关键词: 装备制造业, 垂直专业化, 产业升级困境, VAR模型, The equipment manufacturing industry, Vertical specialization, Industrial upgrading dilemma, VAR model

Abstract: Abstract: Dominating the global value chain by the developed countries not only carries the global division of knowledge and value system, but also determines the pattern of interest distribution under vertical specialization. By establishing the game model and VAR model to analyzing and testing China's equipment manufacturing industrial upgrading dilemma under vertical specialization, we see that the blockade of developed countries’ multinationals to China's equipment manufacturing enterprises’ knowledge and technology is normal, the equipment manufacturing industry vertical specialization don't achieve the goal of China's equipment manufacturing enterprises upgrading. Instead, it will be lost in developed countries’ capture of product value chain, and that will stem the pace of industrial upgrading. Therefore, domestic equipment manufacturing enterprises should fully absorb knowledge and technology spillover achievement from the developed countries, and improve independent research ability and build open innovation network as the breakthrough, get rid of low-end locking state, set up GVC, in order to achieve industrial upgrading. Key words: the equipment manufacturing industry; vertical specialization; industrial upgrading dilemma; game analysis; VAR model