摘要美国是中国主要贸易伙伴之一，其中稀土贸易规模不断增加，在全球产业链高度相连的当下，中美稀土产业的良性互动至关重要。本文选取 2000-2018年中美稀土双边贸易数据，首先运用 S 指数和 Thom & Dowell 细分法来测算及判定产业内贸易水平和结构，结果表示中美稀土产业内贸易程度高且属水平型。其次选取 S 指数、汇率、投资自由度和规模经济这 4 个变量构建 VAR 模型。结果表明中美稀土产业内贸易具有自我稳健促进作用，美元兑人民币汇率对其有长期效应，在 3-4 年后投资自由对产业内贸易水平提高的效用达到最大，规模经济总体影响较小。最后提出建议：加大对稀土高端材料的研发投入、建设结构合理及和谐共生的稀土企业体系等。关键词:中美产业内贸易;稀土;S 指数;VAR 模型AbstractAmerican is one of China's major trading partners, and the scale of rare earth trade is augmenting. At a time when the global industrial chain is highly connected, the benign interaction between the two countries' rare earth industries is crucial.Based on the data of Sino-US bilateral rare earth trade from 2000 to 2018, this paper first uses the S index method to measure the level of Sino-US rare earth intra-industry trade and uses Thom-Dowell vertical and horizontal marginal intra-industry trade index to determine the type of intra-industry trade. The products testified that the overall level of rare earth intra-industry trade between China and America is relatively high, which is part of HIIT.Secondly, select S index,exchange rate, investment freedom and economies of scale to build VAR model. It turns out that the intra-industry trade of rare earths has a self-steady promoting effect, and the exchange rate of US dollar against RMB has a long-term effect on it. After 3-4 years, free investment has the greatest effect on the improvement of intra-industry trade, while the overall impact of economies of scale is relatively small. Finally, offer...
