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全球产业链重构的驱动机制研究——内生与外生双维度的历史与当代解析

The Driving Mechanisms of Global Industrial Chain Restructuring: A Historical and Contemporary Analysis from an Endogenous-Exogenous Dual-Dimensional Perspective

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【作者】 刘江会崔力文

【Author】 LIU Jianghui;CUI Liwen;

【机构】 上海师范大学商学院上海师范大学房地产与城市发展研究中心

【摘要】 全球生产网络的演进是追求经济效率的内生力量与服务于国家权力与安全的外生力量之间动态互动的历史过程,在当代则呈现出二者边界模糊与深度耦合的新特征,其演化逻辑正从效率导向,转向由效率、安全与可持续性三大目标相互冲突、制约的“三元困境”所主导。技术的地缘政治化与绿色规则的“武器化”是内外生力量融合的核心体现,迫使各行为主体在艰难权衡中推动形成本土化、区域化与多元化并存的产业链重构格局。这一结论不仅为理解全球产业链的长期演化提供了新的理论透镜,也为政策制定者在“复合危机”时代构建自主可控、安全高效的现代产业体系提供了深层逻辑支持。

【Abstract】 The evolution of global production networks is a historical process marked by the dynamic interaction between endogenous forces pursuing economic efficiency and exogenous forces serving national power and security. In contemporary times, it is characterized by a new feature of blurred boundaries and deep coupling between these two forces. Its evolutionary logic is shifting from an efficiency-oriented focus to one dominated by a “trilemma” where the three conflicting and constraining objectives of efficiency, security, and sustainability prevail. The politicization of technology and the “weaponization” of green rules are core manifestations of this fusion of endogenous and exogenous forces, compelling countries to make difficult trade-offs that have fostered a restructuring pattern characterized by the coexistence of localization, regionalization, and diversification. This conclusion not only provides a new theoretical lens for understanding the long-term evolution of global industrial chains but also offers deep logical support for policymakers in building an autonomous, controllable, secure, and efficient modern industrial system in an era of “compound crises”.

【基金】 国家社会科学基金重点项目“重大突发事件情境下重点产业供应链韧性评估与对策研究”(项目编号:23AZD081);国家自然科学基金面上项目“‘公司—产业—城市’嵌套网络视角下增强产业链应对重大外部事件冲击韧性研究”(项目编号:72173087)的阶段性成果
  • 【文献出处】 社会科学 ,Journal of Social Sciences , 编辑部邮箱 ,2026年01期
  • 【分类号】F113
  • 【下载频次】156
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