暨南学报(哲学社会科学版)

作者：谢申祥, 高新锐

单位：山东财经大学经济学院、山东省习近平新时代中国特色社会主义思想研究中心;高新锐,山东财经大学经济学院。

关键词：数字产业, 产业链整合, 国内中间品, 全球价值链韧性,数字经济

基金：国家社会科学基金项目“数字经济与全球价值链安全问题研究”(22VRC107);国家社会科学基金重点项目“依托我国超大规模市场优势增强国内国际市场资源联动的机制与路径研究”(23AZD034)。

在全球价值链深度调整的时代背景下,数字经济渗透全产业链条,重塑国际贸易分工格局,为兼顾价值链效率与安全提供了可能性。在定义全球价值链韧性的基础上,文章系统考察了数字产业发展对制造业企业全球价值链韧性的作用效果和微观机理。研究发现,数字产业发展显著提高了企业全球价值链韧性,在考虑相关稳健性因素后,其主要结论依然成立。机理分析表明,数字产业发展通过推动国内产业链整合和提高国内中间品种类来稳固企业全球价值链分工地位。这种韧性提升效应在不同数字产业发展特征、行业和企业间呈现异质性,数字产业在高产业占比和高集聚水平的发展特征下对全球价值链韧性的促进效果更强,数字产业发展对资本与技术密集型行业和高集中度行业以及民营企业和一般贸易企业影响更为显著。进一步分析表明,实现贸易方式转换、中间品进口替代和信息成本缩减对数字产业发挥韧性提升效果有明显正向调节作用。"/>template{display:none;}.mag-rich-xref-fn { cursor: pointer;}//长视频$(document).ready(function(){if($("#showLongArticleVideo") && $("#showLongArticleVideo").length && $("#showLongArticleVideo").length>0){mag_ajax_update({ele_id:'showLongArticleVideo',url:mag_currentQikanUrl() + "/CN/article/showLongArticleVideo.do?id="+$("#articleId").val()});}});$(document).ready(function(){window.metaData = {"journal":{"issn":"1000-5072","qiKanMingCheng_CN":"暨南学报（哲学社会科学版）","id":2,"qiKanMingCheng_EN":"Jinan Journal"},"fundList_cn":["国家社会科学基金项目“数字经济与全球价值链安全问题研究”(22VRC107);国家社会科学基金重点项目“依托我国超大规模市场优势增强国内国际市场资源联动的机制与路径研究”(23AZD034)。"],"article":{"keywordList_cn":["数字产业"," 产业链整合"," 国内中间品"," 全球价值链韧性","数字经济"],"juan":"46","zhaiyao_cn":"在全球价值链深度调整的时代背景下,数字经济渗透全产业链条,重塑国际贸易分工格局,为兼顾价值链效率与安全提供了可能性。在定义全球价值链韧性的基础上,文章系统考察了数字产业发展对制造业企业全球价值链韧性的作用效果和微观机理。研究发现,数字产业发展显著提高了企业全球价值链韧性,在考虑相关稳健性因素后,其主要结论依然成立。机理分析表明,数字产业发展通过推动国内产业链整合和提高国内中间品种类来稳固企业全球价值链分工地位。这种韧性提升效应在不同数字产业发展特征、行业和企业间呈现异质性,数字产业在高产业占比和高集聚水平的发展特征下对全球价值链韧性的促进效果更强,数字产业发展对资本与技术密集型行业和高集中度行业以及民营企业和一般贸易企业影响更为显著。进一步分析表明,实现贸易方式转换、中间品进口替代和信息成本缩减对数字产业发挥韧性提升效果有明显正向调节作用。","endNoteUrl_en":"https://jnxb.jnu.edu.cn/skb/EN/article/getTxtFile.do?fileType=EndNote&id=7008","reference":"","bibtexUrl_cn":"https://jnxb.jnu.edu.cn/skb/CN/article/getTxtFile.do?fileType=BibTeX&id=7008","abstractUrl_en":"https://jnxb.jnu.edu.cn/skb/EN/10.11778/j.jnxb.20240206","qi":"5","id":7008,"nian":2024,"bianHao":"1723683116928-2008337043","zuoZheEn_L":"XIE Shenxiang, GAO Xinrui","juanUrl_en":"https://jnxb.jnu.edu.cn/skb/EN/Y2024","shouCiFaBuRiQi":"2024-08-15","qiShiYe":"147","qiUrl_cn":"https://jnxb.jnu.edu.cn/skb/CN/Y2024/V46/I5","lanMu_cn":"经济学·高水平对外开放专题","pdfSize":"727","zuoZhe_CN":"谢申祥, 高新锐","risUrl_cn":"https://jnxb.jnu.edu.cn/skb/CN/article/getTxtFile.do?fileType=Ris&id=7008","title_cn":"数字产业与制造业企业全球价值链韧性","doi":"10.11778/j.jnxb.20240206","jieShuYe":"164","keywordList_en":["digital industry","industrial chain integration","domestic intermediate goods","GVC resilience","digital economy"],"endNoteUrl_cn":"https://jnxb.jnu.edu.cn/skb/CN/article/getTxtFile.do?fileType=EndNote&id=7008","zhaiyao_en":"In the era of the general downturn of the world economy, regional conflicts are frequent, trade frictions are intensified, and the vulnerability of the global value chain (GVC) is fully exposed. With the in-depth development of the value chain trade model, the digital economy penetrates the whole industrial chain, reshapes the pattern of international trade division, and provides the possibility to ensure the efficiency and security of the value chain simultaneously. China's digital industry has developed rapidly and has made outstanding contributions in the world. It is bound to become a focus for China to maintain its hard-won position in the GVC and cope with the impact of complex international