可持续投资支持“新基建”重塑中国价值链  

Sustainable Investment Supports “New Infrastructure” to Reshape Value Chain in China

作　　者：郭菊娥[1] 陈辰 邢光远 GUO Jue;CHEN Chen;XING Guangyuan(School of Management,Xi’an Jiaotong University,Xi’an 710049,China;School of Economics and Finance,Xi’an Jiaotong University,Xi’an 710061,China)

机构地区：[1]西安交通大学管理学院,陕西西安710049 [2]西安交通大学经济与金融学院,陕西西安710061

出　　处：《西安交通大学学报（社会科学版）》2021年第2期11-18,共8页Journal of Xi'an Jiaotong University：Social Sciences

基　　金：国家自然科学基金项目(71904153)。

摘　　要：中国价值链的国际分工处于全球价值链的劣势,面对全球新冠肺炎疫情的影响,中国提出重点布局5G技术、特高压、智能交通、新能源充电桩、大数据、人工智能、工业互联网等核心技术的“新基建”发展战略。本文采用“目标诉求—路径选择—条件保障”的分析逻辑,围绕中国长期居于全球价值链“微笑曲线”低端以及制造环节附加值低的现实,给出可持续投资支持“新基建”重塑中国价值链的实现策略。首先分析了中国在价值链中的价格长期受制于发达国家、自主话语能力差、位于附加值低的环节、前后高附加值环节发展不足等客观现实,提出中国需要实现高端核心竞争力、长期发展存续力、强化成本控制力、高度自主创新力和高价值链控制力的目标诉求;其次基于“新基建”核心技术的重点布局,探寻了升级价值链品质,延展价值链后端、提升价值链前端环节的价值以及强化成本控制等技术路径;最后提出“新基建”健康发展的两大必要条件:可持续投资与形成多方参与的新业态。The international division of labor in China’s value chain is at the disadvantage of global value chain.Faced with the profound impact of“Novel Coronavirus-2019”,China has proposed a development strategy of“new infrastructure”focusing on core technologies such as 5G technology,ULTRA-high voltage,intelligent transportation,new energy charging piles,big data,artificial intelligence and industrial Internet.This paper adopts the analytical logic of“goal appeal-path choice-condition guarantee”,and focuses on the reality that China has long been at the bottom of the global value chain“smile curve”and the low added value of the manufacturing link,and proposes the realization strategy of sustainable investment supporting the“new infrastructure”to reshape China’s value chain.First of all,we have clarified the objective reality that China has been subject to developed countries in the value chain for a long time,with poor ability of independent choice,low added value and insufficient development of high added value.We propose that China needs to achieve high core competitiveness,long-term sustainability of development,strengthen cost control,high degree of independent innovation and high value chain control in GVC.Secondly,based on the key layout of core technologies of“new infrastructure”,we explore the technical paths to upgrade the quality of the value chain,extend the back end of the value chain,enhance the value in the front end and strengthen cost control.Finally,we identify two essential conditions for healthy development of“new infrastructure”:sustainable investment and new commercial activities with the participation of multiple parties.

关 键 词：可持续投资 基础设施 新基建 价值链 微笑曲线 国际分工 多元投资主体 

分 类 号：F049[经济管理—政治经济学] F124