疫情背景下日本供应链的重塑及前景分析

The Remodeling of Japan’s Supply Chain and Its Prospects

新冠肺炎疫情冲击了全球本已脆弱的政治经济格局。后疫情时代,全球供应链网络重塑已成定局。与此同时,新冠肺炎疫情凸显了中日经济合作必要性,也带来了更多的不确定性和复杂性因素。中日两国长期产业分工合作形成的供应链体系面临威胁,正在遭受来自新冠肺炎疫情、中美战略博弈以及技术民族主义等因素的多重冲击。面对中美战略竞争与经济科技竞争,日本考虑重组供应链网络,提升供应链弹性及推动核心产业的本土回迁与多元分散供应。后疫情时代,日本将对华采取"有限合作型"的供应链合作模式,在数字与绿色产业等重点领域推动建立"自主可控、安全可靠"的供应链体系,加强与"共享价值观国家"的供应链合作。对此,中国应从建立现代化供应链体系、提升核心技术研发实力、推动制造业提质升级、强化区域融合发展等层面入手,应对日本的供应链政策调整。

The epidemic has impacted the already fragile political and economic structure of the world.In the post-epidemic era,the reshaping of the global supply chain network is a foregone conclusion.At the same time,the epidemic has highlighted the necessity of economic cooperation between China and Japan,and has also brought more uncertainty and complexity.The supply chain system formed by the long-term industrial division of labor between China and Japan is facing threats and is suffering from multiple impacts from factors such as the epidemic,China-US strategic games,and technological nationalism.Faced with the strategic game between China and the United States and the consideration of economic and technological competition,Japan will consider reorganizing its supply chain network,improving supply chain flexibility,and promoting the local relocation and diversified supply of core industries.In the post-epidemic era,Japan will adopt a"limited cooperation"supply chain cooperation model with China,promote the establishment of an"independent,controllable,safe and reliable"supply chain system in key areas such as digital and green industries,and strengthen supply chain cooperation with"countries sharing values".In this regard,China should start with the establishment of a modern supply chain system,enhance core technology research and development capabilities,promote the quality and upgrade of manufacturing,and regional integration development to respond to the adjustment of Japanese supply chain policies.