广东电子信息产业的产值和出口在中国同行业中占比最高,也是广东支柱产业,对外经贸做出了巨大贡献。本报告深入探讨广东电子信息产业对外经贸发展问题,获得以下发现:一是自1991年以来,广东电子信息产业产值占全国的30%以上;二是近几年广东电子信息产业出口保持上升态势,其增速明显放慢,反映其可能遇到了障碍;三是广东在电子信息产业出口产品的技术含量和附加值不断提高,在全球价值链上不断向高附加值环节攀升,主要集中在电子元器件、通信设备、办公设备和广播电视设备等部门,而电子计算机没有向高附加值环节攀升的明显证据;四是美国和中国彼此加征关税至少在短期会给广东电子信息产业对外经贸带来严峻的不利冲击;五是广东计算机产业呈现向重庆、四川等西部地区转移的趋势,而广播电视设备和电子仪器设备的生产和出口存在外省向珠三角地区转移的趋势。基于此,本报告从政府和企业两方面给出了提升广东电子信息产业对外经贸发展的政策建议。
The export value of Guangdong electronic information industry has been accounting for the highest proportion in ChinaK’s electronic information industry. This paper deeply discusses the foreign economic and trade development of Guangdong electronic information industry and obtains the following findings:Firstly,Since 1991,the output value of Guangdong electronic information industry has been accounting for over 30% in China’s electronic information industry;Secondly,In recent years,although the export volume of Guangdong electronic information industry still keeps rising,the growth rate obviously slows down,which reflects that Guangdong electronic information industry may encounter bottlenecks or obstacles in foreign trade. At the same time,the technical content and added value of export products are continually improving;Thirdly,In the global value chain of electronic information industry,Guangdong has been keeping to climb to high value-added links,mainly concentrated in electronic components,communication equipment,office equipment and radio-television equipment. While there is no obvious evidence for the rise of electronic computers to high value-added links;Fourthly,U.S. and China impose tariffs on each other,which brings severe adverse impact on foreign trade of Guangdong electronic information industry;Fifthly,The export-oriented computer industry in Guangdong tends to transfer to the western regions of China such as Chongqing and Sichuan,while the production and export of radio-television equipment and electronic instruments tend to transfer from other provinces to the pearl river delta region. At last,the paper gives some policy Suggestions from the government and enterprises perspective to promote the foreign economic and trade development of Guangdong electronic information industry.