长三角制造业转型升级的粘性机理及其实现路径——基于“微笑曲线”成因的视角

利用"微笑曲线"指导制造业的转型升级已经成了众多研究者的选择,且得出的结论基本都是制造业要转型升级就要向两端攀升,而对"微笑曲线"成因的研究则较为鲜见。用创新论、劳动论、市场论阐释了"微笑曲线"的成因,并以此作为突破影响长三角制造业转型升级粘性的基础理论,指出长三角制造业转型升级的路径为:遵循竞争优势理论,针对应该重点发展的制造业,根据劳动的复杂程度以及产品是否有标准接口对制造业进行分类,继续做好做优精细复杂的行业、转移出去粗放简单的行业,同时,还应该积极促进产业融合,发展新兴产业,在积累的基础上实现转型升级。     

EXTERNAL CONTROL OF NONMETROPOLITAN INDUSTRY IN KENTUCKY

The organizational separation of management and other quaternary activities from production operations in American manufacturing has resulted in a divergent pattern of production and headquarter locations. We examine the external control relationships that arise from this separation between headquarter location and branch plant operations in nonmetropolitan Kentucky. Although corporate headquarters have diffused to the Sunbelt, no shift was found in the corporate control of branch plants in Kentucky. Nonmetropolitan manufacturing in Kentucky was oriented toward the metropolitan centers of the traditional manufacturing belt rather than the newer corporate centers of the South. Also control relationships are more likely to be local among smaller factories. Large plants having more autonomy in production or producing finished goods were more likely to be owned by a distant firm located in a large SMSA.     

THE NEW INTERNATIONAL DIVISION OF LABOR AND DEBT CRISIS IN THE THIRD WORLD

The advanced capitalist ccuntries are undergoing an industrial devolution as remarkable as the industrial revolution of the nineteenth century. The removal of high-paying jobs through automation and geographical migration destroys the main market of the center and precipitates debt crises in newly industrialized countries of the periphery which have followed export-oriented growth policies. This results in a new, internationalized form of the crises of iate capitalism and provides a new institutional foucs for crisis in the international banks. The paper examines this global process from the perspective of the geography of class struggle.     

上海外资生产空间演变及影响因素

利用2004 年经济普查数据对上海制造业外资企业的空间分布、区位选择及其空间效应进行了研究。空间分布结果表明,20 世纪90 年代以来,上海外资企业在分布上表现出明显的郊区化和向近郊区局部地区(尤其是园区和新城) 集聚的特征,并形成了沪西南、浦东和沪西北3 大集聚区;制造业外资企业的分散和集聚推动了上海外资生产空间的郊区化重组。对制造业外资企业区位选择影响因素的分析显示：上海制造业外资企业区位选择是经济全球化与地方政府互动的过程;具体来说,传统区位因素作用在逐渐减弱,制度因素和集聚因素的作用在不断增强;制度因素内部产业优惠政策对外资的吸引力强于空间优惠政策,而国家级园区优惠政策对制造业外资企业(尤其是高技术外资企业) 的吸引力则强于市级园区,上述研究对上海未来的产业及外资引进政策都具有重要的参考意义。     

“互联网+”对中国制造业就业的影响

基于中国工业企业数据库和阿里巴巴平台数据,从企业和行业两个层面考察“互联网+”对中国制造业就业增长的影响。结果显示,就企业层面而言,“互联网+”阻碍了制造业企业的就业增长。具体分企业规模来看,“互联网+”能够促进大型企业就业增长,但对小微企业起到一定抑制作用。就行业层面而言,“互联网+”程度加深对行业就业增长产生负面影响。从产业集聚来看,地方专业化、产业多样化和产业内竞争三类集聚动态外部性显著促进企业就业增长和行业就业增长,但地方专业化和产业内竞争会阻碍“互联网+”对行业就业带动作用的发挥。此外,“互联网+”和产业集聚的就业影响具有地区差异性。     

Maquiladora Myths: Locational and Structural Change in Mexico's Export Manufacturing Industry

Trends in location, labor force, and procurement practices in maquiladoras are examined using recent data sources. A growing proportion of maquiladoras are selecting interior locations, south of the borderlands. Once dominated by young women, the labor force is rapidly approaching gender parity. While far below prevailing rates in the United States, maquiladora wages are comparable with equivalent manufacturing sectors in Mexico. Majority ownership of maquiladoras is split almost evenly between Mexico and the U.S., however, maquiladoras have failed to develop domestic sources of materials and parts and remain dependent on imported material inputs. As the North American Free Trade Agreement is phased in, the regulatory environment of maquiladoras will change but their role as low cost assembly specialists will persist.     

