跨国公司地方嵌入新视角:基于地方劳工市场的研究进展与理论思考

20世纪90年代以来,跨国公司地方嵌入研究相对聚焦于资本密集型或技术密集型企业,而需要大量非熟练工人的劳动密集型跨国企业并未引起足够关注,建立在产业联系、技术外溢、社会网络等核心概念基础上的跨国公司地方嵌入分析框架很显然不能很好地解释劳动密集型跨国公司地方嵌入的理论与实践问题。在劳工地理学、新经济地理学等学科背景下,基于全球生产网络、关系嵌入、空间修复等核心概念,研究分别从劳工能动性的空间尺度、跨国公司地方嵌入的劳工要素、劳工管控对跨国公司的地方嵌入、区域劳工景观的空间修复等视角出发,系统梳理相关研究进展并提出未来主要研究议题,包括如何识别劳工供需因素对跨国公司地方嵌入的影响机制,如何剖析特殊劳工管控体制下劳工空间实践与能动性的关系,如何刻画跨国公司地方嵌入对区域劳工经济地理景观的影响,如何总结跨国公司地方嵌入与区域发展的战略耦合模式等。     

Hypermobility and the governance of global production networks: The case of the Canadian cycle industry and its links with China and Taiwan

Western firms engaged in mass retailing and in product assembly make frequent changes to their global production networks (GPNs). Indeed, some GPNs show a tendency to hypermobility, which we define as a rapid switching of economic links among manufacturers, importers, and retailers. This theme is explored in the context of the Canadian bicycle industry where domestic production collapsed between 1980 and 2008, following a century of remarkable stability. After a period of flux when Taiwan was the key player, China has emerged as the dominant original equipment manufacturer (OEM) of bicycles sold in Canada, with big‐box stores accounting for the great majority of sales. We connect this increasing fluidity in supply arrangements and in the global organization of the industry with the governance of these GPNs. Several aspects of governance are considered, including the Sloanist practices of the largest Canadian retailers, and the activist role of the Chinese state in directing regional patterns of manufacturing in China.     

Tourism global production networks and uneven social upgrading in Kenya and Uganda

This paper addresses how the growth of tourism global production networks (GPNs) based in Kenya and Uganda created uneven social upgrading outcomes for workers and communities. A tourism GPN and social upgrading framework follows a global political economy approach to analyzing tourism development and labor in diverse tourism geographies. Two tourism GPNs are investigated: Mombasa, Kenya, and Murchison Falls National Park, Uganda. Four main findings emerge: (1) governance relationships between tour operator and accommodation firms directly impacted social upgrading outcomes for hotel workers and indirectly for excursion workers; (2) excursion workers and community members had precarious connections to tourism GPNs; (3) public governance and collective power were key components to social upgrading while supporting its unevenness; and (4) societal embeddedness constructions around gender and regional space influenced worker and community social upgrading potential. Social upgrading is shaped by a confluence of firm, institution, geography, and labor conditions that differentially materializes in specific tourism GPN arrangements.     

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。     

Organising regional production networks in Southeast Asia: implications for production fragmentation, trade, and rules of origin

The globalisation of economic activities has fundamentally reshapedthe relationships between production and trade. The cross-borderproduction activities of transnational corporations (TNCs) havenot only deepened spatial divisions of labour, but also complicatedour understanding of international trade patterns. The developmentof intricate regional production networks by global corporationshas major implications for production fragmentation, internationaltrade, and rules of origin in the global economy. Empiricallygrounded in a study of regional production networks controlledby Singapore-based TNCs, this paper aims to make a modest contributionto the emerging literature on production fragmentation and rulesof origin. Based on an analysis of empirical data from a surveyof 63 parent Singapore-based manufacturing TNCs that have cross-borderoperations in Southeast Asia, I found that their spatial productionfragmentation is rather limited. Most of their Southeast Asiansubsidiaries cater to local markets, or manufacture components/partsfor the regional production facilities of their major globalcorporation customers. I also consider the implications forbusiness strategies and public policies in relation to productionfragmentation and rules of origin in Southeast Asia.     

