摘要
自工业革命以来,全球范围内经历多次大规模的国际产业转移,相关理论研究不断深化,为分析当前产业链转移提供重要框架。然而,在新国际环境下,经典理论的解释力面临挑战。当前,全球价值链正处于深度重构的关键期,地缘政治因素的渗透对全球产业链布局产生深远影响,中国成为第四轮产业转移的主要承接国和第五轮产业转移的核心参与者,中国制造业外迁的相关问题备受关注。东北亚地区作为全球经济格局中的重要板块,在新一轮产业转移中呈现新的趋向。区域间,东北亚与东南亚的产业链融合度显著提升,中国与东盟以及墨西哥的产业链关联不断增强。区域内,中日、中韩之间的产业链关联度较高,中国既是日韩增加值的重要输出地,也是其增加值的主要吸收地;俄蒙对中国产业链依赖度较高,但与日韩产业链关联相对较弱。深化东北亚地区的产业链合作对于维护区域经济稳定与推动区域经济发展具有重要意义。
Since the Industrial Revolution,there have been multiple large-scale international industrial transfers worldwide,and theoretical research on industrial transfers has also emerged and continuously evolved.At present,the global value chain is in a critical period of deep restructuring,and geopolitical factors are increasingly having a profound impact on the layout of the global industrial chain.The security and resilience of industrial chains have become the focus of attention for major economies around the world,and how to ensure the stability of industrial chains in complex and changing environments is a key issue.Meanwhile,as the main recipient of the fourth international industrial transfer and the core participant of the fifth international industrial transfer,the phenomenon,trend and path of the relocation of Chinese manufacturing industry have also become a topic of common concern in academia and industry.International industrial transfer is not only a geographical change in industrial layout,but also the result of multiple factors such as technological innovation,factor costs and policy orientation working together.As an important sector in the global economic landscape,Northeast Asia is showing new trends in the new round of industrial transfer.The integration of regional industrial chains between Northeast Asia and Southeast Asia is stronger,while the industrial chain connections between China and ASEAN,as well as China and Mexico,have significantly increased.Meanwhile,China and Japan,as well as China and ROK,have a high degree of industrial chain linkage.China is not only an important exporter of added value,but also a major recipient of added value exported by Japan and ROK.Russia and Mongolia have a high dependence on China's industrial chain.The industrial chain cooperation in Northeast Asia is of great significance for maintaining regional economic stability and development.
出处
《东北亚学刊》
2025年第3期28-52,145,共26页
Journal of Northeast Asia Studies
基金
国家社会科学基金青年项目“制造业产业链转移的测度与路径优化研究”(24CGJ051)
国家社会科学基金一般项目“碳解锁效率的统计测度与优化路径研究”(23BTJ035)。
关键词
产业链
国际产业转移
比较优势
地缘政治
产业外迁
industrial chain
international industrial transfer
comparative advantage
geopolitics
relocation of industries
作者简介
李清如,中国社会科学院大学国际政治经济学院教授,中国社会科学院日本研究所研究员(北京邮编:100007)。
