疫情冲击背景下日本产业链重构政策及影响  

An Analysis of Japanese Industrial Chain Reconstruction Policy and Its Impact Under the Impact of the Epidemic

作　　者：田正[1] TIAN Zheng(Institue of Japanese Studies, Chinese Academy of Social Sciences, Beijing, 100007, China)

机构地区：[1]中国社会科学院日本研究所,北京100007

出　　处：《日本问题研究》2021年第5期38-48,共11页Japanese Research

基　　金：国家社科基金青年项目“战后日本供给侧结构性改革经验与教训研究”(17CGJ012);中国社会科学院青年启动项目“日本产业再生政策研究”(2021YQNQD0067)。

摘　　要：随着全球化潮流减退,日本企业撤资现象日益引人关注,疫情冲击导致的产业链断裂,促使日本将维护产业链稳定上升到战略高度。促进制造业企业回归本土、在东南亚地区实现生产多元化是日本产业链重构的两个重要方向,日本政府出台产业链重构政策,采用产业补助金措施,对日企调整产业链布局产生实际作用。短期内增强了日本医疗卫生器材、关键零部件供给,长期内加快日企产业链的多元化分散进程。当前对中国经济健康稳定发展影响较小,中日经贸关系经受住了中美贸易摩擦和疫情冲击的双重挑战,日企并未出现大规模撤离的现象。As the trend of globalization recedes,the phenomenon of divestment of the Japanese companies has attracted increasing attention.The industrial chain rupture caused by the impact of the epidemic has prompted Japan to maintain the stability of the industrial chain to a strategic level.Promoting the return of manufacturing companies to mainland Japan and achieving diversification of production in Southeast Asia are two important directions for the restructuring of Japanese industrial chain.The Japanese government has introduced an industrial chain adjustment policy and adopted industrial subsidy measures,which has produced practical effects for Japanese companies to transform their industrial chain.In the short term,the supply of Japanese medical and health equipment and key parts supply has been strengthened,and in the long term,the process of diversification and dispersion of Japanese companies industrial chains has been accelerated.The current impact on the stable development of China's economy is relatively small,and China-Japan economic and trade relations have withstood the dual challenges of Sino-US trade frictions and the impact of the epidemic,and there has been no large-scale withdrawal of Japanese companies.

关 键 词：产业链 供应链 疫情冲击 制造业 对华直接投资 

分 类 号：F114[经济管理—国际贸易]