The Economic Geography of the Meso-global Spaces: Integrating Multinationals and Clusters at the Local–Global Level

The local–global phenomenon literature is fragmented between the fields of international business and economic geography (EG). In the case of the latter, the literature, produced within the global production networks (GPNs) and global value chain frameworks, does not address the central role of firms, especially multinationals which co-locate and connect territories along GPNs. This paper develops a cross-field conceptual integration in order to enrich the EG perspective, using qualitative research methodology to test the framework. The results have important implications for scholars and policymakers.     

Firm agency and global production network dynamics

The Global production networks (GPN) framework has been influential in the analysis of globally coordinated economic arrangements. However, research on GPNs tend to focus on a well-established industries and their existing governance structures with a very little attention to the temporality and changes in these networks and their governance structures. Specifically, despite the central role of ‘lead-firms’ in GPNs, the literature lacks a clear depiction of their competitive and evolutionary trajectory. In response, this paper is concerned with (re)opening the ‘black-box’ of firms and showing how lead-firms’ strategies and practices shape the evolutionary dynamics of GPNs. The paper argues that changing lead firm strategies play a crucial role in shaping the evolution of GPNs, reflecting changes in the industrial and/or business and institutional environments. The paper investigates the Danish, multinational energy company, Ørsted, and discusses the importance of accounting for firm dynamic capabilities, i.e. intra-firm practices and extra-firm (evolutionary) dynamic drivers, in analytical frameworks that analyse GPN dynamics and industries. Lead-firm strategies are shaped by firm-specific capabilities, industry-specific competitive dynamics, and institutions. Accordingly, GPNs’ evolutionary process can be understood as an adapting and/or response mechanism by lead-firms to changes in local and international business as well as multi-scalar institutional environments.     

Capturing gains by relocating global production networks: the rise of Chongqing’s notebook computer industry, 2008–2014

In 2008 a new notebook manufacturing cluster was established in Chongqing in western China. By 2013 it accounted for some 25% of world output by volume. Chongqing’s ability to attract this manufacturing supply chain was driven by several factors that permitted strategic coupling: the existence of complex networks of cooperation and economies external to the firm but internal to contemporary global production networks; changed conditions in southeast and east China; and the creation by Chongqing Municipal People’s Government with central state support of hard and soft infrastructures and externalities that drove down logistic and production costs and permitted constant product innovation.     

BEYOND THE GPN–NEW REGIONALISM DIVIDE IN CHINA: RESTRUCTURING THE CLOTHING INDUSTRY,REMAKING THE WENZHOU MODEL

This article attempts to advance the research on industrial districts and regional development through a study of the restructuring of the clothing industry in Wenzhou Municipality, a regional driver of the Chinese economy. Wenzhou is known for the Wenzhou model of development traditionally centred on family‐owned small businesses embedded in local institutions. The clothing industry is one of the leading industries in Wenzhou, and a cluster with national significance has emerged, where most of the production components can be purchased locally. However, the industry has been scaled up nationally and internationally, with the expansion of sales networks and production facilities across China, and to a lesser extent, abroad. This restructuring has changed the endogenous nature of industrial clusters/districts. The restructuring challenges the orthodox notion of the Wenzhou model and the New Regionalism literature, particularly the orthodox notion of Marshallian industrial districts that overly emphasizes small firms and local assets, and the global production network perspective that highlights coupling with global lead firms in regional development.     

THEORIZING GLOBAL BUSINESS SPACES

Over the last decade, geographers have paid a great deal of attention to transnational firms (TNCs) and global production networks (GPNs) in the global economy, to the emergence of a mobile transnational business class and also to the development of global or globalizing cities. All three literatures have made important contributions to understanding the spatiality of global economic activity, but each adopts a fairly discreet theoretical and empirical focus. This article aims to outline a number of theoretical dimensions for thinking about how these key strands to the globalization debate can be brought together through the concept of global business spaces. It will propose a framework for understanding the spatialities of global economic activity that seeks to capture the complex interaction of material, social, organizational and virtual spaces that form the context through which it is constituted. With reference to business travel as a key form of economic practice which plays a central role in (re)producing these spaces, it assesses how these emerging spaces of global economic activity present problems for the conceptual categories commonly used by both urban and economic geographers. In so doing, it proposes a series of ways in which a different research agenda can produce new insight into the complex forms of social practice at the centre of global economic activity.     

