技术创新与中国汽车价值链结构

Technological Innovation and the Structure of Automobile Value Chain in China

参与全球价值链是发展中国家实现产业升级的重要方式,价值链的行业特征和参与国的国家特征是决定产业升级效果的主要因素。当前以新能源和智能驾驶为特征的技术创新正在改变汽车产品的技术特征和生产组织特征,中国汽车市场的强劲增势和本土新能源汽车企业的蓬勃发展也在不断提高中国供应商的能力。本文分析表明上述行业和国家特征的变化正在影响中国汽车价值链结构,为中国汽车产业升级带来机遇和挑战。

Participation in global value chains is an important way for developing countries to achieve industrial upgrading. The technical characteristics of the industry and the national characteristics of developing countries are the main factors determining the effect of industrial upgrading. Current technological innovations characterized by new energy and smart driving are changing the technical characteristics of automotive products. The strong growth of China's automobile market and the vigorous development of local new energy automobile firms are also constantly improving the capabilities of Chinese suppliers. The analysis in this paper shows that the changes in industries and national characteristics are affecting the structure of China's automobile value chain, bringing opportunities and challenges to the upgrading of China's automobile industry.