经观社论｜开放创新的生态才是“杀手锏”

Core Viewpoint - A healthy and open supply chain ecosystem ultimately benefits all participants, including today's market leaders, and the competitiveness of this ecosystem determines how far leading companies can go [1]. Group 1: Supply Chain Dynamics - The article discusses the "either-or" phenomenon in supply chains, particularly highlighted by the competition between DJI and Yingshi, which is not unique to the drone industry but prevalent across various sectors like consumer electronics and home appliances [2]. - The discussion emphasizes the importance of a competitive environment and innovation ecosystem to support China's transition from a manufacturing giant to an advanced manufacturing power [2]. - Leading companies seek influence over supply chains for valid business reasons, and the practice of exclusive agreements should be analyzed on a case-by-case basis [2][3]. Group 2: Risks of Over-Control - Short-term strategies that enhance control over supply chains may hinder competitors' access to resources, but long-term implications could obstruct knowledge flow and weaken innovation capabilities across the supply chain [3][4]. - The true competitiveness of Chinese manufacturing is rooted in a complete, collaborative, and resilient industrial system, supported by numerous small and medium enterprises [4]. Group 3: Recommendations for Improvement - To escape the cycle of "involution" and zero-sum competition, collaboration and restraint among regulatory bodies, leading companies, and suppliers are essential [4][5]. - Clearer rules are needed to define the boundaries of monopoly and unfair competition, protecting smaller participants while regulating market leaders to avoid endless commercial disputes [5]. - Companies should explore tiered supply chain cooperation models, maintaining openness for standardized components while protecting core proprietary technologies [5].