China's Shoe Manufacturing and the Wenzhou Model: Perspectives on the World's Leading Producer and Exporter of Footwear

A U.S.-based geographer and specialist on China advances his research on industrial districts and regional development by presenting a 2008 study of shoe manufacturing in Wenzhou (a major center in the world's largest footwear producing and exporting country). More specifically, the author examines how the model of economic development pioneered in Wenzhou (the Wenzhou model) has been transformed in an effort to meet the challenges posed by the global economy. He argues that the scaling up of Wenzhou's footwear industry, through the expansion of sales networks and factories across China and abroad, indicates that other adaptable city regions can overcome similar obstacles. The author challenges both the New Regionalism literature focused on local institutions and assets, as well as perspectives that overemphasize the benefits of globalization and global production networks. Journal of Economic Literature, Classification Numbers: O100, O140, O180. 2 figures, 3 tables, 60 references.     

产业集群理论的争论、困惑与评论

产业集群理论是近年来在学术界及政策界影响较大的理论之一。但产业集群理论仍是发展中的理论,在国外有很大的争论。本文介绍了西方学者对产业集群的争论,重点分析了产业集群空间界限及划分、产业集群与产业演化及区域发展、产业集群与全球化及产业政策方面存在的问题,在此基础上,进行了理论评述。     

The role of path-dependence in the resilience of EU regions

The paper studies the role of path-dependence in the resilience of EU regions. Particularly, employing a nonparametric analysis, the paper demonstrates that historical adjustments of EU regions materialized by productivity improvements, primarily in the manufacturing sector and incidentally in the sectors of construction, financial and non-market services, during the period 1995–2008 secured high(er) levels of regional resilience during the economic crisis period 2008–2013. Such a finding provides implications not only for theory but also for policy. Policies aiming at boosting regional productivity and competitiveness, which through a positive regional performance of high growth rates is concealed, a well-structured and robust production restructuring, might affect regional resilience in a way that shields regional economies not only from current imbalances but also from any future downturns.     

Regional Competitiveness in Central European Countries: In Search of a Useful Conceptual Framework

The goal of this discussion paper is to examine the relevance of selected influential theoretical and conceptual approaches to regional competitiveness for specific geographical and institutional contexts of Central European (CE) regions. We argue that strategic documents and policies (both nation- and region-wide) in CE countries are based on un-critical applications of a few popular concepts of competitiveness that were originally proposed and mainly applied in Western European and US regions. Existing empirical evidence documents a strong role of exogenous factors of competitiveness in CE regions, the in-house character of firm innovations and weak demand for innovations, and other impediments of R&D collaboration. We suggest that these (and other factors) limit the applicability of concepts such as regional innovation systems and Porterian clusters in the context of many CE regions. On the other hand, we argue that some other concepts such as the global production networks perspective or related variety and economic complexity can provide some relevant and inspiring frameworks for analysing regional competitiveness in CE countries.     

MAKING CHAINS THAT (UN)MAKE THINGS: WASTE–VALUE RELATIONS AND THE BANGLADESHI RUBBISH ELECTRONICS INDUSTRY

There is growing empirical and theoretical interest in post‐consumption activity that results in the capture and creation of value from waste in the global economy. This article engages with two dominant approaches to tracing the capture and creation of value, global value chains (GVCs) and global production networks (GPNs), and their shared call to examine waste disposal and recycling. Using non‐participant observation, semi‐structured interviews, and a survey we examine what happens to the products of one of GVCs ‘and GPNs’ paradigmatic industries, electronics, when they are labelled e‐waste and are imported into Dhaka, Bangladesh, as rubbish electronics. Rather than wasting and final disposal predominating, our research documents a substantial rubbish recovery economy that captures and creates value anew. Consequently, we argue that both GVC and GPN approaches must rethink how they theorize the capture and creation of value.     

