全球价值链治理与地方产业网络升级研究——以上海浦东集成电路产业网络为例

study of Global Value Chain Governance and Local Industrial Network Upgrading——Case of Pudong Integrated Circuit Industrial Network

在全球化背景下,以地方产业网络为发展模式的区域经济,其竞争力的提升需要在全球价值链中与区域外的经济行为主体积极互动,并实现升级。在这种研究视角下,本文首先界定了价值链治理的概念,然后从理论上阐述了全球价值链治理的主要类型,以及价值链治理对地方产业网络升级的影响。并在调研的基础上,以嵌入生产者驱动型价值链的浦东集成电路(以下简称IC)地方产业网络作为研究的对象,分析了全球IDM公司的治理行为对浦东IC地方产业网络升级的影响。在此基础上笔者提出,价值链治理者——全球领先公司,对地方产业网络升级的推动或阻挡,决定于地方产业网络的升级行为是否侵犯了其核心竞争力,而不是决定于地方产业网络升级的“类型”。这一结论是对国际研究的补充和修正。

With the development of globalization,local industrial networks characterized by geographical agglomeration of economic activities are being embedded in global value chain. Therefore the global linkages are more and more important to local industrial network upgrading. At first the paper define the conception of value chain governance and its' types. Then analyzes the influences of global linkages in local industrial network upgrading by focusing on governance of global value chain. Based on that,the paper makes a case study on Pudong Integrated Circuit(IC) local industrial network and inquires into the great influences in upgrading of Pudong IC network of the leading companies in global value chain. At last,the paper draw a conclusion,which is not completely agree with those in similar researches in some other developing countries. The paper argues that promotion or hindrance to upgrading of local industrial networks of leading corporations as the governor of global value chain is determined by whether upgrading of local industrial networks injures their key competitiveness,but not by the types of upgrading. Hopefully,this will be a modification to some findings in the international academic circles in this field.