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全球产业链重构背景下中国出口韧性塑造:挑战、机理与路径

Strengthening China's Export Resilience in the Context of Global Industrial Chain Restructuring:Challenges,Mechanisms,and Approaches

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在双循环新发展格局中,强化出口韧性是维系国际循环稳定与深化开放水平的关键.信息技术革命与绿色能源转型叠加贸易摩擦与新冠疫情冲击,推动全球产业链深度重构,传统经济发展路径与国际竞争格局正在改写.中国出口贸易遭遇短期波动与长期增长抑制,地缘政治风险放大出口布局不确定性,产业链"长鞭效应"与传统优势产业外迁形成产业结构双重压力,新兴业态发展亦存在诸多挑战.为了应对全球产业链重构新特征,中国需内优外拓,把握出口韧性新导向:从内部看,应强化要素协同与精准供需对接,依托平台赋能重塑竞争优势;从外部看,应挖掘本土市场潜力,深化互惠关系,抢占新兴产业市场先机,实现多元布局.为构筑中国出口贸易韧性体系,驱动经济高质量发展,适应全球产业链重构的新常态,应推动统一大市场建设,优化国内循环规模效率;依托外贸协定,提升国际循环治理参与能力和水平;布局新兴产业,拓展有效市场增长空间;构建跨境平台,彰显有为政府制度优势.
Within the dual-circulation new development pattern,strengthening the resilience of exports is key to maintaining the stability of international circulation and deepening the level of opening up.The internal revolution in information technology and green energy transition,combined with external trade frictions and the impact of the COVID-19 pandemic,is driving a deep restructuring of global industrial chains.Traditional economic development paths and international competitive landscapes are being rewritten.Against this backdrop,China's export trade faces numerous challenges:trade protectionism leads to short-term"rush to export"fluctuations and long-term growth suppression;geopolitical risks increase the uncertainty of export layouts;the"bullwhip effect"of supply chains and the outward migration of traditional advantage industries create dual pressures on the supply chain;and there are multiple realistic development bottlenecks during the explosive window period for emerging formats.Global supply chains present new features in vertical production,such as multidimensional factors,short-chain and multi-chain structures,and service upgrades.Horizontally,there is a new situation of normalized sanctions,complex game-play,and strategic competition.Export resilience refers to the ability of economic entities to resist external risks and promote recovery and growth in export activities.It is not only a key lever for responding to the current restructuring of global industrial chains,but its construction logic is also influenced by the new characteristics of global industrial chain restructuring.From the perspective of parallel tracks of internal competitive advantages enhancement and external market diversification,China needs to optimize domestically and expand externally,grasping the new orientation for shaping export resilience:Internally,traditional competitive advantages built from factor endowments,professional division,and experience accumulation only form the foundation for development.Currently,emphasis should be placed on strengthening factor collaboration and precise supply-demand matching,relying on platform empowerment to reshape competitive advantages.Externally,given the predicament faced by multilateralism,institutional governance leading to international issues,and increasing digital-green disparity among economies,efforts should be directed towards tapping into the potential of local markets,deepening mutually beneficial relations in multiple fields,seizing early opportunities in emerging industries,and achieving diversified layouts.Finally,to build China's export trade resilience system,drive high-quality economic development,and adapt to the new normal of global industrial chain restructuring,there are a number of practical pathways.First,we should promote the construction of a nationwide unified large market,form a domestic industry gradient transfer ecosystem,deepen the scale application of innovation chains,and drive consumption creation and upgrading to optimize the efficiency of domestic circulation.Second,we should rely on foreign trade agreements,focus on international issues,and deepen multilateral full-industry chain collaboration to enhance participation in international circulation governance and improve the level of institutional openness.Third,we should develop a modern industrial system based on new quality productive forces,deepen the integration of computing power and green electricity,and deploy emerging industries globally to expand effective market growth space.Fourth,we should construct cross-border e-commerce,logistics,and risk warning platforms,explore anti-sanction strategies,strengthen cross-border payment with digital RMB,and improve commodity pricing strategies to demonstrate the institutional advantages of an active government.

Global industrial chain restructuringExport resilienceDigital economyGreen economy

黄新飞、郭瑞琪

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中山大学国际金融学院(广州 510275)

全球产业链重构 出口韧性 数字经济 绿色经济

2025

四川大学学报(哲学社会科学版)
四川大学

四川大学学报(哲学社会科学版)

北大核心
影响因子:0.832
ISSN:1006-0766
年,卷(期):2025.(1)