“经纬之间，纵横其链”中国价值链系列研究之二：价值链攀升的中国坐标

Group 1: Macro Economic Context - China is transitioning from scale expansion to value transition within the global value chain (GVC) [1] - The GVC position index for China is moving upwards, indicating a shift from downstream processing to upstream intermediate goods supply [2] - From 2000 to 2025, the share of processing trade in exports decreased from 55.2% to 18.8% [6] Group 2: Value Chain Dynamics - China's GVC position index in 2024 is approximately 0.98, aligning closely with developed countries [13] - High-tech manufacturing's value-added share in exports increased from 15% in 2000 to 25% in the first 11 months of 2025 [6] - The "smile curve" indicates that value is increasingly concentrated at the upstream and downstream ends, with midstream manufacturing facing pressure [9] Group 3: Strategic Implications - The ascent in GVC position is crucial for China's high-quality development and industrial upgrading [6] - China aims to enhance its core technology capabilities and integrate manufacturing with high-value services [17] - The GVC position is not solely about being higher but must align with the country's industrial structure [12]