代工制造、金融危机与东部地区产业升级

Subcontracting,Financial Crisis and Industry Upgrading of East China District

金融危机引发国际市场需求锐减,将东部地区以代工制造为主导的产业置于前所未有的困境之中。本文认为,其根本原因在于出口导向型代工产业自身的固有缺陷,即严重依附于跨国公司和国际采购商的生产者驱动和购买者驱动,金融危机只是一个"放大器"。出口导向型代工产业由于内在升级动力机制无法有效建立,造成产业内源性升级缓慢,但金融危机却在客观上为产业外源性升级提供了契机。金融危机背景下东部地区产业升级的方向在于:一是沿着产业链的上游进行技术破坏,从代工供给终端摆脱对生产者驱动的依附;二是沿着产业链的下游进行市场破坏,从代工需求终端摆脱对购买者驱动的依附。

Due to erupting of Financial Crisis, international market demanding has been experiencing a sharp cutoff,which striking the subcontract-driven industry of east China heavily. In this paper,it is thought the root cause of present predicament is defect of export-oriented subcontract industry itself,which is leeched on producers-driven and buyers-driven mode dominated by TNCs and international big buyers. Financial Crisis here just acts as a magni- fier. Endogenous upgrading of export-oriented subcontract industry evolves very slowly as a result of lacking of internal upgrading motivation; however, erupting of Financial Crisis offers a turning point for exogenous upgrading. Direction for industry upgrading of east China district lies in technique destructing for getting rid of dependence on contract award, and market destructing for get rid of dependence on international big buyers.