产业链供应链安全韧性

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智库要论 | 赵忠秀:“十五五”产业链供应链发展:在开放与创新中筑牢安全韧性
Sou Hu Cai Jing· 2025-07-07 00:44
Group 1: Industry Resilience and Trade Dynamics - The adjustment of foreign trade structure highlights the stability of China's industrial chain, with equipment manufacturing exports reaching 6.22 trillion yuan, accounting for 58.3% of total exports in the first five months of 2025 [3][19] - Emerging products such as industrial robots and electric vehicles are leading growth, reflecting an increase in the "new" and "green" content of foreign trade [3][19] - Trade cooperation with countries along the Belt and Road is deepening, with trade volume surpassing 50% for the first time in 2024 [3][19] Group 2: Foreign Investment Trends - Foreign investment is increasingly directed towards technology-intensive industries, indicating an upgrade in supply chain cooperation [4][19] - In the first five months of 2025, actual foreign investment in China reached 358.19 billion yuan, with high-tech industries attracting 109.04 billion yuan [4][19] - Notable growth in foreign investment includes a 146% increase in e-commerce services and a 74.9% increase in aerospace manufacturing [4][19] Group 3: Digital Transformation and Economic Integration - The digital economy's core industries accounted for 10% of GDP in 2024, achieving the target set in the 14th Five-Year Plan one year ahead of schedule [5][19] - Digital technologies are increasingly integrated into various sectors, enhancing supply chain responsiveness and market competitiveness [5][19] - Knowledge-intensive services now represent 38.5% of total service exports, indicating strong growth potential [5][19] Group 4: Institutional Opening and Global Value Chains - The removal of all foreign investment restrictions in the manufacturing sector demonstrates China's commitment to investment liberalization [7][19] - By 2024, actual foreign investment in the manufacturing sector exceeded 220 billion yuan, with high-tech manufacturing accounting for 11.7% [7][19] - The expansion of service sector openness has been significant, with 50.2% of foreign investment in services concentrated in 11 cities [7][19] Group 5: Innovation and Strategic Industry Development - Enterprises are increasingly recognized as the main drivers of innovation, with over 75% of R&D investment coming from them [10][19] - Central enterprises are forming innovation alliances in strategic emerging industries, focusing on overcoming key technological challenges [11][19] - The establishment of 178 national high-tech zones is fostering the growth of high-tech enterprises and new industries [11][19] Group 6: Internal and External Trade Integration - The construction of a unified national market is progressing, facilitating smooth resource flow and breaking down local protectionism [12][19] - The establishment of overseas economic and trade cooperation zones is enhancing international capacity cooperation [12][19] - These efforts are significantly improving the resilience and risk resistance of China's industrial and supply chains [12][19] Group 7: Comprehensive Support System for Supply Chain Security - The integration of reforms, opening up, and innovation is essential for enhancing the security and resilience of China's industrial chain [14][19] - Expanding cooperation with emerging markets and enhancing international collaboration through the Belt and Road Initiative is a priority [14][19] - The promotion of a unified national market and the reduction of internal trade barriers are crucial for stimulating domestic market vitality [15][19]