全球产业链再布局:演进、影响及应对  

Global Industrial Chain Restructuring:Evolution,Impact,and Response

作　　者：郭若楠 陈逸豪 GUO Ruonan;CHEN Yihao(Institute of World Economics and Politics of CASS)

机构地区：[1]中国社会科学院世界经济与政治研究所

出　　处：《国际贸易》2025年第3期66-76,共11页Intertrade

基　　金：中国社会科学院“青启计划”资助,项目编号:2024QQJH164。

摘　　要：随着世界百年未有之大变局加速演进,在全球范围内,效率优先逐渐转向兼顾效率与安全,这导致全球产业链的区域化、多元化、数字化、可持续化特征,将向区域联盟化、采购单极化、人工智能化和壁垒武器化等趋势演进。这些新变革在给我国产业发展带来机遇的同时,也会对产业安全构成系统性挑战。为避免可能面临的产业空心化、技术越追越远、市场大幅萎缩、竞争能力衰减、关键矿产受制等不利局面,我国需在产业层面和制度层面协同发力,以构建新发展格局为目标,扩大产业链变革的积极影响,一方面锻造国内产业链的韧性,另一方面推进高水平开放,推动经济高水平发展。As changes unseen in a century accelerate across the world,there is a gradual shift from prioritizing efficiency to balancing efficiency with security on a global scale.This transition is driving the global industrial chains towards regionalization,diversification,digitalization,and sustainability,with evolving trends such as regional alliances,single-level procurement,artificial intelligence,and weaponization of barriers.While these new transformations present opportunities for China's industrial development,they also pose systemic challenges to industrial security.To avoid potential adverse scenarios such as industrial hollowing out,escalating technology gaps,significant market shrinkage,declining competitive capabilities,and reliance on critical minerals,China needs to synergize efforts at both the industrial and institutional levels.With the goal of establishing a new development pattern,it is essential to expand the positive impacts of industrial chain transformation,enhance the resilience of domestic industrial chains,and promote high-standard opening up to drive robust economic growth.

关 键 词：全球产业链 产业安全 高水平开放 

分 类 号：F114.4[经济管理—国际贸易] F113[经济管理—世界经济]