美国“脱钩”政策对我国智能制造的影响研究  

Research on the impact of"Decoupling"policy on China's intelligent manufacturing

作　　者：张化尧[1,2] 倪悦雨 綦方中 ZHANG Hua-yao;NI Yue-yu;QI Fang-zhong(School of Management,Zhejiang University of Technology,Hangzhou 310032,China;Collaborative Innovation Center for Transformation and Upgrading of Small and Medium-sized Enterprises of Zhejiang University of Technology,Hangzhou 310032,China)

机构地区：[1]浙江工业大学管理学院,浙江杭州310032 [2]浙江工业大学中小微企业转型升级协同创新中心,浙江杭州310032

出　　处：《科学学研究》2024年第7期1409-1418,共10页Studies in Science of Science

基　　金：国家社会科学基金重点项目(22AGL003)。

摘　　要：智能制造是当今中美竞争的重点领域,以数字霸权为基本特征的美国“脱钩”政策将不可避免影响中国智能制造的崛起。本研究旨在从大国博弈视角分析“脱钩”政策对我国智能制造的影响。研究基于34个上市公司的40个代表性业务,从整个国家的转型视角对“转型者”和“赋能者”组织内外各种影响因素进行了深入分析。研究发现,虽然美国“脱钩”政策给企业带来了一定负面影响,但这种影响的面和强度都不及其他影响因素。在产业环境和国家环境的更显著促进作用下,企业通过研发投入增加、产业内协作创新和替代方案开发能够积极化解“脱钩”政策的负面作用。本研究从整个国家制造业的转型视角对美国的“脱钩”政策影响有了更为深刻的认识,也对大国博弈情境下的企业数字化转型与数字能力发展有一定启发作用。Intelligent manufacturing is now a key area of competition between China and the United States,and the decoupling policy of the United States,characterized by digital hegemony,will inevitably affect the rise of China's intelligent manufacturing.The purpose of this study is to analyze the impact of the"decoupling"policy on China from the perspective of the game of major powers.The study observes these impacts from the annual reports of listed companies,accompanied by descriptions of business activities,and conducts information verification based on the official website of them,as well as national policies and research report of relevant industries.Based on 40 representative businesses of 34 listed companies,the study involves enterprises in the"intelligent manufactur-ing"concept sector,and enterprises in the"industrial internet","5C","chip"concept sector,widely reflecting the impact on transformants"and"empowerers"to answer the true impact of the US'decoupling policy on Chinas intelligent manufacturing strategy.The examination includes three levels:the organizational context level,including the three dimensions of digital nativeness,internal driving force,and competitive pressure,the micro environment level,including the two dimensions of industrial chain relationship struc-ture and customer demand,and the macro environment level,including the four dimensions of planning guidance,green regulation,market protection,and digital hegemony.The study found that although the United States'digital hegemony measures have had a certain impact on enterprises,the organiza-tional context level and micro environment level play more important roles in affecting the digital transformation and digital empower-ment of enterprises.The dimensions of digital nativeness,internal driving force,competitive pressure,relationship structure,and cus-tomer demand all have greater impacts or in higher intensity.In addition,national policy support at the macro level have also played a significant role.Although the"decoupling"policy of the Unite

关 键 词：“脱钩”政策 大国博弈 智能制造 数字化转型 

分 类 号：F272.7[经济管理—企业管理]