全球产业链重塑背景下的产业外迁

Industry Outward Transfer against the Background of Global Industry Chain Reconstruction

本文分析2018年中美经贸摩擦以来驱动中国产业外迁的经济和非经济两大原因。总体上,中国经济较成功地应对了经济因素驱动的产业外迁,实现和巩固了在全球生产网络中的地位;在中美博奔背景下,非经济因素对产业外迁产生较大压力。同时也要看到,以下两方面因素有助于巩固中国的产业链:一是外资企业在中国有更高的收益率,外迁机会成本较高;二是中国市场规模快速上升,在华外资企业的业务重心也从外销转向了内销。多年来的实践表明,对于中国而言,最重要的仍是踏实做好自己的事。只要把中国经济增长的空间充分释放出来,中国的企业家精神仍有进发的时刻。

This paper analyzes the economic and non-economic factors that have driven China's industry outward transfer since the China-US friction in 2018.On the whole,China's economy has successfully responded to the industrial transfer driven by economic factors,and realized and consolidated its position in the global production network;against the background of China-US friction,non-economic factors exert great pressure on industry outward transfer.At the same time,it should also be noted that the following two factors are helpful to consolidate China's industrial chain:first,foreign-funded enterprises have a higher rate of return in China,and the opportunity cost of industry outward transfer is higher,second,the scale of the Chinese market has risen rapidly,and the business focus of foreign-funded enterprises in China has also shifted from export to domestic sales.Practice over the years has shown that for China,the most important thing is stll to do its own thing in a down-to-earth manner.As long as the potential for China's economic growth is fully released,China's entrepreneurial spirit will still burst.