Abstract: With the stagnant expansion of the global value chain (GVC), most countries’ traditional embedding modes have changed dramatically. During such a period, the provinces, especially the inland border provinces in China, have to ameliorate the trading patterns in the regional production network by expanding the scale of opening to the world. The countries in the Lancang-Mekong Basin (LMB) have also enjoyed a rapid growth for the last decade but confronted as the same internal condition and external shocks in GVC as China has done. Thus, they have a strong willingness to cope with Chinese manufacturing industries to reconstruct the embedding mode in GVC.
Due to the geographical discrepancies, there exists a distinct difference in trading mode, development stages and organization mode in manufacturing industries between the eastern coastal provinces and western inland ones in China, and between one country and another one in LMB. Meanwhile, both the western inland provinces in China and the countries in LMB have familiar culture and industrial development stages because of geographical proximity, but the manufacturing industrial linkage between them is still weak. Yunnan province and thecountries in the LMB are geographically adjacent and culturally similar. With decades’ cooperation in various industries, Yunnan province and the LMB countries have accumulated more experience on the joint production mode in manufacturing sectors, for instance, textile, tire and construction. Due to the weak industrial development basis, Yunnan would implement a totally different trading mode to the LMB countries compared with the eastern coastal provinces in China. As a result, the cooperation between Yunnan province and the LMB countries would create a totally different spillover effect to each other.
In order to evaluate the tendency of the industrial cooperation between Yunnan province and the LMB countries, this paper discusses the dynamic status quo of Yunnan province and the LMB countries in the regional production network and their mutual spillover effect. Thus, this paper has built a world input output table (WIOT) which takes Yunnan province and the LMB countries as a distinct independent entity, and allows us to compare their status quo in the framework of GVC. With this table, this paper discusses the dynamic status quo and spillover effect of manufacturing industries in Yunnan province and the LMB countries.
Several results have been found: (1)From 2007 to 2012, the variations of embedded positions between manufacturing industries in Yunnan province and the LMB countries are different. The value-added creation capacity of manufacturing industries in Yunnan province has increased with a decline in the GVC length, while the value-added creation capacity and the GVC length increase simultaneously in the manufacturing industries of the LMB countries. (2)Generally, the industrial structure and development stages of manufacturing industries in Yunnan province are more similar to those in the LMB countries compared to those in the other provinces in China. (3)The industrial structures and development stages between manufacturing industries in Yunnan province and those in the LMB countries are complementary, but the spillover effects in the LMB regional production network are relatively low. To increase the spillover effect between Yunnan province and the LMB countries in the regional production network, we should increase each region’s embedded position in GVC, break the barriers of inter-regional industrial cooperation and enhance the complementary industrial’s cooperation between Yunnan province and the LMB countries. Besides, the manufacturing industries in Yunnan province shall also actively absorb the industrial transfer led by the eastern coastal provinces in China.

Key words: Lancang Mekong Basin, industry upstreamness, downstreamness, spillover effect

摘要： 世界大变局下,中国亟待优化制造业在国内/外的产出布局以适应内部条件和外部环境的变化。同时,澜湄流域国家亦有较大意愿与我国沿边制造业开展合作以提升自身生产效率。云南与澜湄流域国家地理相邻、文化相近,具备较强的产业合作基础和潜力。本文构建出以云南和澜湄流域作为独立主体嵌入的新型投入产出表,在此基础上研究其制造业在2007至2012年间嵌入区域生产网络的动态特征及溢出效应。研究发现:(1)云南制造业嵌入全球价值链长度在缩短,而澜湄流域国家制造业嵌入全球价值链长度稳步地上升。(2)云南制造业的产业结构与澜湄流域国家更相似,而与中国其他地区的相差较大。(3)云南与澜湄流域国家产业互补性强,但溢出效应低。提升区域产业嵌入全球价值链的位置,加强互补型产业的合作不仅有助于我国西部沿边省份与周边国家共同探寻符合自身利益的价值链嵌入路径,也可以为我国推动构建周边命运共同体树立合作典范。

关键词: 澜湄流域, 产业上游度, 产业下游度, 溢出效应