trade. However, few studies analyze the development of digital industry and the resilience of GVC in the same framework, and the transmission mechanism needs to be explored.Using the China Industrial Enterprise Database, China Customs Import and Export Database, and regional data, this paper calculates the resilience of Chinese enterprises in the GVC and systematically examines the effect and micro-mechanism of the development of the digital industry on the GVC resilience of manufacturing enterprises. The results show that the development of digital industry significantly improves the resilience of the GVC of enterprises. After alleviating the endogeneity problem and replacing the variable measurement method and regression model, the conclusion remains robust. Mechanism analysis shows that the development of digital industry stabilizes the division in the GVC by promoting the integration of the domestic industrial chain and increasing the types of domestic intermediate goods. The resilience enhancement effect is heterogeneous among the digital industry characteristics, industries, and enterprises. The digital industry has a stronger promoting effect on the resilience of the GVC under the development characteristics of high industrial proportion and high agglomeration level. The development of digital industry has a more significant impact on capital- and technology-intensive industries versus high-concentration industries, as well as private enterprises and general trade enterprises. Further analysis shows that the realization of trade mode transformation, intermediate goods import substitution, and information cost reduction have an apparent positive moderating effect on the resilience improvement result of the digital industry. Compared with previous literature, the main marginal contributions of this paper lies in the following aspects. On the one hand, it verifies the important role of developing the digital industry in stabilizing the international competitive position and expands literature on the influencing factors of GVC status and resilience. On the other hand, this paper uses detailed micro-level data to conduct heterogeneity investigation at the regional, industrial and enterprise levels, and explores specific transmission paths and moderating methods, providing micro evidence for realizing the stability of the value chain position.This paper has implications for coping with the turbulent international environment based on the digital economy. It is helpful for policy-making departments to introduce guiding measures, fully stimulate the vitality of economic entities, promote the digital transformation of industrial structure, and strengthen the effective influence of the domestic intermediate product market and domestic industrial chain. Using the advantages of the digital industry, it contributes Chinese experience to the realization of GVC adversity catch-up.","bibtexUrl_en":"https://jnxb.jnu.edu.cn/skb/EN/article/getTxtFile.do?fileType=BibTeX&id=7008","abstractUrl_cn":"https://jnxb.jnu.edu.cn/skb/CN/10.11778/j.jnxb.20240206","zuoZheCn_L":"谢申祥, 高新锐","juanUrl_cn":"https://jnxb.jnu.edu.cn/skb/CN/Y2024","lanMu_en":"","qiUrl_en":"https://jnxb.jnu.edu.cn/skb/EN/Y2024/V46/I5","zuoZhe_EN":"XIE Shenxiang, GAO Xinrui","risUrl_en":"https://jnxb.jnu.edu.cn/skb/EN/article/getTxtFile.do?fileType=Ris&id=7008","title_en":"Digital Industry and Global Value Chain Resilience of Manufacturing Enterprises","hasPdf":"true"},"authorNotes_cn":["谢申祥,山东财经大学经济学院、山东省习近平新时代中国特色社会主义思想研究中心;高新锐,山东财经大学经济学院。"]