统计研究

本文通过建立反映数字贸易依托部门的国际投入产出表，将数字化分工、传统分工以及融合分工价值链纳入到统一的生产分解模型，直观地测算出全球数字价值链增加值。研究发现：全球数字价值链增加值呈现稳定上升趋势，占全球价值链的比重显著提高，全球数字价值链分工格局具有典型的聚集效应和阶梯分布特征，中、美、德等国家在全球数字价值链中获利能力较强，高技术制造业部门是全球数字分工中增加值最为集中的部门；最终需求变化是驱动全球数字价值链增加值演变的重要因素，但在产业影响层面差异较大；全球数字价值链在一定程度上缓冲了新冠疫情对全球分工体系的冲击，起到了全球分工体系调整“稳定器”的作用。本文的研究为研判全球数字价值链分配格局，分析数字经济下全球分工新格局趋势提供重要的参考。

This paper presents an international input-output model with supporting sectors of digital trade to estimate the value added of global digital value chains. The proposed method incorporates digital division of labor, traditional division of labor, and integrated division of labor into a unified production decomposition model to directly account the value added. The study finds that the value added of the global digital value chain shows a stable upward trend, and its share in the GVC increases significantly. The division of labor has a typical aggregation effect and ladder distribution, countries such as China, the U.S.and Germany have stronger profitability in the global digital value chain. The high-tech manufacturing is the sector with the highest concentration of value added. Changes in final demand are important factors driving the evolution of value added, but with large differences in terms of industrial impact. Global digital value chains have buffered the impact of Covid-19 on the global division of labor system to a certain extent as a stabilizer of the system adjustment. This research provides an important reference for analyzing the allocation of the added value in digital GVC and analyzing the trend of the new pattern of global division of labor in the digital economy.