中国—东盟区域价值链的塑造与挑战  

The Shaping of China-ASEAN Regional Value Chain and Challenges

作　　者：余南平[1] 廖盟 YU Nanping;LIAO Meng(School of Politics and International Relations,East China Normal University,Shanghai 200062)

机构地区：[1]华东师范大学政治与国际关系学院,上海200062

出　　处：《南洋问题研究》2024年第2期1-19,共19页Southeast Asian Affairs

基　　金：国家社科基金重大项目“颠覆性技术发展对新型国际关系形塑研究”(23&ZD334);中央高校基本科研业务费项目华东师范大学人文社科前瞻性研究项目·二十届三中全会重大专题预研究专项(2024ECNU-QZXYJ004)

摘　　要：当前,美国通过地缘政治手段介入亚洲区域价值链重构,试图构建以美国为核心、依托日韩盟友与链接东盟国家的战略价值链,其本质上延续了里卡多式增长模式。在美国战略价值链塑造中,东盟将是美国战略布局中取代中国的关键角色。而在大国博弈争夺价值链主导权的背景下,中国—东盟区域价值链的塑造将保障中国式现代化发展道路下中国的区域中心地位,不仅是中国与东盟共同塑造亚洲发展与繁荣的重要举措,同时也是亚洲区域经济突破传统增长模式壁垒,未来迈向熊彼得式增长的关键一步。实证分析表明,中国与东盟具有深厚的政治经济合作基础,中国与东盟在亚洲区域价值链的发展中链接日趋紧密,推动了亚洲区域价值链的地位提升与影响力扩大。但不可忽视的是,全球价值链重构、美国战略价值链构建、中国在“双向挤压”下转型升级等系列挑战,也将影响未来中国—东盟区域价值链的塑造。由此,中国与东盟必须通过紧密合作,寻找符合新一代区域价值链的发展推进路径,通过产业链链接和关键技术领域合作实现突破,进而塑造中国—东盟区域价值链合作的熊彼得式增长,以应对共同的地缘政治挑战。Currently,the United States is intervening in the reconstruction of the Asian regional value chain through geopolitical means,attempting to build a strategic value chain centered on the United States,relying on Japan and South Korea allies and linking ASEAN countries.Essentially,it continues the Ricardian growth model.ASEAN will be a key player in shaping the US strategic value chain,replacing China in the US strategic layout.In the context of great powers competition for the dominance of the value chain,this study believes that the shaping of the China ASEAN regional value chain will ensure China s regional center position under the development path of Chinese path to modernization.It is not only an important measure for China and ASEAN to jointly shape the future and prosperity of Asia,but also a key step for Asia s regional economy to break through the barriers of traditional growth models and move towards Schumpeterian growth models in the future.Empirical analysis shows that China and ASEAN have a strong foundation in political and economic cooperation,and the links between China and ASEAN in the development of the Asian regional value chain are becoming increasingly close,promoting the elevation of the status and expansion of influence of the Asian regional value chain.However,it cannot be ignored that a series of challenges such as the restructuring of the global value chain,the construction of the US strategic value chain,and China s transformation and upgrading under the“two-way compression”will also affect the shaping of the future China ASEAN regional value chain.Therefore,China and ASEAN must work closely together to find a development path that aligns with the new generation of regional value chains.Breakthroughs can be achieved through industrial chain links and key technology field cooperation,in order to shape the Schumpeterian growth models of China ASEAN regional value chain cooperation and address common geopolitical challenges.In the field of international relations,translation should meet

关 键 词：中国 东盟 美国 区域价值链 地缘政治 

分 类 号：F125[经济管理—世界经济]