从地方到全球全球价值链框架下集群的升级研究

从"地方"到"全球"是近5年来国际上对产业集群研究视角的新转向。本文首先回顾了学术界强调的"内生生长因素"集群发展观。并揭示现阶段"新区域主义"在产业集群发展出现新状况时,解释力的局限。由此,介绍了目前国际地理学界对"新区域主义"理论的置疑和再思考,同时引入国际上"重视外部资源、把地方经济发展纳入全球产业背景"的新集群发展观。并通过对全球价值链(ValueChains)分析框架的介绍,从理论上探讨国际产业集群研究新动态对中国集群研究的启示。     

半层级式产业集群创新升级影响研究——基于技术权力的视角

论文以集群内部的技术权力体系为研究对象,以典型的LED半层级式制造业产业集群为案例,通过问卷调查方法,突破全球价值链的宏观视角,从集群内部权力的等级形态入手,分析技术权力对集群创新与升级的作用机制。重点分析张江LED产业集群不同发展阶段技术领导企业如何通过直接控制、制定技术标准、环节外包、技术扩散和溢出等手段,实现与地方创新升级之间的相互作用与耦合,总结出发展中国家和地区半层级式产业集群内部的技术权力关系、权力各方的相互作用机制和权力演化方向。     

珠海旅游产业集群的案例研究

在对旅游产业集群理论简要综述的基础上,文章以珠海市为案例,实地调研和深入访谈分析珠海旅游产业集群各要素之间的关系,并构建了珠海旅游产业集群的构成要素示意图,最后利用"钻石模型"评估珠海旅游集群的发展现状。文章充实了国内关于旅游产业集群的实证研究,指出珠海旅游产业集群已经初步形成,并且是一种政府主导型发展模式,但集群要素间进一步的知识和信息联系较少,创新性不足,珠海旅游产业集群属于低端集群,其进一步的完善和升级还需要继续发挥政府的支持和推动作用。     

生产范式变革下集群企业的去地方化研究

在全球化和地方化共同作用下,经济活动的去地方化现象越来越受到关注。与一般的产业转移概念不同,去地方化着重强调企业受到某种作用脱离地方生产网络,进而对地方生产网络产生的影响。目前关于去地方化的研究多集中在欧美国家,且多是基于全球生产网络的视角,而由企业生产范式变革引起的去地方化没有得到应有重视。实际上,在中国沿海地区,集群内创新型企业进行生产范式变革,引起企业去地方化现象十分明显,对地方经济社会产生深刻影响。在此背景下,本文建立生产范式变革、组织协同与企业去地方化的理论架构,分别以东莞鞋业集群和华宏鞋业公司为例,分析鞋业集群和企业在生产范式变革下的去地方化现象,为地方政府更好地制定实施集群政策和产业转移提供理论依据。     

权力集中化、生产片断化与全球价值链下本土产业的升级

全球领先企业的权力集中化和生产的片断化导致价值分配的非均衡,并进一步加剧了全球生产网络中权力结构的不对称。本文提出全球价值链上的权力是一种建立在战略资源基础上的不对称的话语权,并归纳了八种基本的市场权力形式。通过对全球十大工业制成品及服务业的市场份额分析,发现技术能力和品牌能力是全球领先企业市场权力集中的主要根源,也是决定全球价值链上价值分配的决定性因素。嵌入全球价值链有利于发展中国家的本土企业迅速提高生产能力、接近全球市场和技术通道,但是从生产能力到创新能力的升级过程并非自动发生;全球价值链生产片断化带来创新过程的垂直分离和重新整合,发展中国家产业升级的关键在于本土企业的吸收能力和学习速度。     

浙江区域块状经济地理分布特征、绩效及其形成机制研究

浙江区域块状经济这种新型的产业空间集群组织形式的形成和发展并不是一种偶然的经济现象,而且特定历史背景、人文环境及资源压力和市场竞争条件下产生的必然经济运动的结果,是浙江人在培育市场经济过程中探索出来的一种成功发展模式。在中国的浙江,全省86个县、市中有85个县、市拥有地方特色的区域块状经济地理分布特征。按其成因和地理位置可将浙江省"区域块状经济"概括为:环杭州湾平原区位型、浙东南沿海"温州模式"型、浙中金衢盆地资源匮乏开拓型和浙西南地方资源开发型等四大特征分区;对基于产业集群的区域块状经济运行绩效的研究表明,区域块状经济的形成和发展为面广量大的中小企业构筑了一种有效的地域空间模式,对于提高区域工业的竞争力、工业产品的市场占有率、促进浙江市场的繁荣、农村工业化、城镇化发展具有十分重要的作用,与此同时,探讨了基于中小企业与大市场成功对接的浙江省区域块状经济形成机制,提出了中小企业的集群成长及其与市场的成功对接是浙江省区域块状经济形成和发展的动力机制和区域块状经济与农村工业化、城镇化互动发展模式。     

