全球价值链重构与日本产业界的应对

The Reconstruction of Global Value Chain and Japanese Industrial Circles’response

日本产业界认为,全球价值链重构既有数字经济、绿色经济等时代发展的要求,也有美国为保持本国优势人为制造的“脱钩”行为。日本企业今后布局全球价值链的目标将从注重效率转变为优先考虑地缘政治风险。日本产业界指出,美国联合盟友针对中国实施的是“局部和有选择的脱钩”,而非“全面脱钩”;美联合盟友制华具有防止“渔翁得利”等多重目的,日本政府不应盲目追随美国,要确保本国的自主性。日本产业界建议政府实现“两个平衡”,即“中美之间的平衡”和“经济安全与经济活动之间的平衡”,并提出建立“中立的供应链”“双重供应链”等具体应对措施。

The Japanese industrial circles believe that the reconstruction of global value chain not only meets the demands of the development of the digital economy,green economy and others,but also includes American“decoupling”actions that are aimed at maintaining its own advantages.The goal of Japanese companies in the deployment of global value chain in the future will shift from focusing on efficiency to prioritizing geopolitical risks.The Japanese industrial circles point out that the U.S.,with the assistance of its allies,seeks for a“partial and selective decoupling”,rather than a“comprehensive decoupling”,with China,which have multiple purposes such as preventing a third party from benefiting from the situation.The Japanese government should not blindly follow American lead but should ensure the independence of its own.The Japanese industrial circles suggest that the government achieve“two balances”,namely the balance between China and the U.S.and the balance between economic security and economic activities.They also propose the establishment of a“neutral supply chain”and“dual supply chain”as well as other specific measures.