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产业结构高度化与协调化是产业结构升级的目标,现有的产业结构理论是建立在标准产业结构的经验形式之上(以钱纳里为代表),反映在产业政策上是以政府为主体进行倾斜式的资源配置,着重于物质要素的投入,较少注重企业的知识创造与转化,因此,企业的核心能力与动态能力并没有得到提升,产业结构升级的效果并不理想。在经济系统复杂化、全球化、信息化与有限理性的约束下,企业知识与技术成为产业结构演变的基础,必须重新思考产业结构的基础理论、升级思路与政策导向。模块化为达到产业结构升级的两个目标提供了较好的路径和启示。首先,模块化通过期权价值、功能模块或系统(结构)创新、隐性知识的创造促进产业的高度化。其次,模块企业之间通过合作价值导向、规则(显示知识)治理、任务矩阵与知识创造、转化与整合促进产业协调,由此促进了产业螺旋式升级。作为发展中国家的中国,企业应综合考虑内外部资源,积极融入全球产业链,寻求产业链的升级;政府仍应发挥积极作用,制定以市场为基础、促进竞争的新式产业政策。
The industrialization is highly targeted and industrialized. The existing industrial structure theory is based on the empirical form of standard industrial structure (represented by Chinarial), which is reflected in the fact that the industrial policy is mainly government Therefore, the core competence and dynamic capability of enterprises have not been improved, and the effect of industrial upgrading is not satisfactory. With the complicated economic system, globalization, informationization and limited rationality, the knowledge and technology of enterprises have become the basis of the evolution of industrial structure. We must rethink the basic theory, promotion ideas and policy orientation of industrial structure. Modularity provides a good path and inspiration for achieving the two goals of industrial upgrading. First of all, modularity promotes the industrialization through the creation of option value, functional module or system (structure) innovation and tacit knowledge. Second, the module enterprises promote the industrial coordination through cooperation value orientation, rule (display knowledge) governance, task matrix and knowledge creation, transformation and integration, thus promoting the industry spiral upgrade. As a developing country, China should comprehensively consider internal and external resources, actively integrate into the global industrial chain and seek industrial chain upgrades. The government should still play an active role in formulating a new industrial policy based on the market and promoting competition.