再论我国制造业增加值率下降的原因* ——基于WIOD数据的分析
RETHINKING WHY THE VALUEADDED RATIO OF CHINESE MANUFACTURING INDUSTRY DECLINES ——An Analysis Based on the Data from WIOD

摘要 针对我国制造业在国际横向比较中明显偏低且下降尤为明显的现象，本文从逻辑和经验两方面分析技术、结构、分配因素和产品内分工的影响。通过逻辑分析和来自WIOD的数据比对，本文发现：（1）产品内分工的发展必然带来增加值率的下降；（2）产品内国际分工从最末端的组装环节向我国延伸，是导致我国制造业增加值率偏低且不断下降的主要原因。本文研究结果意味着，我国制造业在内部形成了较强的拉动效应，而对服务业的拉动效应较弱。
Abstract： The valueadded ratio (VAR) of Chinese manufacturing industry is lower and decreasing faster than the other major economies in the world. This paper analyzes the influence of technology, structure, distribution and intraproduct specialization on VAR. Based on logical and empirical analysis, we come to two results. Firstly, the development of intraproduct specialization inevitably leads to the decrease of VAR. Secondly, the extension to China of international intraproduct specialization mainly concentrates in assembly activities. It is the main reason why the VAR of Chinese manufacturing industry is lower and declining faster than the other economies in the world.