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数字经济影响下全球价值链的重构走向与中国应对    

The Reconstruction Trend of Global Value Chain Under the Influence of Digital Economy and China’s Response

文献类型:期刊文献

中文题名:数字经济影响下全球价值链的重构走向与中国应对

英文题名:The Reconstruction Trend of Global Value Chain Under the Influence of Digital Economy and China’s Response

作者:伦蕊[1];郭宏[2]

第一作者:伦蕊

机构:[1]河南财经政法大学工商管理学院,河南郑州450016;[2]河南财经政法大学东北亚研究中心,河南郑州450016

第一机构:河南财经政法大学工商管理学院

年份:2023

期号:1

起止页码:44-51

中文期刊名:中州学刊

外文期刊名:Academic Journal of Zhongzhou

收录:CSTPCD;;国家哲学社会科学学术期刊数据库;社科基金资助期刊;北大核心:【北大核心2020】;

基金:国家社会科学基金项目“国际生产短链化与中国产业链安全研究”(21BGJ049)。

语种:中文

中文关键词:数字经济;全球价值链;重构;深度延展;短链化

外文关键词:digital economy;global value chain;reconstruction;deepen expansion;shortening of value chains

摘要:数字科技发展对全球价值链的重构具有“双刃剑”作用。数字科技助力更多微观经济主体融入全球价值链,推动全球价值链衍生新节点,化解长价值链条所面临的控制难题,破解成本与风险约束,消弭信息鸿沟,从而推动全球价值链进一步细化分工、深度延展。但数字科技也表现出逆全球化特性,加速制造环节回流发达国家本土,简化工序流程,导致全球价值链表现出短链化、区域化、扁平化等特征。在上述因素的合力作用下,未来全球价值链将表现出以下重构趋势:产业回流引发纵向收缩,区域合作导致横向延展;“数字产业化”推动数字产业价值链延展,“产业数字化”引发传统产业价值链收缩;企业总部在物理空间内集聚,离岸业务在数字空间内扩散;“链主”企业实施的聚焦、进取或权变战略,是推动不同价值链展现出差异化重构走向的微观基础。有鉴于此,中国须适度超前布局数字基建,提升数字产业发展能级,打造数字化链群生态圈层,加快构建以中国为主导、凸显中国数字优势的区域价值链。
The development of digital technology plays a“double-edged sword”role in the reconstruction of global value chain.Digital technology helps more microeconomic entities integrate into global value chains,promote the derivation of new nodes in global value chains,resolve the control problems faced by the long value chain,break the cost and risk constraints,and bridge the information gap,so as to further refine the division of labor and deepen the extension of the global value chain.However,digital technology also shows the characteristics of anti-globalization,speeding up the backflow of manufacturing links to developed countries and simplifying the process flow,resulting in short chain,regional,flat and other characteristics of the global value chain.Under the combined effect of the above factors,the global value chain in the future will show the following restructuring trends.Industrial reflux leads to vertical con?traction,and regional cooperation leads to horizontal extension.“Digital industrialization”promotes the extension of digital industry val?ue chain,while“industrial digitalization”leads to the contraction of traditional industry value chain.Corporate headquarters gather in physical space,and offshore business spreads in digital space.The focus,enterprising or contingency strategy implemented by the“chain owner”enterprises is the micro foundation to promote different value chains to show the trend of travel alienation reconstruction.In view of this,China needs to appropriately advance the layout of digital infrastructure,upgrade the development level of digital indus?try,build digital chain ecological circle,and accelerate the construction of China-led regional value chain that highlights China’s dig?ital advantages.

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