国内旅游产业集群研究的争议评述

目前国内外关于制造业产业集群的研究成果十分丰富,但旅游产业集群的理论研究才刚刚起步,研究视角和方法基本沿用制造业集群的方法,没有专门论述旅游产业集群的特点.国内学者在旅游产业集群的研究中出现了"旅游产业是否适合用产业集群来研究"的讨论.本文在综合评述了各方观点后,认为产业集群理论是一种指导区域提升竞争力、促进创新的理论方法,可以应用于区域旅游业的研究,但是对旅游产业集群的研究必须站在旅游目的地发展的角度,跳出单一旅游产业链的束缚,深入探讨旅游业的自身特征,才能更好的把握旅游产业集群形成和发展的途径.     

旅游产业集群:旅游地理学研究的微观领域

产业集群是近年来经济学、地理学、管理学、社会学等学科共同关注的热点问题,旅游产业集群的研究也开始引起重视。旅游地理学开展旅游产业集群的研究一方面有助于从经济和地理的角度对旅游产业集群集聚机制和空间机理的阐释,另一方面也将弥补旅游地理学对于旅游经济微观主体-旅游企业间联系与空间关系的不足,为旅游地理学研究拓展微观研究领域。本文分析了目前国内外学术界和实践领域对于旅游产业集群的论证以及对旅游产业集群概念的阐释和旅游产业集群理论的研究,提出了旅游地理学对旅游产业集群研究的必要性,认为旅游地理学研究旅游产业集群具有综合性、空间性和应用性等学科优势,最后指出旅游地理学研究产业集群主要应从旅游产业集群的形成机理分析、旅游产业集群内企业的竞合关系与创新机制、旅游产业集群的空间结构和布局以及旅游产业集群与区域经济的关系等方面入手,并应通过大量案例支撑理论研究。     

产业集群的识别与选择分析——基于陕西省产业集群的研究

产业集群现已成为发展区域经济和增强区域竞争力最有效的途径之一。然而,如何识别和选择产业集群则是困扰决策者和研究者的主要技术问题。本文在分析国内外产业集群相关研究方法的基础上,以陕西省为例,综合应用LQ法和基于投入产出表的主成分分析法,尝试性地进行了区域产业集群的识别与选择研究,结论显示LQ法和基于投入产出表的主成分分析法可以很好地体现产业集群的"空间联系"和"功能联系"。     

经济增长放缓背景下旅游产业升级与整合的辩证

自2008年金融危机以来,中国经济整体呈现放缓趋势,旅游业首当其冲受到影响,尤其是入境旅游人数不同程度的减少。在这种背景下,中国旅游产业该注重产业的转型升级还是旅游产业的整合是一个需要认真思考的问题。本文通过对旅游产业升级的条件一一进行分析指出,目前中国旅游产业应更加注重旅游产业的整合,尤其是旅游产业集群的整合与发展。自2008年金融危机爆发以来,在金融危机的冲击和后续影响下,全球需求持续疲软,全球经济增长整体出现放缓趋势。与此同时,中国经济虽然整体仍然增长较快,远高于全球平均     

External Ties and the Reduction of Knowledge Asymmetries among Clusters within Global Value Chains: The Case of the Ceramic Tile District of Castellon

Classical industrial districts' literature is not focused on the role played by external ties but gives more importance to the local districts' endogenous development. Global value chains connect clusters to other external agents through external linkages and constitute a framework to analyse the complex inter-linkages between clusters and other external agents. In the field of the external ties and the global value chain approach Academia is primarily focused on the ties which link clusters in developing nations to global markets, although global value chains also consider connections between clusters in similar activities and even when both are located in developed nations. Thus, external linkages are mainly performed by multinational enterprise (MNE) affiliates which play fundamental role of knowledge diffusers and absorbers in the process of knowledge exchange throughout global value chains. The work examines the process of knowledge exchange between clusters through external ties using the global value chain approach. For this purpose, empirical work is conducted with 22 face-to-face interviews to provide a case study about a leading cluster in the global ceramic tile industry. Results show that the basic knowledge to successfully compete is locally originated, although it can be complemented with global knowledge learnt or generated in other territories. MNE affiliates bridge structural holes through external ties and reduce knowledge asymmetries within global value chains. External ties on network-based governance chains exist, matter and affect clusters allowing upgrading even between developed nations.     

