区域价值链合作视角下GMS制造业价值链演进机理与升级路径研究

中国制造业受到低劳动力成本国家在全球价值链（Global Value Chain，GVC）低端的挤压与发达国家制造业回流在高端的挤压。急需与GMS（Greater Mekong Subregion）国家合作，主导区域价值链，向GVC高端攀升。.本项目在区域价值链合作视角下，分析构建GMS次区域制造业价值链的基础，从演化经济学动态视角，分别从微观企业实地调研数据分析GMS制造业价值链升级能力影响因素，中观层面基于经济租理论分析GMS价值链升级影响因素，宏观层面揭示GMS制造业价值链升级中的技术与制度匹配情况。同时，从时间和空间两大维度揭示GMS制造业价值链演进机理，以达到技术与制度“时空耦合”的最佳协同演化目标，提出政策建议获得最适合的价值链升级路径。项目将在价值链的研究方法和视角方面实现创新，其成果的应用对于深化GMS区域制造业合作，实现中国制造业向全球价值链高端攀升的目标意义重大。

China's manufacturing industry has been squeezed by low labor cost countries at the low-end of Global Value Chain (GVC) and developed countries at the high-end of GVC by manufacturring reflux. It is urgent to cooperate with Greater Mekong Subregion (GMS) countries to lead the Regional Value Chain(RVC) and climb to the high end of GVC..In this project, from the perspective of RVC cooperation, by analyzing the foundation of GMS manufacturing industry value chain. From the dynamic perspective of evolutionary economics, at the micro level, the influencing factors of GMS manufacturing value chain upgrading ability are analyzed from the field survey data of micro enterprises; at the meso level, the influencing factors of GMS manufacturing value chain upgrading are analyzed based on the economic rent theory; at the macro level, it is revealed for GMS that the matching of technology and institution in the upgrading of manufacturing industry value chain. At the same time, the project will reveal the evolution mechanism of GMS manufacturing industry value chain from two dimensions of time and space. As the goal of achieving the best collaborative evolution of technology and institution "spatio-temporal coupling", policy recommendations should be put forward to achieving the most suitable path of value chain upgrading. The project will achieve innovation in the research methods and research perspective. The application of its achievements is of great significance to deepen GMS regional manufacturing industry cooperation and achieve the goal of China's manufacturing industry climbing to the high end of the global value chain.