价值链分工的影响研究——基于装备制造业的测度与分析

摘要/Abstract

摘要： 随着生产分割模式的不断加强，世界贸易格局随之改变，为越来越多的发展中经济体嵌入全球生产网络提供了契机。本文借助社会网络分析方法，利用OECD编制的世界投入产出表，在测算各国（地区）装备制造业节点中心度等指标的基础上，考察生产网络发展对价值链分工的影响及作用机制。研究结果表明：（1）装备制造业嵌入出口网络的程度越高，越有利于价值链分工地位攀升；而进口网络恰好相反。由于出口网络的正效应遮掩了进口网络的负效应，生产网络的节点中心度依然具有正向提升作用。（2）装备制造业嵌入生产网络对价值链分工地位的影响在时间和行业层面具有显著的异质性。（3）政府控制力与研发创新是装备制造业嵌入生产网络提升价值链分工地位的重要渠道。（4）生产网络对价值链分工地位的影响具有非线性特征，表现为嵌入深度与多样性的交互效应、进出口网络互动效应、马太效应及挤出效应。研究结论能够为中国装备制造业在嵌入全球生产网络的过程中有效优化关系结构布局，实现价值链分工地位攀升提供参考依据。

关键词: 全球生产网络, 全球价值链分工, 社会网络分析, 装备制造业

Abstract: The continuous refinement of production segmentation has transformed global trade patterns, offering new opportunities for developing economies to integrate into global production networks and elevate their positions in the value chain. This study applies social network analysis to explore the effects of production network development on value chain positioning and the underlying mechanisms, using node centrality metrics for the equipment manufacturing industry and the OECD’s world input-output table. The findings reveal that greater embeddedness of the equipment manufacturing industry in export networks promotes upward mobility in the value chain, while import network involvement has the opposite effect. However, the positive influence of export networks outweighs the negative impact of import networks, resulting in a net positive effect of production network centrality. The impact of production network integration on value chain status varies across industries and time periods. Mechanism tests highlight the critical roles of government regulation and R&D innovation in enabling the equipment manufacturing industry to enhance its value chain status. Furthermore, the influence of production networks on value chain positioning is non-linear, shaped by factors such as the interaction between depth and diversity of embedding, import and export networks, the Matthew effect, and crowding-out effects. This analysis underscores the complexity of production network dynamics and their transformative potential for value chain advancement.

Key words: global production networks, value chain division of labor, social network analysis, equipment manufacturing industry

梁经伟, 程钰元, 文淑惠. 生产网络发展对价值链分工的影响研究——基于装备制造业的测度与分析[J]. 管理评论, 2025, 37(10): 36-49.

Liang Jingwei, Cheng Yuyuan, Wen Shuhui. Research on the Impact of Production Network Development on the Status of Global Value Chains—Measurement and Analysis Based on the Equipment Manufacturing Industry[J]. Management Review, 2025, 37(10): 36-49.

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