从全球价值链转向全球创新链:新常态下中国产业发展新动力

From Global Value Chain to Global Innovation Chain:Engine of Industrial Development in New Normal

在基于全球价值链的制造业增长模式下,中国产业发展动力衰减。进入新常态的过渡时期,中国必须从加入全球价值链转向嵌入全球创新链。这种转型的实质性内容,就是要主动参与新的国际分工和产业重构、培育新的比较优势,重塑产业发展的新动力。1具体包括两方面的战略转换:一是要依托于传统制造业的转型升级和高技术产业的发展,推进以现代服务业开放化发展为核心的经济全球化;二是要在全球价值链的基础上,通过扩大内需战略的实施,逐步转向嵌入全球创新链,实现要素驱动和投资驱动向创新驱动轨道的发展。中国企业在主动嵌入全球创新链的过程中,可以得到更多的全球智慧和资源为我所用,可以解决创新动力不足和资源短缺问题。战略转换的具体形式是推进单纯的出口导向型经济转向开放化的创新驱动型经济,这对政府经济工作的重点、抓手、突破口提出了新的挑战和要求,也必将带来现代服务业的迅速发展。

This article reveals the reasons for the decline of growth engine of China＇s industries. In the period of new normal, China should switch from joining GVC into participating GIC. The essence of this transformation is the active participation in global division and industry reconstruction. To cultivate comparative advantage and reshape the growth of engine, two main elements of this strategy are as follows： First, by means of transformation and upgrading of traditional manufacturing industry, China can promote economic globalization with the opening-up of modern service industry as core. Second, by expansion of domestic demand, China can gradually join into GIC and enter into innovation-driven stage. During the process, more global wisdom and resource can be utilized, therefore, problem of shortage of resource and innovation momentum can be solved. The specific path of the strategy is to switch from a pure export-oriented economy to an open and innovation-driven economy, which will put forward new requirements to government＇s economic work and bring growth of modern service industry.