全球生产网络（GPNs）与区域发展的动态战略耦合——苏南与苏北韩资汽车行业企业价值捕获轨迹的比较

全球生产网络（GPN）2.0认为实现从低水平到高水平动态战略耦合是区域发展的动因。该分析框架认为应从垂直（组织）和水平（空间）两个维度来分析企业价值捕获轨迹，从而分析特定区域的战略耦合模式。选取62家江苏省韩国投资汽车行业企业，采用GPN 2.0分析框架分析企业价值捕获轨迹，并对比苏北和苏南GPNs和区域发展战略耦合的模式差异。研究发现：苏北处于“结构性耦合”阶段，苏南处于“功能性耦合”阶段。苏北和苏南应该采取不同发展战略，为实现更高水平的战略耦合做好准备。

THE DYNAMIC STRATEGIC COUPLINGS OF GLOBAL PRODUCTION NETWORKS (GPNS) AND REGIONAL DEVELOPMENT: COMPARISON ON FIRM-LEVEL VALUE CAPTURE TRAJECTORIES BETWEEN SUBEI AND SUNAN

This article addresses GPN 2.0 in economic geography. There are significant differences between GPN 2.0 and GPN 1.0 in the explanation on regional development mechanisms. GPN 2.0 divides strategic couplings into 3 modes including structural coupling, functional coupling and indigenous coupling. For GPN 2.0, the coupling processing between GPNs and regions from a low-level to a high-level successfully is the driving force for regional development rather than the simple coupling in GPN 1.0 framework. And there is often a dominant mode of strategic couplings that can be used to characterize regional development trajectories. Thus, GPN 2.0 aims to analyze firm-level value capture trajectories from the vertical (organizational-) and horizontal (spatial-) dimensions in order to examine the coupling modes in different regions. 62 Koreaninvested firms sourcing from the automotive industry in Jiangsu province are selected to make empirical research on firm-level value capture trajectories using the GPN 2.0 analysis framework. And we make some comparison of coupling modes between North Jiangsu (Subei) and South Jiangsu (Sunan). There are some findings as follows:1) Subei is in the stage of ‘structural coupling’. That the GPN of KIA Motor touched down on the ground has shaped an automotive industry cluster in Subei. 2) Sunan is in the stage of ‘functional coupling’. 40 firms in Sunan are captured by multi-sourcing GPNs (both Korean motor and Non-Korean motor) outside the region.