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全球供应链空间重构下的中国外贸"三新":新格局、新动能与新质生产力OA北大核心CHSSCDCSSCICSTPCD

The three new characteristics of China's foreign trade under the spatial reconstruction of global supply chain:New pattern,new momentum and new quality productivity

中文摘要英文摘要

习近平总书记创造性地提出"新质生产力"这一全新概念.在当前国际经济环境复杂多变、全球经贸形势日趋严峻的现实中,"加快形成新质生产力,增强发展新动能"应成为中国外贸工作的根本原则和行动指南.文章描绘了当前中国外贸的空间新格局,分析了全球供应链空间重构下呈现出的中国外贸新动能,定义和阐释了促进外贸高质量发展的"外贸新质生产力",最后提出了政策性思考及建议.文章认为,当前,受贸易保护主义、地缘政治冲突、制造业回流等多种因素的影响,全球产业链供应链加速重构,从以成本管控、生产效能、科学技术为导向转为以供应安全、产业稳健和地缘政治为目标,并呈现出区域化、多元化、本土化、数字化、集聚化等多种形式并存的发展特征,逐渐趋向于碎片化的发展格局.在新的空间格局下,中国外贸面临着前所未有的风险和挑战,对欧美发达经济体的出口贸易大幅下降,出口企业举步维艰.面对这一复杂严峻的外部环境,中国凭借全球第一制造大国的雄厚实力,利用数字技术赋能制造业,大力推进产业结构转型升级,产品结构推陈出新,积极应对"脱钩断链"、产业链外迁导致的订单转移、出口下降这一不利局势,以电动载人汽车、锂离子蓄电池和太阳能电池为代表的"新三样"产品出口取代传统劳动密集型"旧三样"产品出口,实现了稳规模优结构、提质增效的阶段性目标,为外贸高质量发展注入了新动能.文章针对新质生产力在中国外贸领域内的具体表现进行了深入细致的分析,认为数据、信息与流量是外贸新质生产力的关键要素;新一轮科技革命与产业变革的交融是外贸新质生产力的动力源;数实融合、虚实融合是外贸新质生产力的坚实基础.外贸新质生产力具有双轮驱动的独特优势与韧性,灯塔工厂是外贸新质生产力的中流砥柱,独角兽是外贸新质生产力的生力军,建立在虚拟集聚平台上的跨境电商新模式、海外仓、全托管等新业态,形成了当前中国外贸新质生产力.要以先进制造业、新兴产业、未来产业支撑和提升外贸新质生产力,以规模巨大的国内消费市场扩大和提振外贸新质生产力.

General Secretary Xi Jinping creatively puts forward the brand-new concept of "new quality productivity". In the current complicated international economic environment and grim global economic and trade situation,"accelerating the formation of new quality productivity and enhancing new development momentum" should be taken as the fundamental principle and action guide for China's foreign trade. This article describes the new spatial pattern of China's foreign trade,analyzes the new momentum of China's foreign trade under the spatial reconstruction of global supply chain,defines and explains the "new quality productivity of foreign trade" that promotes the high-quality growth of foreign trade before proposing policy suggestions. This article holds that currently influenced by various factors such as trade protectionism,geopolitical conflicts,and manufacturing backflow,the global industrial and supply chains are accelerating its reconstruction,shifting their orientation from cost control,production efficiency,science and technology to supply security,industrial stability and geopolitical governance,demonstrating such features as regionalization,diversification,localization,digitalization,agglomeration and other forms that steadily point to a fragmented growth pattern. In this new spatial distribution pattern,China's foreign trade is facing unprecedented risks and challenges. The export trade to developed economies in Europe and America has dropped sharply,and export enterprises are struggling for survival. Against this complicated and severe external environment,China,being the world's largest manufacturing country,empowers the manufacturing industry with digital technology,vigorously promotes the transformation and upgrading of industrial structure,innovates product structure,and actively responds to the unfavorable situation of order transfer and export decline caused by "decoupling and chain breaking" and industrial chain relocation. The export of "new three products" represented by electric autos,lithium-ion batteries and solar cells has replaced that of labor-intensive "old three products",achieving the phased goal of stabilizing scale and optimizing structure,improving quality and efficiency,and injecting new momentum into the high-quality development of foreign trade. This article provides a detailed and in-depth analysis of the specific manifestations of new quality productivity in China's foreign trade. It is maintained that data,information,and flow are key elements of new quality productivity in foreign trade. The integration of a new round of technological revolution and industrial transformation is the driving force behind new quality productivity in foreign trade. The integration of digital and physical economies,and that of virtual and real economies,provides a solid foundation for new quality productivity in foreign trade. New quality productivity in foreign trade has unique advantages and resilience driven by two wheels. Lighthouse factories are the backbone of new quality productivity in foreign trade,while unicorns are the driving force of new quality productivity in foreign trade. The new cross-border E-commerce models,overseas warehouses,full custody,and other new formats established on virtual aggregation platforms have formed new quality productivity in China's foreign trade. It is necessary to support and enhance the new quality productivity of foreign trade with advanced manufacturing,emerging industries and future industries,and expand and boost the new quality productivity of foreign trade with a huge domestic consumer market.

王如玉;柴忠东;林家兴

广东工业大学经济学院,广东广州 510006南京大学商学院,江苏南京 210093深圳市外代国际货运有限公司,广东深圳 518000

经济学

外贸新质生产力;全球供应链;跨境电商;虚拟空间;虚拟集聚

new quality productivity of foreign trade;global supply chain;cross border E-commerce;virtual space;virtual agglomeration

《重庆大学学报(社会科学版)》 2024 (003)

18-35 / 18

国家社会科学基金重大项目"虚拟集聚的理论及其应用研究"(18ZDA066);国家自然科学基金面上项目"金融虚拟集聚、融资效率与地区生产率"(71973147);广东省基础与应用基础研究基金面上项目"虚拟集聚影响平台竞争的机制研究"(2023A1515012593)

10.11835/j.issn.1008-5831.jg.2024.02.001

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