全球价值链重构:趋势、动力及中国应对

Global Value Chain Restructuring:Trends,Driving Forces and China’s Response Strategies

全球价值链在经历了过去三十年的快速扩张后转向停滞与收缩,区域化属性日益增强,无形资产作用愈加凸显,全球价值链发展模式分层与利益分配固化成为新特征。原本推动全球价值链分工演进的技术进步、经济特征、政策环境等主要驱动因素都发生了逆转,新冠疫情全球大流行更加速推动全球价值链的重构。为把握全球价值链重构的机遇与主动权,我国应统筹发展和安全,打造自主可控、安全高效的产业链、供应链;融通生产与消费,塑造参与国际合作竞争的新优势;联动“引进来”与“走出去”,以“一带一路”为重要抓手,形成更加紧密稳定的全球经济循环体系,方能更好适应新阶段发展需要,在深度融入全球分工体系中实现高质量发展。

After a rapid expansion over the past three decades,global value chains become stagnated and contracted.With an ever-increasing characteristic of regionalization and more and more prominent role of intangible assets,global value chains show new features of stratification of global value chain development model and the solidification of benefit distribution.The main driving factors such as technological progress,economic characteristics and trade policies of various countries that originally promoted the evolution of the division of labor in the global value chain have all reversed,combined with the global COVID-19 pandemic that has further accelerated the reconstruction of the global value chain.In order to seize the opportunity and initiative of the reconstruction of the global value chain,China should coordinate between security and development,and create an independent,controllable,safe and efficient industrial chain and supply chain;integrate production and consumption,and create new advantages for participating in international cooperation and competition;jointly work with“coming in”and“going out”strategy with the“Belt and Road”as an important starting point to form a more closely connected and stable global economic cycle system.Only then can China better adapt to the development needs of the new stage,and achieve high-quality development while deeply integrating into the global division of labor system.