传统汽车与新能源汽车零部件企业空间集聚特征对比研究  

A Comparative Study on the Spatial Agglomeration Characteristics of Traditional Auto Parts Enterpris‐es and New Energy Auto Parts Enterprises

作　　者：陈嘉平[1] 温耀鸿 王乾 Chen Jiaping;Wen Yaohong;Wang Qian

机构地区：[1]广州市城市规划勘测设计研究院区域规划设计所 [2]粤港澳大湾区国家技术创新中心

出　　处：《城市观察》2024年第6期98-111,162,共15页Urban Insight

摘　　要：由于汽车产品构成的差异,新能源汽车产业的生产空间布局较传统汽车发生了较大的变化。随着新能源汽车的蓬勃发展以及推动“双碳”目标的实现,进一步研究并理解新能源汽车产业的生产空间具有重要意义。本研究借鉴全球生产网络理论框架,通过搜集分析传统汽车和新能源汽车的整车厂及主要供应商分布,对典型汽车企业生产网络的布局进行对比研究,发现受汽车产品本身的构成影响,传统汽车企业更加倾向于企业间控制的行动者策略,而新能源汽车企业更倾向于选择企业间协作。对应的空间响应变化表现为传统汽车会在整车厂周边一定范围内形成明显的联系较为紧密的生产网络,而新能源汽车则会在传统汽车的生产网络上进行“嵌入式生长”而形成相对分散的生产网络。Due to the differences in automotive components,the spatial layout of China's new energy vehicle(NEV)industry has changed considerably compared with that of the traditional vehicle industry.With the robust growth of NEVs and China's progress toward‘dual carbon’goals,it is of great significance to further the research and understanding of the spatial layout of the NEV industry.Drawing on the theoretical framework of global production networks(GPN),and by collecting and analyzing the spatial distribution of OEMs and major parts suppliers of traditional vehicles and NEVs,this study conducts a comparative analysis on the layout of the production network of typical automobile enterprises,and finds that influenced by the composition of the automotive products,traditional automotive firms preferred the actor strategy of inter-firm control,whereas NEV firms preferred to opt for inter-firm collaboration.Correspondingly,the spatial response manifests itself in the fact that the traditional vehicle industry will form a relatively tightly-knit production network within a certain range around the OEM,while NEV industry will form a relatively decentralized production network by‘embedded growth’on top of the production network of traditional vehicles.

关 键 词：汽车产业 新能源汽车 全球生产网络 空间集聚 

分 类 号：F426[经济管理—产业经济]