从锈带到先进制造业集群：资源型经济转型及高质量发展的路径探析

资源型经济转型是我国经济高质量发展及区域协调发展的重要掣肘和关键突破口,同时先进制造业集群已成为提升全球竞争力和创新能力的区域根基。本文主要结合德国德累斯顿区域和美国阿克伦城市群从锈带到世界级先进制造业集群的发展历程,剖析其资源型经济转型及集群化高质量发展的共性路径特征,总结其经验启示。研究发现,区域发展过程是路径创造与演化的过程,德累斯顿区域和阿克伦城市群均持续专注于一到两项界限分明的科技创新建立区域转型发展的磁极,本地蜂鸣与全球网络以及二者之间的互动是转型发展的主导力量;采用以主体多元化、领域跨界化、结构扁平化、组织开放化为主要特征的网络化创新组织模式,有效推动形成了政产学研用协同创新共同体和创新型产业集群;空间组织形态兼顾本区域的地理空间集聚和跨区域的集群间协作;集群组织等网络化协作组织在促进本地技术创新网络、跨区域协同合作网络以及本地-全球互动网络构建和发展中发挥着非常重要的“织网人”作用。建议我国资源型经济区域全面对接国家创新驱动发展战略及集群策动战略,专注于一到两项界限分明的科技创新,以本地根植性为聚集核,以培育发展创新型产业集群为导向,制定区域经济转型与集群化高质量发展的完整路径,同时加快建立集群组织、联盟组织等网络化协作组织,通过其“织网人”和“粘合剂”作用推动构建本地技术创新网络和全球协同创新网络,推进区域发展路径的演化与转型。     

上海计算机产业转移及其对区域经济影响

自2008年全球金融危机之后,全球生产网络重组对中国区域经济的影响日益浮现。上海计算机制造业持续向重庆等地转移,重构了该行业全球生产网络的基本格局。利用上海市投入-产出表以及中国工业企业数据库、企业年报等,采用结构分解等方法分析上海计算机制造业产业变化,结合制造业多样性指数等指标,评估产业转移对区域经济的影响。研究发现：① 上海计算机产业被锁定在全球价值链低端的组装制造环节,2007—2012年,增加值率（增加值与总产出的比值）从7.38%下降为4.29%;劳动者报酬占增加值比例从22.06%上涨为67.97%,推动产业对外迁移。② 受上海市产业转移和国际市场低迷等因素影响,2007—2012年,上海计算机制造业总产出减少了483.9亿元。③ 制造业多样性指数较高的浦东新区受到计算机产业转移的影响较小,制造业多样性指数相对较低且计算机制造业占制造业总产值比例较高的闵行区、松江区在一定时期内仍然面临着计算机产业转移的负面影响。为了降低全球生产网络“去耦合”的冲击,提高区域经济的韧性,上海需要从全球生产网络的成熟产品生产平台转型为新产品研发创新枢纽,提高劳动生产率和产业增加值率,推动产业结构多样化。     

Industrial Land Development and Manufacturing Deconcentration in Greater Jakarta

Abstract

Industrial land development has become a key feature of urbanization in Greater Jakarta, one of the largest metropolitan areas in Southeast Asia. Following Suharto's market-oriented policy measures in the late 1980s, private developers have dominated the land development projects in Greater Jakarta. The article investigates the extent to which these private industrial centers have effectively reduced the domination of Jakarta in shaping the entire metropolitan structure. The analysis indicates that major suburban industrial centers have captured most of the manufacturing employment that has dispersed from Jakarta. The industrial centers have now increasingly specialized and diversified. It is likely that a polycentric metropolitan structure will emerge in the future.     

上海城市功能的转型:从全球生产系统角度的透视

本文首先回顾了价值链与全球生产系统的研究进展，结合跨国公司最新发展趋势对全球生产系统特征进行了总结；其次以改革开放以来上海对外贸易结构的改变，描述了90年代以来上海在全球生产系统分工中的变化，认为出口产品结构的转型并没有真正改变上海在国际劳动分工中处于低端环节的地位；最后就上海建设世界城市的差距与优势进行了总结，提出全球化发展的外部力量和地方化响应的内部力量将是上海发展世界城市的两个重要驱动力。