“双循环”视阈下我国稀土产业价值链的逻辑构成与重构路径研究  

Research on the Logical Composition and Reconstruction Path of China’s Rare Earth Industry Value Chain from the Perspective of Dual Circulation

作　　者：叶前林 李佳欣 赖丹 YE Qianlin;LI Jiaxin;LAI Dan(Institute of Nonferrous Metals Industry Development,Jiangxi University of Science and Technology,Ganzhou 341000,Jiangxi,China;Gannan University of Science and Technology,Energy Metal Industry Research Institute,Ganzhou 341000,Jiangxi,China)

机构地区：[1]江西理工大学有色金属产业发展研究院,江西赣州341000 [2]赣南科技学院能源金属产业研究院,江西赣州341000

出　　处：《黄金科学技术》2024年第4期704-716,共13页Gold Science and Technology

基　　金：国家社会科学基金一般项目“双循环视阈下我国稀土产业价值链重构与路径选择研究”(编号:23BGL218);江西省重点高端智库有色金属产业发展研究院“双循环格局下中国稀土产业价值链重构路径与对策研究”(编号:23ZKZB-02)联合资助。

摘　　要：重构产业价值链是“双循环”视阈下我国突破西方稀土供应链重塑围堵和低端价值“俘获”困局的战略选择。以稀土内外价值链结构变化为切入点,剖析“外循环”主导和“双循环”格局下稀土产业发展的逻辑差异,并采用出口技术复杂度和DEA-Malmquist指数,分别衡量我国稀土产业全球价值链地位和国内发展水平,最后探讨我国稀土产业价值链重构路径。研究表明:(1)“外循环”主导下,我国稀土产业面临外部“被脱钩”风险、“低端锁定”桎梏,以及内部同质企业博弈窘境;而在“双循环”格局下,我国稀土产业有望从“抱团取暖”转向“筑链共进”策略,从而增强稀土产业链韧性和抗风险能力;(2)我国稀土全球价值链地位始终保持较高水平,国内稀土产业链各环节效率整体呈增长趋势,但下游环节规模结构需进一步优化。为了应对全球稀土供应链格局巨变,我国稀土应以“全产业链环节突破、地域—产业协同并进”的方式,构建国内稀土产业价值链;采取向价值链高端借“智”、低端借“市”的双向借势策略,主导稀土产业区域价值链;以“两链”交互嵌入稀土全球价值链高端,重塑全球稀土产业格局。Reconstructing the industrial value chain is a strategic decision for China to overcome the challenges posed by the western rare earth supply chain restruction and the capture of low-end value from the perspective of“dual circulation”strategy.By examining the structural changes in both internal and external value chains,this paper analyzed the logical differences in the development of rare earth industry under the“external circulation”and“dual circulation”patterns.Furthermore,the study utilized the export technical complexity and DEA-Malmquist index to assess the global value chain position and domestic development level of China’s rare earth industry.Ultimately,the research delves into the potential strategies for the reconstruction of the internal value chain within this industry.The findings indicate that China’s rare earth industry is vulnerable to risks such as external“decoupling”,constraints associated with“low-end locking”,and challenges stemming from internal competition among homogeneous enterprises under the prevailing influence of“external circulation”.In accordance with the“double cycle”model,China’s rare earth industry is anticipated to transition from a strategy of consolidation to one of integration,thereby bolstering the resilience and risk mitigation capabilities of the rare earth supply chain.Additionally,China’s prominent position within the global rare earth value chain has consistently remained strong,with overall improvements in the efficiency of domestic industry operations.However,further optimization of the scale structure within downstream segments is deemed necessary.In order to address the significant shifts in the global rare earth supply chain,it is imperative for China to develop its domestic rare earth industry value chain through advancements across the entire industry value chain and facilitate regional and industrial advancements.This can be achieved by implementing a dual strategy that involves leveraging expertise from the upper echelons of

关 键 词：双循环 稀土产业链 价值链重构 出口技术复杂度 DEA-MALMQUIST指数 

分 类 号：F426[经济管理—产业经济]