供应链外向链接与内向链接的战略考量

External and Internal Linkages in Global Supply Chains

在地缘政治紧张的背景下,文章探讨了供应链的外向链接与内向链接。“外链”追求分工效率的同时存在中断风险,“内链”侧重产业安全的同时存在机会成本,两者的相机抉择成为了大国产业发展的现实难题。文章引入“度”的概念,强调在供应链韧性的维度上分析分工深度与安全水平之间的关系。在此基础上,文章进一步指出,“外链”和“内链”的战略调整不应是简单的非此即彼和方向性调整,而是通过外部风险的分散和内部分工的扩大,在保持效率与加强安全之间寻求韧性的平衡。为此,文章认为外部供需的多元化和内部要素的增加将是战略考量的关键。

Amid geopolitical tensions,this article explores the external and internal linkages in supply chains."External linkages"aim for efficiency through division of labor but carry the risk of disruption,while"internal linkages"focus on industrial security but come with opportunity costs.The strategic choice between the two presents a practical dilemma for the development of major industries.This article introduces the concept of"degree",emphasizing the relationship between the depth of division of labor and the level of security in terms of supply chain resilience.Furthermore,the article argues that strategic adjustments to"external linkages"and"internal linkages"should not be seen as a simple binary or directional shift.Instead,resilience should be sought by balancing efficiency and security through the diversification of external risks and the expansion of internal division of labor.Therefore,the article concludes that diversifying external supply and demand and increasing internal factors will be key strategic considerations.