供应链重构与日韩对华投资再选择  

Supply Chain Restructuring and Re-Selection of Japan and South Korea Investment In China

作　　者：潘怡辰 蔡桂全 宋云潇 PAN Yichen;CAI Guiquan;SONG Yunxiao(Chinese Academy of International Trade and Economic Cooperation;University of Bath)

机构地区：[1]商务部国际贸易经济合作研究院亚洲研究所 [2]巴斯大学管理学院

出　　处：《国际贸易》2023年第11期44-56,共13页Intertrade

摘　　要：当前,全球供应链正经历着重大冲击和变革。以中日韩为主要参与方的东亚生产网络,其传统的供应链格局也正遭受多重冲击,正在加速重构。日韩是中国重要的外资来源地,两国对华投资在中日韩供应链发展过程中发挥着重要的作用。然而,随着国际形势变化,日韩对华投资从行业领域到投资动机与投资力度等方面均出现了再选择动向,值得我们认真分析研究。文章通过分析日韩在华供应链所面临的冲击以及日韩在华投资的“再选择”与新变化,进一步研判日韩对华投资与供应链合作的发展趋势,并就未来如何进一步加强中日韩合作提出对策建议。Supply chains are undergoing major changes globally.As an important part of the production net-work in East Asia,China,Japan,and South Korea,the supply chain is also undergoing accelerated restructuring due to multiple factors.Japan and South Korea are important sources of foreign investment in China,and investment in China plays an important role in the development of China-Japan-South Korea supply chains.However,with the change of international situation,Japan and South Korea􀆳s investment in China has been“re-selected”in terms of in-dustry fields,investment motivation and volume.The article analyzes the impact of Japan and South Korea􀆳s supply chain in China and the re-selection of Japan and South Korea􀆳s investment in China,further examines the develop-ment trend of Japan and South Korea􀆳s investment in China and supply chain cooperation,and puts forward counter-measures and suggestions on how to further strengthen China-Japan-South Korea cooperation in the future.

关 键 词：日韩对华投资 供应链重构 东亚生产网络 

分 类 号：F125[经济管理—世界经济] F831.6F131.26F131.3