};if(window.metaData && (!window.metaData.authorNotesCommon_cn && !window.metaData.authorNotesCorresp_cn && window.metaData.authorNotes_cn)){window.metaData.authorNotesCommon_cn = window.metaData.authorNotes_cn;}if(window.metaData && (!window.metaData.authorNotesCommon_en && !window.metaData.authorNotesCorresp_en && window.metaData.authorNotes_en)){window.metaData.authorNotesCommon_en = window.metaData.authorNotes_en;}var _nlmdtdXml = $("#article_nlmdtdXml").val();var magDir = _nlmdtdXml.replace(/\/[^\/]+$/,'');window.metaData.magDir = magDir;new mag_vue({ el: '#metaVue', //dataUrl: mag_currentQikanUrl() + '/EN/article/getRichHtmlJson.do?articleId='+$("#articleId").val(), data:window.metaData, loading:true, doTextFun:function(text){ return doDataJsonText(text); }, doAfterFun:function(selector,jsonData){doMagVueAfter(selector,jsonData);}});var pars = {attachType:'PDF',id:$("#articleId").val(),json:true};jQuery.post($("#mag-common-contextPath").val()+"/CN/article/showArticleFile.do?" + new Date().getTime(), pars, function(data){var json=null;if(data.match(/^\[json\].*/g)){json=eval("("+data.replace(/^\[json\]/g,"")+")");}if(json && json.status == 1){//有权限}else{//无权限$("#no-access-div").show();}});mag_ajax({url:mag_currentQikanUrl() + '/CN/article/getRichHtmlJson.do',data:{articleId:$("#articleId").val(),token:'cd9577d4631540a6804266659b6adba0',referer:document.referrer},dataType:"json",async:"false",success:function(json){if(json.richHtmlJson && json.richHtmlJson.article){if(json.trans){var _nlmdtdXmlCN = $("#article_nlmdtdXmlCN").val();var magDirCN = _nlmdtdXmlCN.replace(/\/[^\/]+$/,'');json.richHtmlJson.magDir=magDirCN;}else{json.richHtmlJson.magDir=magDir;}new mag_vue({ el: '#bodyVue', data:json.richHtmlJson, doTextFun:function(text){ return doDataJsonText(text); }, doAfterFun:function(selector,jsonData){doMagVueAfter(selector,jsonData);}});}}});//altmetricif($.trim($("#article_doi").val())!=''){$.ajax({url:'https://api.altmetric.com/v1/doi/'+$.trim($("#article_doi").val())+'?callback=altmetric_callback',//url:'https://api.altmetric.com/v1/doi/10.1007/s13238-016-0264-7?callback=altmetric_callback',dataType:'jsonp'});}mag_rich_menu(jQuery);$(function(){ $('#autoMenu').autoMenu();})$("#autoMenu").niceScroll({cursorcolor: "#ccc", //滚动条的颜色cursoropacitymax: 0, //滚动条的透明度，从0-1 touchbehavior: false, //使光标拖动滚动像在台式电脑触摸设备 true滚动条拖动不可用 cursorwidth: "6px", //滚动条的宽度 单位默认px cursorborder: "0", // 游标边框css定义 cursorborderradius: "3px", //滚动条两头的圆角 autohidemode: true, //是否隐藏滚动条 true的时候默认不显示滚动条，当鼠标经过的时候显示滚动条 zindex: "auto", //给滚动条设置z-index值 railvalign:'defaul',railpadding: {top: 0,right: -6,left: 0,bottom: 0}, //滚动条的位置});window.autoMenuFlag=true;$("#relatedArticles").niceScroll({cursorcolor: "#ccc", //滚动条的颜色cursoropacitymax: 0, //滚动条的透明度，从0-1 touchbehavior: false, //使光标拖动滚动像在台式电脑触摸设备 true滚动条拖动不可用 cursorwidth: "6px", //滚动条的宽度 单位默认px cursorborder: "0", // 游标边框css定义 cursorborderradius: "3px", //滚动条两头的圆角 autohidemode: true, //是否隐藏滚动条 true的时候默认不显示滚动条，当鼠标经过的时候显示滚动条 zindex: "auto", //给滚动条设置z-index值 railvalign:'defaul',railpadding: {top: 0,right: -6,left: 0,bottom: 0}, //滚动条的位置});//公式序号 居右jQuery(".mag-xml-disp-formula").each(function() {var _this = jQuery(this);var _label= _this.children("label");if(typeof(_label.html())!