中国汽车产业技术追赶的市场逻辑:代谢增长理论视角

The Market Logic of Technology Catch-up in China's Automotive Industry:A Metabolic Growth Theory Perspective

后发追赶不是一个单纯的技术追赶问题,还需厘清市场逻辑,正确认识政府与市场关系。代谢增长理论不仅强调市场规模对技术发展的作用,还强调科技进步与政府作用共生演化,在技术周期的不同阶段,政府的角色需要转化,改变其介入模式,为技术追赶提供了一个市场逻辑。中国汽车产业技术追赶为其提供了经验例证。从发展历程看,中国汽车产业技术进步是政府推动市场与创新相互促进的过程。从演进逻辑看,中国汽车产业技术进步得益于市场培育、政府根据技术发展阶段的不同特征不断转变角色与介入模式和本土创新体系的建立与完善。因此,汽车产业对中国技术追赶应致力于培育可持续的超大规模市场需求、致力于选择正确的国家介入模式、致力于完善行之有效的创新体系,推动中国汽车产业从技术追赶向技术引领转变。

Late catch-up is not a simple technology catch-up problem,but also needs to clarify the market logic and the correct understanding of the relationship between the government and the market.Metabolic growth theory not only emphasizes the role of market size for technological catch-up,but also emphasizes the symbiotic evolution of technological progress and the role of government,where the role of government needs to transform and change its mode of intervention at different stages of the technological cycle,providing a market logic for technological catch-up.The technological catch-up of China's auto industry provides an empirical example of it.In terms of development history,the technological progress of China's auto industry is a process in which the government promotes the market and innovation mutually;in terms of evolutionary logic,the technological progress of China's auto industry benefits from market cultivation,the government's continuous transformation of its role and intervention mode according to the different characteristics of the technological development stages,and the establishment and improvement of the local innovation system.