基于双循环视角的我国产业链演化特征与关键中间品企业成长被引量：1

Evolutionary Characteristics of China's Industrial Chain and Growth of Key Intermediate Goods Enterprises Based on A“Dual Circulation”Development Pattern

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摘要提升我国产业基础能力的一个重要方面是要实现关键中间品企业的成长,这是突破“卡脖子”技术的关键。我国产业链演化的重要特征是在外循环阶段形成大规模下游加工集成制造产能,并且下游企业正在由简单组装向复杂集成和制造工艺一体化的方向升级,产业政策应当充分重视发挥此类产业的优势,在我国经济内循环为主的阶段将其作为提升我国产业基础能力的重要支撑。对光伏产业链较长时间跨度的跟踪研究表明,在外向型阶段形成了具有国际竞争力的“硅料—硅片—电池—组件”产品加工链条,加工制造型链主企业对关键中间投入品的国产化起到关键作用。本文的政策含义是,在加工集成型产业链中,国产化的顺序是先下游产品、后关键中间品投入品,现阶段要围绕进一步发挥下游龙头企业链主功能,减少上下游企业协调成本,促进产业链关键技术和关键环节的突破。 An important aspect of improving China's industrial basic capacity is to achieve the growth of key intermediate goods enterprises,which is crucial for breaking through“key areas and stranglehold problems”.An important feature of the evolution of China's industrial chain is the formation of large-scale downstream processing and integrated manufacturing capacity in the external circulation.Nowa-daysdownstream enterprises are upgrading from simple assembly to complex integration and manufacturing process integration.Industrial policy should give full play to the advantages of such industries in the internal circulation and take advantage of them as an important support to enhance China's basic industrial capacity.According to the long term tracking research of the photovoltaic industry chain,at the outward-oriented stage,an internationally competitive“silicon-wafer-cell-module”product processing chain has been formed,and the main enterprises of the processing and manufacturing chain play a key role in the localization of key intermediate inputs.The policy implication of this paper is that in the processing integrated industry chain,the order of localization the first is downstream products,then followed by key intermediate inputs.At this stage,we should focus on further giving full play the function of the chain master of the leading downstream enterprises,reducing the coordination cost of upstream and downstream enterprises,and promoting the breakthrough of key technologies and key sectors of the industry chain.

作者陈柳孙瑞东 Liu Chen;Ruidong Sun

机构地区南京大学长江产业经济研究院

出处《产业经济评论（山东）》 2023年第3期1-25,共25页 Review of Industrial Economics

基金国家社科基金重大项目“内需主导型全球价值链视角下构建双循环新发展格局研究”(21ZDA007) 教育部人文社会科学重点研究基地重大项目“统一大市场建设与长三角区域高质量一体化发展研究”(22JJD790033) 国家自然科学基金青年项目“虚拟集聚对城市创新的影响研究:基于认知邻近视角”(72103080)资助

关键词双循环产业链演化中间品企业成长 Dual Circulation Industrial Chain Evolution Intermediate Goods Enterprise Growth

分类号 F426.61 [经济管理—产业经济]

作者简介陈柳,南京大学长江产业经济研究院,地址:江苏省南京市鼓楼区汉口路22号,邮编210093,E mail:chenliu@nju.edu.cn;通讯作者:孙瑞东,南京大学长江产业经济研究院,地址:江苏省南京市鼓楼区汉口路22号,邮编210093,E-mail:sunrd@nju.edu.cn。