数字经济背景下全球要素资源重组趋向及中国策略  

Trends of Global Factor Resource Reorganization and China's Strategy under Background of Digital Economy

作　　者：杨志浩 Yang Zhihao

机构地区：[1]中国社会科学院工业经济研究所,北京100006

出　　处：《企业经济》2023年第11期93-104,共12页Enterprise Economy

基　　金：国家社会科学基金重大专项“新冠疫情背景下产业链供应链转移对中美关系影响研究”(项目编号:22VMG010);中国社会科学院产业与区域发展智库课题“跨国投资网络对我国供应链安全的影响研究”(项目编号:GJSZKB202311);中国社会科学院国家治理领域重大创新项目(项目编号:2023YZD011)。

摘　　要：数字经济的迅猛发展正改变传统的经济运作模式,加剧了全球要素资源重组。在此背景下,本文解析了数字经济驱动全球要素资源重组的理论逻辑,探究了数字经济背景下的全球要素资源重组趋向。研究表明:数字经济主要通过重塑全球产业格局、削弱要素流动壁垒,加剧全球要素资源重组。在数字经济驱动下,以中间品和外商投资为载体的资本要素大量流入中国和印度等新兴经济体。通过贸易渠道跨境流动的技术要素,主要聚集于美国;通过移民渠道跨境流动的技术要素,主要集结于美国和德国。数字经济背景下的全球要素资源重组冲击现行的经贸制度规则、削弱中国传统的要素禀赋优势、诱致“中国制造”低端锁定。因此,中国应加快完善数字制度规则体系、加快国内要素禀赋优势升级、构建由自主创新和国内需求支撑的国家价值链体系。The rapid development of digital economy is changing the traditional economic operation mode and intensifying the reorganization of global factor resources.In this context,this paper analyzes the theory and logic of global factor resource reorganization driven by digital economy,and explores the trend of global factor resource reorganization under the background of digital economy.The research shows that the digital economy strengthens the reorganization of global factor resources mainly by reshaping the global industrial structure and weakening factor flow barriers.Driven by the digital economy,capital elements with intermediate goods and foreign investment as the carrier have flowed into emerging economies such as China and India.The technical elements flowing across borders through trade channels are mainly concentrated in the United States;the technical elements of cross-border flow through migration channels are mainly concentrated in the United States and Germany.The reorganization of global factor resources under the background of digital economy impacts the current economic and trade system,weakens China's traditional factor endowment advantages,and induces the low-end lock of"Made in China".Therefore,China should accelerate the improvement of digital institutional rules,upgrade domestic factor endowment advantages,and build a national value chain system supported by independent innovation and domestic demand.

关 键 词：数字经济 要素资源重组 资本要素 技术要素 

分 类 号：F062.1[经济管理—政治经济学]