上海大学学报(社会科学版) ›› 2025, Vol. 42 ›› Issue (4): 100-112.

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中国城市制造业增加值分解与特征事实

  

  1. 上海大学 经济学院
  • 出版日期:2025-07-15 发布日期:2025-07-21
  • 作者简介:何树全,上海大学经济学院教授、博士生导师。研究方向:国际经贸治理、全球价值链与供应链、数字经济与国际贸易。
    任金鑫,上海大学经济学院博士研究生。研究方向:城市、区域与国际贸易。
  • 基金资助:
    国家社会科学基金重大项目(23ZDA032)

Decomposition and Stylized Facts of Value Added in Chinese Urban Manufacturing

  1. School of Economics, Shanghai University
  • Online:2025-07-15 Published:2025-07-21

摘要:  文章基于中国城市尺度多区域投入产出表(MRZO),通过构建制造业增加值前后向关联的直接流转和经国内价值链(NVC)流转的多路径增加值分解框架,客观分析城市制造业发展的特征事实和制造业出口能力。研究表明:(1)城市制造业增加值前后向关联主要通过NVC实现增加值的供求,NVC在国内城市制造业本地增加值间流转、进口中间品与国内市场间流转发挥了关键作用。(2)直辖市、长三角、珠三角和区域中心城市是中国城市制造业增加值经NVC流转的“中心”节点,沿海城市则是国内外增加值流转的主要城市。(3)制造业增加值流转在全部产业链条中上下游关联作用明显。(4)以增加值出口测算各城市出口额更加反映城市的出口贸易能力,制造业增加值经NVC出口决定了城市制造业增加值出口的客观能力。


关键词: 城市制造业, 增加值分解, 国内价值链, 出口能力

Abstract: Drawing on city-level multi-regional input-output (MRIO) tables for China, a framework is developed to decompose inter-city manufacturing value added through forward and backward linkages, considering both direct transfers and multi-path flows via national value chains (NVCs). The study analyzes the stylized facts of urban manufacturing development and export capacities. The main findings are as follows: (1) Forward and backward linkages of urban manufacturing value added are mainly realized through domestic value chains, which play a critical role in circulating local value added among cities and facilitating flows between imported intermediates and domestic markets. (2) Municipalities, the Yangtze River Delta, the Pearl River Delta, and regional central cities function as central hubs for the transfer of city manufacturing value added via the NVC, while coastal cities serve as key gateways connecting urban manufacturing value added to international markets. (3) Flows of manufacturing value added exhibit clear upstream and downstream linkages across the entire industrial chain. (4) Measuring cities' exports by value added more objectively reflects their export capacities, and manufacturing value added exports via the NVC underpin the true export capability of urban manufacturing.


Key words: urban manufacturing, value added decomposition, NVC, export capability

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