价值链断裂、新产业生态系统形成与我国企业全球研发  

GVC Reintegrating,New Industrial Ecosystem and R&D Globalizing

作　　者：王海兵[1] 杨蕙馨[2] 吴炜峰[3] 

机构地区：[1]山东大学经济学院,山东济南250100 [2]山东大学管理学院,山东济南250100 [3]山东社会科学院,山东济南250001

出　　处：《经济管理》2014年第6期13-25,共13页Business and Management Journal ( BMJ )

基　　金：国家社会科学基金重大项目"构建现代产业发展新体系研究"(13&ZD019);国家社会科学基金重点项目"国际金融危机后我国产业组织发展的重大问题和对策研究"(12AJY004);教育部创新团队"产业组织与企业成长"(IRT13029)

摘　　要：全球价值链(GVC)分析范式尽管在过去较长一段时期能有效指导我国企业经营与成长实践,但存在一些弊端,不适宜指导我国企业未来的转型升级。新产业生态系统超越了全球价值链理论,能够综合模块化、商业生态系统和产业生态系统等研究优势,更强调消费者体验并以企业群体共生共存为目标,是一种动态自洽的稳定协同演化过程,理应在理论和实践层面给予更多重视。全球研发可以有效推进新产业生态系统形成,是我国企业未来转型升级与发展的关键立足点。It is odd that with the great economic development of China over 3 decades, there hasn＇ t been any significant improvement of the position in global value chain （GVC）. Why do developed countries occupy the high value-added sections in GVC all the time ,while developing countries undertake the low value-added sections？ Gaps between theory and practice in China are discussed in this paper. It is explained that despite being applied in directing development of Chinese enterprises, the paradigm of GVC is no longer appropriate to guide the upgrading ofChinese firms for its disadvantages. First, GVC implies the nature of nomadic rules and predatory intensions of transnational corporations （TNCs） in developed countries and ignores the demands of enterprises in developing countries which might increase the risk of being captured and falling into a miserable growth. Second, GVC underlines the vertical structure of governance and leaves out the complex needs of consumers which might increase the degree of market dislocation. Third, GVC highlights restraint mechanism between TNCs in developed countries and local enterprises in developing countries, and provides no incentive mechanism for endogenous growth which might trap the latter being locked in. Fourth, firms concentrate on applying GVC theory to practice while neglecting changes happening around which might make them either blindly aggressive or excessively conservative. Nowadays, changes of behaviors of consumers, rapid development of internet, continuous evolution of science and technology, popular philosophy of open source and arrival of Big Data era are challenging the influence of GVC. GVC is experiencing the process of reintegration. Instead, new industrial ecosystem deserves more attention both in theory and practice not only because itis a theory of dynamic evolution which synthesizes the advantages of modularization, business ecosystem and industrial ecosystem studies, but also it is a longer and thicker value chain that involves new factors such a

关 键 词：全球价值链 断裂与重整 新产业生态系统 全球研发 

分 类 号：F270[经济管理—企业管理]