贸易新形势下我国制造业全球价值链位势提升策略  

Strategies for Enhancing Chinese Manufacturing Industry’s Position in the Global Value Chain under New Trade Conditions

作　　者：谢家平 谢吉青 赵俊杰 XIE Jiaping;XIE Jiqing;ZHAO Junjie(College of Business,Shanghai University of Finance and Economics,200237;School of Economics&Management,Nanjing Tech University,211800)

机构地区：[1]上海财经大学商学院,上海市200237 [2]南京工业大学经济与管理学院,江苏省南京市211800

出　　处：《财经智库》2024年第6期21-44,143,144,共26页Financial Minds

基　　金：国家社科基金重点项目“全球贸易新形势下我国制造业转型升级路径与对策研究”(20AJY008);国家社科基金重大项目“我国市场导向的绿色技术创新体系构建研究”(20&ZD060);上海财经大学研究生创新基金项目“科创平台供应链契约协同优化”(CXJJ-2024-422)。

摘　　要：新形势下发达国家的“再工业化”提高了我国制造业嵌入全球价值链的技术与市场壁垒,我国制造业难以依靠原有代工路径实现转型升级。本文在分析我国制造业转型升级面临的机遇和挑战的基础上,沿“对勾曲线”重构了转型升级的新路径。即借助科创中心运行效率强化自主创新,通过科学城、自创试验区、科创走廊等科创平台,提高科创成果的市场化收益(创新驱动);借助数字技术的数据能力和数据关系,通过科学评估场景与动态规划产能,避免新一轮产能过剩;采用后市场服务重塑产品营销渠道和品牌价值(渠道创新与品牌创新),通过构建全球营销渠道和推动品牌创新,助力自主知识产权实现“走出去”。借力科创平台创造技术优势、数字技术赋能创造加工优势、后市场服务创造渠道优势,实现全价值链技术创新引领与渠道创新的价值相结合,促进创新周期与营销周期相统一。Under new conditions,“re-industrialization”in developed countries has raised technological and market barriers for China’s manufacturing industry to integrate into the global value chain.The“bothends-out”pattern has created incomplete value chains,supply chains,and industrial chains,making it diffi cult for China’s manufacturing industry to achieve transformation and upgrading through traditional OEM pathways,thus urgently requiring reconstruction of new development pathways.This paper proposes:strengthening independent innovation through the operational effi ciency of science and innovation centers,and increasing the marketization returns of scientifi c and innovative achievements(innovationdriven)through platforms such as science cities,innovation pilot zones,and innovation corridors.Utilizing the data capabilities and relationships of digital technology to avoid a new round of overcapacity through scientific scenario assessment and dynamic capacity planning.Reshaping product marketing channels and brand value through after-market services(channel and brand innovation), and facilitating the “going global” ofindependent intellectual property rights through building global marketingchannels and promoting brand innovation. By leveraging science andinnovation platforms to create technological advantages, digital technologyempowerment to create processing advantages, and after-market servicesto create channel advantages, we can achieve the integration of technologyinnovation leadership and channel innovation value across the entire valuechain, promoting the unity of innovation cycles and marketing cycles. Thispaper presents a novel design for transformation and upgrading pathwaysof China’s manufacturing industry under new global trade conditions,along with corresponding countermeasures, aiming to cultivate China’scompetitive advantages, control capabilities, and position enhancementacross the entire value chain.

关 键 词：贸易新形势 制造业 科创平台 后市场服务 全球价值链 

分 类 号：F42[经济管理—产业经济]