Tesla(US:TSLA) Guo Ji Jin Rong Bao·2025-12-22 01:44Core Viewpoint - The article emphasizes the need for the government to play a guiding role in enhancing the leadership of "chain master" enterprises, improving the resilience and safety of industrial supply chains, and promoting industrial upgrades through collaboration with universities and research institutions [1][6]. Group 1: Current Issues in China's Industrial Chain - China's industrial chain, while complete, faces significant issues of being "large but not strong" and "broad but not deep," with high dependence on foreign core technologies and key components [2]. - The self-sufficiency rate of critical technologies is low, and many strategic industries still rely on imports for essential materials and equipment, weakening the control of "chain master" enterprises over the supply chain [2]. - The collaboration depth among upstream and downstream enterprises is insufficient, with "chain master" enterprises often unable to receive high-end support from small and medium-sized enterprises (SMEs) due to their low value-added roles [2]. - The relationship between "chain leader" (government) and "chain master" (enterprise) is not fully clarified, leading to inefficiencies in policy execution and a lack of effective communication between the government and enterprises [2]. Group 2: Financial Support Challenges - Financial support for "chain master" enterprises and SMEs is currently inadequate, with a heavy reliance on bank loans and low utilization of direct financing methods, resulting in high financing costs [3]. - SMEs face persistent financing difficulties due to a lack of collateral and low credit ratings, limiting their ability to innovate and expand [3]. - The development of supply chain finance is lagging, failing to effectively connect "chain master" enterprises with SMEs, which reduces the efficiency of capital flow within the industrial chain [3]. Group 3: International Experience and Recommendations - The U.S. government supports "invisible champion" enterprises through funding initiatives like the Small Business Innovation Research (SBIR) program, encouraging technological breakthroughs in niche areas [4]. - "Chain master" enterprises in the U.S. integrate SMEs into their ecosystems, enhancing their control over critical supply chain segments [4]. - Recommendations for strengthening China's "chain master" enterprises include establishing collaboration platforms between enterprises and research institutions, creating a cross-regional coordination mechanism, and promoting supply chain finance services [6][7]. - Encouraging "chain master" enterprises to globally allocate resources can lower costs and enhance efficiency, supported by government policies such as tax incentives and financial subsidies for overseas investments [7].