China and the emerging regional order in the South Pacific

As China rises, it has become increasingly aggressive in applying its soft power in the Pacific. What does China's arrival mean for the emerging regional order in the Pacific? What is it up to in the strategic backwater of the Pacific, which has traditionally been regarded as an ‘American lake’ and Australia's ‘special patch’? Setting my analysis in the broad context of China's new global diplomacy, I argue that the pattern of China's assertive behaviour in the Pacific is no different from its approach to other regions in the global South. I further argue that with only limited strategic, diplomatic and economic investment in the Pacific, China has become a regional power by default. The arrival of China, therefore, is unlikely to provoke any new round of great power competition. Rather, it offers opportunities for the world's second most formidable development challenge.     

'Globalizing' regional development: a global production networks perspective

Recent literature concerning regional development has placed significant emphasis on local institutional structures and their capacity to 'hold down' the global. Conversely, work on inter-firm networks – such as the global commodity chain approach – has highlighted the significance of the organizational structures of global firms' production systems and their relation to industrial upgrading. In this paper, drawing upon a global production networks perspective, we conceptualize the connections between 'globalizing' processes, as embodied in the production networks of transnational corporations, and regional development in specific territorial formations. We delimit the 'strategic coupling' of the global production networks of firms and regional economies which ultimately drives regional development through the processes of value creation, enhancement and capture. In doing so, we stress the multi-scalarity of the forces and processes underlying regional development, and thus do not privilege one particular geographical scale. By way of illustration, we introduce an example drawn from recent research into global production networks in East Asia and Europe. The example profiles the investments of car manufacturer BMW in Eastern Bavaria, Germany and Rayong, Thailand, and considers their implications for regional development.     

重申全球化时代的空间观:后现代地理学的理论与实践

"空间"是人文地理学研究的核心概念。全球化时代,空间概念的内涵与外延都发生了重要变化。本文通过重述后现代主义哲学、当代城市与区域空间重构的社会实践、当代人文地理学前沿理论三者之间相互印证的理念与事实,重申全球化时代的空间观为空间与社会辨证统一的后现代空间观,并阐述了其对当代人文地理学研究的重要意义。     

Multinational Knowledge Strategies,Policy and the Upgrading Process of Regions: Revisiting the Automotive Industry in Ostrava and Shanghai

This paper revisits how and why new multinational knowledge-based strategies and multi-level governmental policies influence the upgrading process of regions in developing economies. Automotive multinationals traditionally exploited local asset conditions, but it is shown that they have also been contributing to knowledge-generation systems via investments in R&D centres and cooperation with regional knowledge producers. We discern three elements of the upgrading process of regions—upgrading of domestic firms, subsidiary evolution and establishment of strategic relations with local knowledge institutes—to analyse two case studies: Ostrava (Czech Republic) and Shanghai (China). The cases show that all types of upgrading—product, process, chain and functional—have taken place in the last years, and that follow sourcing may have a positive impact on regional upgrading. These observations provide lessons for governments in developing economies which aim to strengthen innovation-based regional development.     

关系邻近性视角下的海外华商与侨乡经济——以改革开放后广东潮汕地区为例

论文以传统侨乡潮汕地区改革开放40年来的产业经济发展进程为例,借助经济地理学中关于"邻近性"与全球化区域发展理论的前沿研究,通过比较海外华商在侨乡经济发展不同阶段扮演的角色,探究了海外华商影响侨乡经济的机制。研究发现,与海外华商建立的关系邻近性,曾经是侨乡嵌入全球生产网络的关键,为侨乡带来外资并引领了出口型经济。20世纪90年代中期以后,海外华商对潮汕地区产业发展的影响从重要到式微,反映了关系邻近性可能为其他类型的邻近性所取代。近年来,潮汕地区出现的新现象,则暗示关系邻近性有重新发挥作用的潜力。全面理解华侨华人对中国区域经济的动态影响,需要我们跳出"侨乡"的局限,从全球化以及区域发展的角度加以解读。