供应链参与规模对中国区域经济发展的影响——兼论中国的主场全球化

Supply Chain Participation Scale on China’s Regional Economic Development——Also on Home-market Globalization

全球供应链体系“拔河博弈”已成为国家产业链供应链竞争的主要特征。如何利用主场全球化思维、应对全球经济格局演变、成为中国双循环新发展格局构建的重要基础,也是第五轮产业转移背景下社会各界关切的热点话题。本文基于中国参与全球性生产从客场全球化走向主场全球化的定性分析,探究供应链参与规模对中国区域经济发展的影响效应。研究表明:中国依赖外商投资企业参与全球供应链贸易的客场全球化红利渐失,主场全球化优势开始显现;公路交通基础设施密度、信息通讯基础设施密度和信息化服务水平的高低对区域经济发展具有显著影响,且对中国参与全球供应链具有一定的调节作用;重大事件冲击对中国的全球供应链参与规模具有显著影响,从而加速了中国向基于内需的主场全球化模式转变。

The "tug of war game" of global supply chain system has become the main character of industrial chain and supply chain competition. In this context, how does China respond to the evolution of the global economic pattern with the homemarket thinking has been an important basis for the construction of dual circulations′ development paradigm and also become a hot topic under the background of the fifth round of industrial transfer. This paper explores the impact of supply chain participation scale on China′s regional economic development based on the qualitative analysis of China′s participation in global production from away-market globalization to home-market globalization. It shows that China′s away-market globalization dividends received from relying on foreign investment enterprises to participate in global supply chain trade gradually lost, and China′s home-market globalization advantage began to appear. The density of highway transportation infrastructure, the density of information communication infrastructure and the level of information service have significant influence on regional economic development, and they all have a certain moderating effect on China′s participation in global supply chain. Major event shocks have a significant effect on China′s participation in global supply chain, and accelerate the process of China′s shift to a home-market globalization paradigm based on domestic demand.