Three worlds of global value chains: multiple governance and upgrading paths in the Korean animation industry

Cultural production is increasingly fragmented and dispersed organizationally and geographically as a result of growing offshore outsourcing within and across firms, giving rise to global value chains (GVCs). Yet, a GVC perspective has been applied limitedly to the study of cultural industries without serious consideration of inter-firm governance structure and its consequences on upgrading. Building upon the GVC literature on multiple governance structure, this paper examines three GVCs in Korea with distinctive governance forms: U.S. outsourcing chains, Japanese outsourcing chains, and international coproduction chains. The two outsourcing chains exhibited marked differences in various governance dimensions with distinctive upgrading patterns. International coproduction chains emerged as an alternative pathway of upgrading after the rapid decline of outsourcing exports, posing unique opportunities and challenges to firms and policy-makers. The findings are discussed in the context of multiple governance structure in GVCs and its implications to upgrading in networked global cultural production.     

农区产业集群、网络与中部崛起

我国中部六省地区由于多种原因在全国区域经济格局中已经成为了"经济增长速度的相对塌陷地区",实施"中部崛起"战略是学术界、中央和地方政府达成的共识。本文在分析中部地区存在问题的基础上提出,实施产业集群战略、创建本地企业网络是实现中部崛起的有效途径。发展农区产业集群可以提高集群企业和区域产业的竞争力,推动农村工业化和城镇化进程,促进县域经济的发展。而企业之间的网络联系是产业集群的本质特征,培育产业集群必须从创建企业网络入手。最后,本文对如何在中部农区培育产业集群、创建企业网络作了探讨。     

Global Value Chains,Industrial Policy and Economic Upgrading in Ethiopia's Apparel Sector

This article examines whether low-income countries can still benefit from participating in manufacturing global value chains (GVCs) in terms of broader industrial development in a global context of greater competition and higher requirements. It contends that developing internationally competitive local firms and domestic linkages, in addition to upgrading, is crucial for participation in GVCs to drive industrialization. The study focuses on Ethiopia's recent experience with developing an apparel export industry through strategic industrial policy. Based on original empirical data collected through firm-level surveys and interviews with government officials, industry experts and buyers, the article analyses the upgrading and localization trajectories of foreign and local apparel-exporting firms. It argues that value-capture benefits in assembly positions in apparel GVCs have become more difficult. The potential for localization benefits depends on the type of global buyers and foreign producers and their levels of embeddedness, but whether this potential is realized also depends on local firm characteristics and related industrial policy. Ethiopia's industrial policy has been relatively successful regarding national economy linkages, but less successful in developing competitive local export firms due to a weak local manufacturing tradition combined with a global context that has led to a supplier squeeze.     

Linking Up to Development? Global Value Chains and the Making of a Post‐Washington Consensus

Over the last decade, the global value chain (GVC) approach, with its associated notions of chain governance and firm upgrading, has proliferated as a mode of analysis and of intervention amongst development institutions. This article examines the adoption and adaptation of GVCs at four multilateral agencies in order to understand the purchase of value chain approaches within the development field. Mixing GVC perspectives with other theoretical influences and applied practices, these institutions deploy value chain frameworks to signal a new generation of policies that promise both to consolidate, and to advance beyond, the market fundamentalism of the Washington Consensus. To achieve this, value chain development frameworks craft interventions directed toward various constellations of firm and non‐firm actors as a ‘third way’ between state‐minimalist and state‐coordinated approaches. The authors identify key adaptations of the GVC framework including an emphasis on value chain governance as an instrument to correct market failure in partnership with state and development agencies, and upgrading as a de facto tool for poverty reduction. They find that efforts are ongoing to construct a ‘post’ to the Washington Consensus and that the global value chain is enabling this process by providing a new language and new object of development intervention: ‘the chain’ and the local–global linkages that comprise it.     

旅游目的地联合营销网络的构建

如何有效地实施目的地营销,是发展区域旅游经济过程中面临的重要挑战。本文认为构建联合营销网络是解决这一问题的有效途径。据此,本文整合包括价值网络,资源依赖,制度观点等多种理论,说明了构成联合营销网络的主体类型及其功能,建立一个四阶段的网络的演化过程,最后对于网络治理机制的选择问题进行了分析和讨论。