全球产业链重塑的新动向

New Trends of Global Industrial Chain Reconstruction

中美地缘关系紧张、新冠肺炎疫情全球蔓延加大了贸易壁垒、地缘政治风险和离岸生产的风险,推动全球价值链加速向低成本中心转移、向发达国家回流以及向消费市场分散,且发达国家对高技术环节的控制力度加大。这些动向加大了中国参与全球产业链的成本和风险,提高了中国通过全球产业链整合实现产业升级的壁垒。因此中国不仅需要采取供应链安全对策;还需不断改善国内生产的软硬环境,推进高质量对外开放,持续增强中国制造的竞争力;同时确立新形势下发展先进制造业的战略和机制。

The Sino-US geopolitical tension and the global spread of COVID-19 have increased the risks of trade barriers,geopolitical conflicts and offshore production,which pushes the global value chain to quickly transfer to low-cost centers,return to developed countries or disperse to the consumer market and causes the developed countries to intensify control over high-tech links.These trends have increased the costs and risks of China's participation in the global industrial chain and tightened the barriers for China to realize industrial upgrading through integration of the global industrial chain.Therefore,China not only needs to take measures to ensure supply chain security,but also needs to constantly improve the soft and hard environment of domestic production,promote high-quality opening to the outside world,and continuously enhance the competitiveness of"Made in China".At the same time,it needs to establish a strategy and mechanism for developing the advanced manufacturing industry under the new situation.