学习笔记｜新质生产力从三个维度推动全球产业链重构
2 1 Shi Ji Jing Ji Bao Dao·2025-06-09 12:20

Core Insights - The article discusses the ongoing global technological revolution and industrial transformation, emphasizing the competition among major economies in high-tech sectors and the opportunities arising from these changes [1] Spatial Dimension - The global industrial chain is becoming increasingly specialized, with emerging markets rapidly developing technological advantages and positioning themselves in future industries [2] - Traditional innovation hubs like the US, Japan, and Germany maintain significant roles in high-tech exports, particularly in the semiconductor industry, with Germany, the US, and Japan ranking second, third, and tenth globally in high-tech exports in 2022 [2] - China is leading in the electric vehicle and 5G sectors, showcasing strong innovation capabilities, particularly in battery, motor, and control technologies, with significant patent growth from domestic companies [2] Supply Dimension - New technologies such as AI, big data, and IoT are enhancing supply chain resilience, impacting interactions between enterprises and their supply chains [4] - The production process is becoming increasingly intelligent, with automation replacing manual labor, improving speed, accuracy, and product quality while reducing energy consumption and waste [5] - Digital platforms are transforming logistics and distribution, leading to a flatter supply chain structure and the emergence of new business models like digital trade [6] Value Dimension - Technological innovation is driving value creation across the industrial chain, with developed countries focusing on high-tech, high-value products while developing countries are integrating into global value chains [7] - Countries like Vietnam are leveraging technology to enhance their value-added exports and move up the industrial chain [7] - Digital innovation is facilitating the optimization and upgrading of industrial chains, with data and digital technologies driving transformation and addressing challenges in the upgrading process [8]