新冠疫情影响下全球产业链重构与中国应对

Reconstruction of Global Industrial Chain and China's Response under the Influence of COVID-19

  • 摘要: 新型冠状病毒肺炎疫情(简称新冠疫情或疫情)的全球性爆发,改变了国际政治经济格局的发展趋势,也成了全球产业链重构的催化剂。基于不同的分析视角和理论框架,学者对新冠疫情后全球化演变的分析主要分为乐观派和悲观派。乐观派基于纯粹经济学的视角,从微观层面出发,强调效率导向始终是支配企业行为的核心要素,因此,中国在新冠疫情后受到的冲击不会太大。相反,悲观派基于国际政治经济学的视角,从宏观层面出发,指出某些国家更加注重自身产业链的完整性和自主控制性而暂时不考虑效率问题,进而导致逆全球化趋势进一步加剧。面对国内外经济形势的剧烈波动,中国提出“构建国内国际双循环相互促进的新发展新格局”,其关键是要建设“自主可控、安全可靠”的现代产业体系。产业链升级需要重视政府主导创造和塑造市场的能力,以健全工业生态系统和扶持“新基建”的发展。

     

    Abstract: The global outbreak of COVID-19 has changed the development trend of the international political and economic pattern, and has also become a catalyst for the reconstruction of the global industrial chain. Based on different perspectives and theoretical frameworks, scholars' analysis of the evolution of globalization after COVID-19 is mainly divided into optimism and pessimism. Based on the perspective of pure economics, the optimists emphasize that efficiency orientation is always the core element that governs corporate behavior from the micro level. Therefore, China will not be greatly impacted after COVID-19. On the contrary, based on the perspective of international political economics, the pessimists point out from a macro level that some countries pay more attention to the integrity and autonomous control of their own industrial chains without considering efficiency issues for the time being, which further aggravates the trend of anti-globalization. In the face of the drastic fluctuation of domestic and international economic situation, China proposes to build a new pattern of development in which the domestic and international circles promote each other, and the key is to build a modern industrial system that is "independent, controllable, safe and reliable". To upgrade the industrial chain, we need to attach importance to the government's ability to create and shape the market, so as to improve the industrial ecosystem and support the development of "new infrastructure".

     

/

返回文章
返回