Document Type : Research Paper

Authors

Faculty of Economics, Allameh Tabataba’i University, Tehran, Iran.

Abstract

Traditional trade theories and/or “Trade-in-Goods” predict that exports can generate 100% value-added which has recently been debated by Trade-in-Tasks theories. The root of these debates are referred to the existing conventional macro-economic accounting, which is expressed that expenditure components of final goods including gross exports (GE) equals to total value is consumed in each country. It means that a country’s GDP is the sum of its domestic final demand including GE. Generating 100% value added in domestic final demand may hold true but GE due to double counting may not generated 100% value added for the domestic economy. In addition to that domestic value added (DVA) has a nice property with Vertical Specialization (VS) in such a way that the sum of their shares are equal to one and therefore, can measure the degree of VS in trade. In this article, we take this issue as a starting point and for the first time try to analyze it with the following questions: What amount of DVA should be attributed to GE from Iran? What is the relationship between DVA and VS? We apply two methods of Hypothetical Extraction (HEM) and VS. Using the latest Input-Output Tables (IOTs) of 2011 and 2001 in Iran. The overall findings are as follows: One- the share of DVA in GE in 2001 is 95.02%, downs to 93.33% in 2011 and the shares of residual as an overestimation of GE are 4.98% and 6.67% for each year respectively. Second there is an inverse relationship between DVA and VS shares for both years. Third- the considerable large shares of DVA followed by small shares of VS suggest that Iranian economy is at the beginning of production chains with non-symmetric trade pattern.

Keywords

Main Subjects

Article Title [Persian]

برآورد ارزش افزوده داخلی در صادرات ناخالص و ارتباط آن با تخصص گرایی عمودی، مطالعه موردی ایران

Authors [Persian]

  • پریسا مهاجری
  • علی اصغر بانویی

دانشکده اقتصاد، دانشگاه علامه طباطبائی، تهران، ایران.

Abstract [Persian]

نظریه‌های سنتی تجارت و یا نظریه‌های «تجارت در کالا» معتقدند که صادرات می‌تواند 100 درصد ارزش‌افزوده ایجاد کند که اخیراً توسط نظریه‌های «تجارت در کارکرد» مورد بحث قرار گرفته‌اند. این موضوع ریشه در یکی از مباحث اصلی حسابداری اقتصاد کلان مرسوم دارد که بیان می‌کند مخارج انجام شده روی اجزای هزینه نهایی از جمله صادرات ناخالص (GE) دقیقاً معادل با ارزش‌افزوده کل مصرف شده در هر کشوری است. این بدین معناست که GDP کشور با مجموع تقاضای داخلی‌نهایی‌ مشتمل بر GE معادل است. ایجاد 100 درصد ارزش‌افزوده در تقاضای نهایی داخلی ممکن است درست باشد اما به دلیل احتساب مضاعف، امکان ندارد که GE بتواند 100 درصد ارزش‌افزوده ایجاد کند. علاوه بر این، ارزش‌افزوده داخلی (DVA) با تخصص‌گرایی عمودی (VS) مرتبط است به نحوی که مجموع سهم آن‌ها برابر یک است لذا می‌تواند درجه VS را در تجارت اندازه‌گیری کند. در این مقاله، این مسئله به عنوان نقطه شروع در نظر گرفته شده و برای اولین بار تلاش می‌شود تا به سوألات زیر پاسخ داده شود: مقدار DVA موجود در GE ایران چقدر است؟ چه ارتباطی بین DVA و VS وجود دارد. در این مقاله دو رویکرد حذف فرضی (HEM) و VS مورد استفاده قرار می‌گیرند. با استفاده از جداول داده-ستانده سال‌های 2011 و 2001 در ایران، یافته‌های کلی به شرح زیر است: یک- سهم DVA در GE در سال‌ 2001 برابر 02/95% است که به 33/93% در سال 2011 کاهش می‌یابد و مقادیر پسماند که منعکس‌کننده بیش‌برآوردی GE است به ترتیب معادل 98/4% و 67/6% است. دو- رابطه معکوس بین سهم DVA و VS برای هر دو سال وجود دارد. سه- سهم قابل‌توجه DVA و سهم بسیار اندک VS حاکی از آن است که اقتصاد ایران در زنجیره‌های اولیه تولید با الگوی تجارت نامتقارن قرار دارد.

Keywords [Persian]

  • تجارت در کالا- تجارت در کارکرد- روش حذف فرضی- تخصص‌گرایی عمودی
  • جدول داده-ستانده
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