首页|我国关键产业链供应链安全评估及提升措施

我国关键产业链供应链安全评估及提升措施

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在全球经济不确定性增加背景下,维护产业链供应链安全的意义凸显.本文从依赖程度、可控韧性、自主能力三个维度,综合构建了评估关键产业链供应链安全水平的指标体系,选取集成电路、大容量电池两个当前大国博弈的焦点领域,对产业链供应链的安全水平做出了评估.测算结果显示,在依赖程度方面,我国集成电路产业与发达国家之间存在非对称依赖关系,发达国家对我国大容量电池产业的依赖程度较高;可控韧性方面,发达国家在集成电路产业上游有较强的垄断优势,我国大容量电池产业链供应链韧性整体表现良好;自主能力方面,我国集成电路产业上游大部分领域比较优势相对较弱,大容量电池产业链各环节的专利申请处于领先地位,但部分核心产品比较优势不够突出.应增强重点领域技术自主性,加大对链主企业的扶持力度,降低产业链供应链路径依赖,全面提高我国关键产业链供应链安全水平.
Evaluation and Improvement Measures for the Security of China's Key Industrial Chain and Supply Chain
Against the backdrop of increasing global economic uncertainty,the significance of industrial chain and supply chain security becomes more pronounced.This paper comprehensively constructs an indicator system for evaluating the security level of key industrial chains and supply chains from three dimensions:dependence level,controllable resilience,and autono-mous capability.We select the integrated circuit and high-capacity battery which are two focal areas of current great power com-petition as key industrial chains and conduct an assessment of the security level of the industrial chains and supply chains.The evaluation results indicate that in terms of dependence level,there exists an asymmetric dependency relationship between China's integrated circuit industry and developed countries,while developed countries'dependence on China's high-capacity battery industry is notably higher.In terms of controllable resilience,developed countries possess a strong monopoly advantage in the upstream segment of the integrated circuit industry,while China's overall supply chain resilience of the high-capacity bat-tery industry demonstrates a good performance.Regarding autonomous capability,most of the areas of comparative advantage in the upstream of China's integrated circuit industry are relatively weak,and although patent applications of various links in the large-capacity battery industry chain are in a leading position,the comparative advantage of some core products is not prominent enough.We should enhance the technological autonomy in key areas,increase the support for chain master enterprises,reduce the path dependence of the industrial chain supply chain,and comprehensively improve the security level of China's key indus-trial chain supply chain.

Industry Chain Supply ChainSecurity AssessmentIntegrated CircuitHigh-Capacity Battery

孙天阳、张其仔、杨丹辉

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中国社会科学院工业经济研究所

产业链供应链 安全评估 集成电路 大容量电池

中国社会科学院长城学者计划中国社科院智库基础研究项目国家自然科学基金青年基金

23ZKJC05372003103

2024

经济学家
西南财经大学 四川社会科学学术基金会(新知研究院)

经济学家

CSTPCDCSSCICHSSCD北大核心
影响因子:2.594
ISSN:1003-5656
年,卷(期):2024.(6)
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