中美贸易摩擦对中日产业链重构的影响研究

Research on the Impact of Sino-US Trade Friction on the Reconstruction of Sino-Japanese Industrial Chain

在中美贸易摩擦和新冠肺炎疫情的双重冲击下,全球产业链进入了重构的新阶段。在此背景下,中日产业链陷入了短链萎缩化、多元化以及脱钩和分化的不利局面,中日产业链重构面临着更大风险,加剧中日关键零部件和技术领域的竞争。然而,中国适时提出的“双循环”新格局及RCEP的生效优化了中日产业链合作的内外部环境,助推中日产业链数字化、去碳化,从而进一步促使中日实现产业优化升级、加深产业链深度融合。中日两国应主动适应国际格局的演变,构建政府和企业“双轮驱动”的数字产业链合作体系,加强第三方市场产业链和创新链深度融合,提升区域价值链水平,尽快摆脱中国产业链“低端锁定”的困境,从而有效破解中美贸易摩擦难题。

Under the impact of Sino-US trade friction and the COVID pandemic,the global industrial chains have entered into a new stage of reconstruction.In this context,the Sino-Japanese industrial chains have fallen into unfavorable situations such as shrinkage,diversification,decoupling and differentiation which make the reconstruction of the Sino-Japanese industrial chains face greater risks and intensify the competition in key components and technology fields.However,the new pattern of“dual circulation”proposed by China and the implementation of RCEP have optimized the internal and external environment,which will boost the digitization and decarbonization of Sino-Japanese industrial chain,further promote Sino-Japanese industrial optimization,and deepen integration of the industrial chain.China and Japan should take the initiative to adapt to the evolution of the international landscape,build a digital industrial chain cooperation system driven by the“two-wheel drive”between the government and enterprises,promote the deep integration of the industrial chain and innovation chain in the third-party market,improve the level of the regional value chain,and get rid of the dilemma of“low-end lock”of the industrial chain as soon as possible,so as to effectively solve the Sino-US trade friction puzzles.