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从“拼字游戏”看中国制造业的崛起
淡水泉投资· 2025-05-13 01:15
Core Viewpoint - The article discusses China's economic development through the lens of economic complexity, illustrating how the country has evolved from low-end manufacturing to high-end manufacturing, achieving a significant increase in its global manufacturing value added [1][3]. Summary by Sections 01 "Accumulation of Basic Letters" Stage (1978-2000) - In the early reform period, China's manufacturing capabilities were limited, primarily relying on labor resources and a basic industrial system, with policy reforms being crucial [5]. - By 2000, China's manufacturing value added accounted for 6% of the global total, ranking fourth, up from 2.7% in 1990 [5]. 02 "Expansion of the Letter Library" Stage (2001-2016) - Following China's accession to the WTO in 2001, the manufacturing sector engaged more deeply in the global economy, gaining access to advanced technologies and capital [7]. - The industry transitioned from simple processing to OEM, ODM, and OBM models, with companies like Huawei emerging as global leaders [7][8]. - Economic zones such as Shenzhen attracted foreign investment, enhancing local business environments and fostering successful manufacturing enterprises [7]. - The "Made in China 2025" initiative launched in 2015 aimed to elevate the country from a manufacturing giant to a manufacturing powerhouse, focusing on ten key sectors including new generation information technology and advanced rail transportation [10]. 03 "Formation of High Complexity Words" Stage (2016-Present) - Since 2016, geopolitical tensions and rising labor costs have prompted a shift towards self-reliance and innovation in China's manufacturing sector [12]. - The emergence of industrial clusters in regions like the Yangtze River Delta has enhanced manufacturing capabilities through collaborative synergies [13]. - Significant technological breakthroughs have occurred in fields such as high-speed rail and renewable energy, supported by increased R&D investment, which rose from 0.56% of GDP in the 1990s to 2.64% in 2023 [14]. - China has become a competitive player in cutting-edge technology sectors, including AI and semiconductor manufacturing [14][15]. - By early 2025, China is expected to have 79 out of 189 global "lighthouse factories," leading in digital manufacturing and industrial applications of robotics [15]. - The manufacturing sector is transitioning from low-end to mid-high end, with challenges remaining in core technologies like high-end chips [17]. - The past four decades of China's manufacturing rise represent a continuous upgrade process, transitioning from simple to complex production capabilities and from following to leading in innovation [18].