Abstract: With the input-output database of WIOD and the large sample micro firms’ merging data, by using GMM two-step system dynamic estimation method, this paper studies how the embeddedness of intra-product specification affects the dual margins of firms’export. The main conclusions are as follows: firstly, the embeddedness has a positive influence on firms’ intensive margins, but no significant influence on extensive margins, which means the embeddedness only improve the total amount of exports but not improve the high-quality of exports; secondly, the influence on dual margins differ among different ownership and trade patterns, the embeddedness stimulates the expansion of intensive margins of processing trade as well as HMT and foreign firms, while it restrains the extensive margins of state-owned or collective firms. The research has practical reference value for the transformation of China's export-oriented development strategy.

摘要： 利用WIOD的宏观投入产出数据以及大样本微观企业合并数据，采用GMM两步系统动态估计方法，本文研究了积极融入产品内国际分工体系对于我国出口企业二元边际的影响，研究发现：第一，总体上来说，融入产品内分工体系显著促进了企业集约边际的增长，但却并没有显著促进扩展边际的增长，说明这种融入促进了企业出口总量的扩张，对企业高端出口能力的形成并没有显著促进作用；第二，融入全球分工体系对企业二元边际的影响，在不同所有制类型和不同贸易方式企业中存在明显差异，其中，融入全球产品内分工体系显著促进了加工贸易企业以及港澳台、外资企业集约边际的扩张，抑制了国有或集体企业的扩展边际的增长。本文的研究对于我国外向型发展战略的转型有着现实的参考意义。