摘要
稀土企业集团整合是提升稀土产业链竞争力和供应链稳定性的重要手段。本文深入剖析了我国稀土企业集团整合赋能产业链延伸的演进历程、理论机制与主要效应,研究结果表明:我国稀土企业集团整合的演进历程可以大致划分为思想萌芽期(1999—2010年)、加速推进期(2011—2014年)、初步形成期(2015—2020年)和深化转型期(2021年至今)四个演进阶段;我国稀土企业集团整合通过提升供应链稳定性、促进资源有效协同、提高技术创新水平等渠道赋能稀土产业链延伸;我国稀土企业集团整合赋能产业链延伸取得了一定积极成效,但资源协同效应和技术创新效应尚未得以充分发挥。基于此,提出国家进一步推动稀土企业集团有序有效开发海外中重稀土资源、切实提升稀土企业集团整合的资源协同效应、发挥稀土企业集团的产业链链主作用、引导两大稀土企业集团与产业链下游龙头企业联合开展技术攻关或并购整合等对策建议。本文研究既有助于全面客观认识我国稀土企业集团整合赋能产业链延伸的历程与效应,也能够为全球稀土供应格局嬗变背景下,国家进一步发挥稀土企业集团整合的作用,增强稀土产业链供应链韧性与安全水平提供决策参考。
The integration of rare earth conglomerates is a crucial means to enhance the competitiveness of the rare earth industry chain and the stability of the supply chain.This study conducts an in-depth analysis of the evolution process,mechanisms,and primary effects of the integration of rare earth conglomerates in empowering the extension of the industry chain.The research findings indicate that the evolution process of the integration of rare earth conglomerates in China can be broadly divided into four stages:the period of idea germination(1999-2010),the period of accelerated advancement(2011-2014),the period of initial formation(2015-2020)and the period of deepening and transformation(2021 to the present).The integration of China’s rare earth conglomerates has empowered the extension of the rare earth industry chain through channels such as enhancing supply chain stability,promoting effective resource coordination,and improving technological innovation levels.The integration of China’s rare earth conglomerates has achieved certain positive results in empowering the extension of the industry chain,but the synergistic effects of resources and technological innovation have not yet been fully realized.Based on this,it is recommended that the government further promote the orderly and effective development of overseas medium-and heavy-rare earth resources by rare earth conglomerates,genuinely enhance the resource synergy effects of the integration of rare earth conglomerates,leverage the role of rare earth conglomerates as leaders in the industry chain,and guide the two major rare earth conglomerates to collaborate with leading enterprises in the downstream of the industry chain on technological breakthroughs or mergers and acquisitions.This study not only helps to comprehensively and objectively understand the process and effects of the integration of China’s rare earth conglomerates in empowering the extension of the industry chain,but also provides decision-making references for the government to further leverage the role of the integration of rare earth conglomerates and enhance the resilience and security of the rare earth industry chain and supply chain in the context of the evolving global rare earth supply landscape.
作者
罗翔
李政
祝爽
LUO Xiang;LI Zheng;ZHU Shuang(Research Center of Mining Development,Jiangxi University of Science and Technology,Ganzhou 341000,China;School of Economics and Management,Jiangxi University of Science and Technology,Ganzhou 341000,China;Institute for High-quality Development of Old Revolutionary Base Aeras in the New Era,Jiangxi University of Science and Technology,Ganzhou 341000,China)
出处
《中国矿业》
北大核心
2025年第6期70-81,共12页
China Mining Magazine
基金
国家社会科学基金青年项目资助(编号:20CGL002)
江西省高校人文社会科学重点研究基地项目资助(编号:JD24034)
江西省社会科学基金项目资助(编号:24ZXDQ50)。
关键词
稀土
稀土企业集团
整合
产业链延伸
供应链
rare earth
rare earth conglomerate
integration
industry chain extension
supply chain
作者简介
第一作者:罗翔(1990-),男,汉族,江西遂川人,博士,副教授,硕士生导师,主要从事产业经济与政策、财务管理与公司金融等方面的研究工作,E-mail:527284539@qq.com。
