“双循环”新格局与京津冀高质量协同发展——基于价值链分工和要素流动视角

京津冀地区经历了从竞争、合作到迈向高质量协同发展的过程,在“双循环”新发展格局下,京津冀协同发展面临着新挑战和新目标,亟需实现创新驱动经济转型。本文从价值链分工和要素流动等方面入手,系统梳理了京津冀在“外循环”和“国内大循环”中的价值链地位和辐射能力,以及以“京津冀小循环”为表现的京津冀协同发展现状。结果发现,京津冀在“外循环”中没有形成世界级城市群相对应的技术分工和知识生产能力,处于价值链较低附加值环节;在“国内大循环”中,京津冀占据价值链高附加值环节,并向外输出技术和资本,但吸引和辐射力有限。进一步探究发现,京津冀在“外循环”中相对边缘化的重要原因之一是“京津冀小循环”尚未打通,创新成果难以在城市群内部转化,从而未能实现“创新驱动经济增长新引擎”的城市群定位目标。下一阶段京津冀城市群应以水平知识链、梯度创新链为驱动,构建城市群垂直产业链。具体来说,“内循环”中应着力打造“北京研发—天津高端制造—河北物流服务”协同格局,“外循环”中构建以知识转移和市场突破为核心的“北京创新集聚溢出—河北综合制造—天津研发、航运”分工模式,逐步实现“内循环”反哺“外循环”。

"Dual circulation" and Beijing-Tianjin-Hebei high-quality coordinated development: From the division in the value chain and factor mobility perspective

The Beijing-Tianjin-Hebei (BTH) region has experienced a path from competition and cooperation to high-quality coordinated development. Under the new development pattern of "dual circulation", the coordinated development of the BTH region is facing new challenges and new development goals, and it is urgent for the region to achieve innovation-driven economic transformation. This paper starts from the aspects of division in the value chain, technology and capital element flow, systematically combs the status in value chain and radiation capabilities of the BTH region in the "international circulation" and "national circulation", and coordinated development status of the BTH region expressed by "internal circulation". It was found that the BTH did not form the capacity corresponding to the world-class urban agglomeration in the "international circulation", and occupies the low value-added link of the value chain. In the "national circulation", the BTH has played a role of R&D service center, so it occupies the high value-added link of the value chain. It also exports technology and capital and becomes a highland of domestic innovation and capital, but its attraction and radiation are limited. Further exploration found that the BTH is relatively marginalized in the "international circulation", which is one of the important reasons that they have not been complementary to each other in "internal circulation". Moreover, Tianjin and Hebei are less attractive to Beijing's capital and technology, so Beijing's patents are difficult to transform within the BTH urban agglomeration. Therefore, the BTH region failed to achieve innovation-driven economic growth. In the next stage, the BTH urban agglomeration should be driven by the horizontal knowledge chain and gradient innovation chain to build a vertical industrial chain. Specifically, in the "national circulation", efforts should be made to create a collaborative pattern, that is, Beijing specializes in research and develop, Tianjin specializes in high-end manufacturing, and Hebei specializes in logistics service. "International circulation" builds a model of "Beijing innovation cluster, Hebei integrated manufacturing, Tianjin R&D and shipping" mode, gradually realize the "national circulation" to feed back the "international circulation".