主管单位:中国科学技术协会
主办单位:中国地理学会
承办单位:华东师范大学

World Regional Studies ›› 2022, Vol. 31 ›› Issue (2): 270-279.DOI: 10.3969/j.issn.1004-9479.2022.02.2020722

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Comparative analysis of the international competitiveness of China and India's information industry from the perspective of global value chain

Xiyao GENG1(), Yang HU2,3()   

  1. 1.School of Business and Tourism Management, Yunnan University, Kunming 650500, China
    2.a Faculty of Geography,
    3.b Center for Bay of Bengal Area Studies, Yunnan Normal University, Kunming 650500, China
  • Received:2020-10-13 Revised:2020-11-24 Online:2022-03-15 Published:2022-03-22
  • Contact: Yang HU

全球价值链视角下中国与印度信息产业国际竞争力的比较分析

耿溪谣1(), 胡洋2,3()   

  1. 1.云南大学工商管理与旅游管理学院,昆明 650500
    2.云南师范大学,地理学部,昆明 650500
    3.云南师范大学,孟加拉湾地区研究中心,昆明 650500
  • 通讯作者: 胡洋
  • 作者简介:耿溪谣(1990-),女,博士研究生,主要从事世界经济研究,E-mail:gxy9312@126.com
  • 基金资助:
    国家自然科学基金面上项目(42071197);国家自然科学基金地区项目(41861028);国家自然科学基金青年项目(41801120)

Abstract:

Information industry is an important engine for national economy development, and affects the future prospects of a country. At present, both developed countries and Newly Industrializing Economies (NIES) focus on improving the competitiveness of the information industry. China and India both attach great importance to the information industry, but they take very different strategies and approaches to promote industrial development. Based on the perspective of global value chain (GVC), this paper uses TiVA(Trade in Value Added)data to measure GVC participation degree and GVC position of China and India's information industry, and compares the mechanisms and effects of the integration of information industry into GVCs from the perspective of national industrial policies and location conditions. The study shows that "hardware" manufacturing can significantly improve the international competitiveness of China's information industry, but the "software- priority" policy can't enhance the comprehensive strength of India's information industry, China's policy which give priority to "hardware" and take "software" into consideration is more conducive to high-quality and sustainable development of the information industry. In terms of location conditions, India lacks the basic conditions for the comprehensive development of "hardware" manufacturing, while China creates a broad space for the development of "hardware" manufacturing and "software" services.

Key words: global value chain, trade in value added, information industry, industrial policy, location conditions

摘要:

信息产业是推动国民经济发展的重要引擎,也关乎国家未来的发展前景。目前,无论是发达国家还是新兴工业化经济体,都将提升信息产业竞争力作为关注焦点。中国和印度均高度重视信息产业,但在促进产业发展的策略和模式上截然不同。基于全球价值链的视角,运用附加值贸易数据测算中、印两国信息产业在全球价值链中的参与程度和分工地位,并从国家产业政策和区位条件的角度比较两国信息产业融入全球价值链的机制和效果。研究发现:加强“硬件”制造能显著提升中国信息产业的国际竞争力,而“软件”优先的政策导向并未改善印度信息产业的整体实力,中国优先发展“硬件”并兼顾“软件”的产业政策更有利于信息产业的高质量、可持续发展。从区位条件来看,印度缺乏全面发展“硬件”制造的基础条件,中国则为“硬件”制造和“软件”服务创造了良好的发展空间。

关键词: 全球价值链, 贸易附加值, 信息产业, 产业政策, 区位条件