外生冲击与代工产业升级:自东部地区观察

External Impact and Upgrading of Subcontracting Industry:Observation from Eastern Region of China

东部地区产业困境的根本原因在于出口导向型代工产业模式自身缺陷——严重依附于跨国公司和国际大买家的生产者驱动和购买者驱动,所以,金融危机只不过是一个"放大器"。出口导向型代工产业由于内在升级动力无法有效建立,造成产业内源性升级进展缓慢,但金融危机的爆发却在客观上为出口导向型代工产业外源性升级提供了契机。后危机时代东部地区产业升级的关键在于:一是进行技术破坏,把产业链转化为具有促进产业升级功能的学习链和创新链,在产业链环节上摆脱对生产者的发包"喂给"依附;二是进行市场重组,开发内需市场和细分市场,在产品需求终端上摆脱对购买者的订单"喂给"依附。

Subcontract-driven industry of east China has been pushed in unprecedented predicament. In this paper, it is thought that root cause of present predicament is the defect of the export-oriented subcontract industry itself, which is leeched on producers-driven and buyers-driven mode dominated by TNCs and international big buyers. Current Financial Crisis just acts as a magnifier. Endogenous upgrading of export-oriented subcontract industry evolves very slowly as a result of lacking of internal upgrading motion, however, erupting of-Financial Crisis offers a turning point for exogenous upgrading. The key points for industry upgrading of east China district lie in two aspects： one is technology disruption, turn the value chain into learning chain and innovation chain to get rid of dependence on contract award; the other is market disruption, explore domestic market and segment market to get rid of dependence on international big buyers.