="undefined"){_this.children("label").remove();_this.wrap("");_this.parent().parent().append(""+_label.html()+"");}});$('body').click(function(){$('.daochu_div').hide();$('.qipao').hide();})$('.qipao').click(function(event){event.stopPropagation();})/*参考文献显示隐藏*/$('.biaotijiantoush1').click(function(event){if($(this).attr('class')=='glyphicon glyphicon-triangle-top biaotijiantoush biaotijiantoush1'){$(this).parents('.mag_main_zhengwen_left_div_ckwx_table_benwenyiny').next('.mag_main_zhengwen_left_div_ckwx_table_ckwx_xiangqing').stop().slideUp();$(this).attr('class','glyphicon glyphicon-triangle-bottom biaotijiantoush biaotijiantoush1');}else if($(this).attr('class')=='glyphicon glyphicon-triangle-bottom biaotijiantoush biaotijiantoush1'){$(this).parents('.mag_main_zhengwen_left_div_ckwx_table_benwenyiny').next('.mag_main_zhengwen_left_div_ckwx_table_ckwx_xiangqing').stop().slideDown();$(this).attr('class','glyphicon glyphicon-triangle-top biaotijiantoush biaotijiantoush1');}event.stopPropagation();});//加载补充材料mag_ajax_update({ele_id:'showArticle_suppls',url:mag_currentQikanUrl() + '/CN/article/showArticleSuppls.do',data:{articleId:$("#articleId").val()}});//加载专题mag_ajax_update({ele_id:'showArticle_subjects',url:mag_currentQikanUrl() + '/CN/subject/showSubjectListByArticle.do',data:{articleId:$("#articleId").val(),forwardJsp:'showArticle'}});//渲染公式mag_mathJax();});function altmetric_callback(json){if(json && json.score){if(json.score - parseInt(json.score) > 0){$("#altmetric-score").html(parseInt(json.score)+1);}else{$("#altmetric-score").html(parseInt(json.score));}$(".main_content_center_right_duoweidu_div").css("width","25%");$("#altmetric-a").show();$("#altmetric-a").attr("href",json.details_url);}}function richClickAuthor(name){var searchSQL = "((("+mag_advSearchValReplace(name)+"[Author]) AND 2J[Journal]) AND year[Order])";mag_request({url:mag_currentQikanUrl() + '/CN/searchresult',data:{searchSQL:searchSQL}});}function richClickKeyword(keyword){var searchSQL = "((("+mag_advSearchValReplace(keyword)+"[Keyword]) AND 2J[Journal]) AND year[Order])";mag_request({url:mag_currentQikanUrl() + '/CN/searchresult',data:{searchSQL:searchSQL}});}function mag_share(){$("#bShare_more_a").click();}function loadRelatedArticles(){if($("#showRelatedArticles") && $("#showRelatedArticles").length>0){//加载过了}else{mag_loading();mag_ajax_update({ele_id:'relatedArticles-content',url:mag_currentQikanUrl() + '/CN/article/relatedArticle.do',data:{id:$("#articleId").val(), forwardJsp:'showArticle'},complete:function(){mag_layer_close();}});}}function showMetrics(){mag_window_location(mag_currentQikanUrl() + '/CN/metrics/'+$("#articleId").val());}function piaofuFn(a,fnId){var content=''+$("#mag-rich-fn-"+fnId).html()+'';piaofu(a,content);}function huoqukuanduimg(){//}function doDataJsonText(text){var str = text;//var _nlmdtdXml = $("#article_nlmdtdXml").val();//var magDir = _nlmdtdXml.replace(/\/[^\/]+$/,'');str = str.replace(/";ss += "";var shuomingTitle = "";var shuomingContent = '';if(fig.titleCn && fig.titleCn!=''){shuomingTitle = fig.titleCn;if(fig.titleContentCn && fig.titleContentCn!=''){shuomingContent += fig.titleContentCn;}}if(shuomingTitle==''){if(fig.titleEn && fig.titleEn!=''){shuomingTitle = fig.titleEn;}if(fig.titleContentEn && fig.titleContentEn!=''){shuomingContent += fig.titleContentEn;}}else{if(fig.titleEn && fig.titleEn!=''){shuomingContent += ""+fig.titleEn+"

来源：2024年第5期

《暨南学报(哲学社会科学版)》期刊编辑部

查看暨南学报(哲学社会科学版)杂志2024年第5期