GPN视角下华为手机生产网络特征与影响因素研究  

Research on the characteristics and influencing factors of Huawei′s mobile phone production network from GPN

作　　者：陈肖飞[1] 杜景新 李元为 赵梓渝 CHEN Xiaofei;DU Jingxin;LI Yuanwei;ZHAO Ziyu(Key Research Institute of Yellow River Civilization and Sustainable Development&Yellow River Civilization by Provincial and Ministerial Co-construction of Collaborative Innovation Center,Henan University,Kaifeng 475001,Henan,China;School of Tourism and Geography Science,Qingdao University,Qingdao 266071,Shandong,China)

机构地区：[1]河南大学黄河文明与可持续发展研究中心暨黄河文明省部共建协同创新中心,开封475001 [2]青岛大学旅游与地理科学学院,青岛266071

出　　处：《地理研究》2024年第1期51-65,共15页Geographical Research

基　　金：国家自然科学基金项目(42371187、42001176);河南省高等学校哲学社会科学创新人才支持计划(2024-CXRC-09);河南大学青年交叉基金项目;河南大学文科优秀青年科研骨干能力提升计划项目。

摘　　要：全球生产网络(GPN)作为当前全球经济地理研究的核心议题之一,网络结构与演化过程已被充分讨论,然而如何在经济逆全球化和大国博弈背景下,基于典型案例揭示其网络特征和影响因素等问题仍需探究。本文选取2020年华为手机供应商数据,依据GPN2.0框架下企业行动者角色功能,深入探讨华为手机生产网络特征及影响因素。研究表明:①就华为手机而言,虽然整体上技术合作和零部件制造呈现典型的全球链接特征,但更值得关注的是,不同角色功能的企业行动者及其产品所处的不同价值链位置,所构建的生产网络呈现出显著的空间差异。②GPN2.0框架下的企业成本-能力比率、市场动因、金融约束以及风险环境等因素虽然对华为手机生产网络空间组织建构发挥了重要作用,但无法完全解释现实经济中其高度复杂的网络等级结构和社群跨域特征,应与国家行动者角色、金融环境、劳工条件等进行交互补充和兼容整合,才能更加系统的解释华为手机生产网络空间组织建构的影响因素。③对于后发国家和地区而言,本土企业融入全球生产网络,实现战略耦合与区域发展需要更加契合的理论指导。本研究通过“产品价值-企业区位-城市载体”实现了与GPN侧重企业在组织上和地理上的结构特征分析的一致性,促进了城市关系由场空间向价值空间的转变,以期为GPN理论的中国本土化提供科学实践支持。Global production network(GPN)is one of the core issues in the current global economic geography research.The network structure and evolution process have been fully discussed.However,the existing research focuses more on foreign leading enterprises,and relatively ignores the network construction and dynamic mechanism of Chinese local leading enterprises.Under the background of economic anti-globalization and great power game,how to reveal its network characteristics and influencing factors based on typical cases still needs to be explored.This paper selects the 2020 Huawei mobile phone bill of materials and supplier data,and tries to scientifically identify the types of Huawei mobile phone production networks based on the corporate actor role function and value chain theory under the GPN2.0 framework,so as to explore the organizational structure of different categories of Huawei mobile phone production networks and the dynamic mechanism of globalized production network development.The results show that:(1)Although overall technological cooperation and component manufacturing exhibit typical global linkage characteristics,what is more noteworthy is that the production networks constructed by enterprise actors with different roles and functions,as well as the different value chain positions of their products,exhibit significant spatial differences.(2)Although factors such as cost capability ratio,market drivers,financial constraints,and risk environment of enterprises under the GPN2.0 framework have played an important role in the construction of Huawei's mobile phone production network space organization,they cannot fully explain its highly complex network hierarchical structure and cross domain characteristics in the real economy.They should be supplemented and integrated with the role of national actors,financial environment,labor conditions,etc.Only then can we more systematically explain the influencing factors of Huawei′s mobile phone production network spatial organization construction.(3)For latecomer co

关 键 词：全球生产网络 社群结构 影响因素 华为手机 

分 类 号：F426.63[经济管理—产业经济]