一、引言 在全球产业链深度重构与逆全球化背景下，强化产业链韧性和安全水平已上升为国家层面的核心战略议题。近些年，我国从中央到地方层面密集颁布一系 列"链主"培育政策，扶持一批龙头企业带动全产业链协同发展。例如北京打造"生态型"链主企业推动形成产业链系统治理模式、上海"工互赋能"链主企业 形成制造业数字化转型模式等。本文聚焦"链主"政策运行的五维逻辑，包括经济功能、价值理念、资源配置、运作方式和互动作用，揭示系列创新性产业 政策的实践效果，从而提出针对性建议。理论层面，本文进一步完善了"链主"政策"动机-行为-绩效"系统性分析的不足，促进产业链治理理论从静态扶持 向动态机制转化；实践层面，研究提炼的北京"生态型"链主企业、上海"工互赋能"链主企业模式等可为全国产业链治理、供应链韧性强化和安全部署提供 范例，特别对破解央地政策目标错位、中小企业覆盖不足和跨区域产业链标准割裂等共性挑战具有一定参考价值。 二、产业链"链主"企业发展现状与政策实践分析 （一）我国产业链"链主"企业发展现状概述 在中央层面，近年来国务院各部委及其直属机构按照企业在产业分工中的地位和规模，围绕产业链龙头企业、单项冠军企业和"小巨人"企业三 ...

Core Viewpoint - The article highlights the ambition of Zhongke Times to become a leading enterprise in China's manufacturing industry, particularly in the field of industrial automation, aiming to achieve a status comparable to global giants like Siemens and Mitsubishi Heavy Industries [1][8][15]. Group 1: Company Background and Vision - Zhongke Times was founded with the goal of becoming a "chain master" enterprise in the manufacturing sector, which is a key component of the "chain leader system" initiated in China [6]. - The company aims to address the technological gaps in industrial automation, particularly in the context of being "choked" by Western technologies in critical areas like chips and automation [7][10]. - Zhongke Times aspires to be recognized as China's "God's hand" in the industrial market, similar to how Siemens is referred to as "God's left hand" [8]. Group 2: Product Development and Market Position - The company has developed a comprehensive product matrix in industrial automation, including automation systems and intelligent machines, which are essential for the functioning of robotic assembly lines [9][10]. - Zhongke Times has achieved rapid growth, claiming to have reached the first position in China's primary market within four years, outpacing the growth rates of Siemens and Beckhoff during their entry into the Chinese market [14]. - The company emphasizes a product-driven and culture-driven approach, aiming to create top-tier products that can dominate niche markets [13]. Group 3: Strategic Goals and Future Plans - Zhongke Times is in the process of transitioning to its 2.0 phase, focusing on demonstrating strong revenue, net profit margins, and PE growth potential before pursuing an IPO [15]. - The company has already begun its international expansion, establishing a presence in Germany and other markets, indicating a commitment to global growth [14]. - The long-term vision includes becoming a key player in the modernization of China's industrial system, with a focus on self-sufficiency in critical technology areas [10][15].

Group 1 - Nanjing Guoxuan has invested over 10 billion yuan in its production base, covering nearly 1000 acres with an annual production capacity of 28GWh for power and energy storage batteries [1] - The company achieved a production value exceeding 10 billion yuan for the first time in 2023 and entered the top 100 manufacturing enterprises in Jiangsu Province [1] - Major clients of Nanjing Guoxuan include well-known domestic and international companies such as Huawei, Geely, and Leap Motor [1] Group 2 - The city’s planning and resource bureau is focused on supporting "chain leader" enterprises to facilitate project implementation and effectiveness [2] - "Chain leader" enterprises are defined as dominant companies in the industry with the ability to drive the entire supply chain [2] - The planning resource department has implemented new policies to expedite land use, resulting in over 7500 acres of new construction land being utilized this year [2]

Group 1 - The core viewpoint of the article emphasizes the support from planning and resource departments in facilitating the early landing and production of "chain master" projects, particularly highlighting the case of Nanjing Guoxuan New Energy Technology Co., Ltd. [1][2] - Nanjing Guoxuan has invested over 10 billion yuan in its facility, covering nearly 1,000 acres, with a designed annual production capacity of 28 GWh, becoming a comprehensive production park for power and energy storage batteries [2] - In 2023, Nanjing Guoxuan's output value surpassed 10 billion yuan for the first time, and the company entered the top 100 manufacturing enterprises in Jiangsu Province [2] Group 2 - The planning and resource department has prioritized serving "chain master" enterprises, actively optimizing industrial space planning to meet development needs [2] - The department has implemented new policies such as "first come, first served" for land use plans and "immediate enjoyment" of exemptions, resulting in the use of over 7,500 acres of newly added construction land this year [2] - The optimization of approval processes has led to significant time savings, exemplified by the Hua Tian testing project, which reduced land acquisition time by 70% compared to similar projects [3]

Core Viewpoint - Suzhou has launched two major funds, each with a scale of 100 billion yuan, to attract talent and projects, emphasizing the development of "chain master" enterprises within its industrial ecosystem [3][9][10]. Fund Details - The Suzhou Major Industrial Development Fund, led by Suzhou Guotou Group, focuses on "chain master" projects with a minimum investment of 500 million yuan per project, targeting the "1030" industrial system development [6][7]. - The Suzhou Talent No. 1 Fund, initiated by Suzhou Chuangtou Group, also has a total scale of 100 billion yuan, with an initial phase of 25 billion yuan, and aims to support leading talents and startups in various sectors [7][8]. Investment Strategy - The funds will primarily invest in strategic emerging industries and future industries, enhancing capital operation professionalism and project cultivation efficiency [7][11]. - The investment direction includes focusing on terminal chain master enterprises and key projects with scarce resources and core technologies [7][12]. Talent Attraction - The establishment of the 100 billion yuan talent fund is part of Suzhou's broader strategy to attract talent, offering subsidies for transportation, accommodation, and living expenses to eligible young talents [13]. - The talent fund will support four main areas: leading talents, competition winners, startups, and hard technology [8][13]. Industrial Ecosystem - Suzhou is actively cultivating "chain master" enterprises to drive the development of related businesses, aiming to form a robust industrial cluster [11][12]. - The city has established a "1030" industrial system, which includes three trillion-level industries and eleven hundred-billion-level industries, enhancing its position in the national investment landscape [13][14].

Core Viewpoint - The report emphasizes the need to enhance the resilience and security of industrial and supply chains, focusing on sustainable development that balances economic, social, and environmental relationships [1]. Group 1: Supply Chain Resilience - The sustainable supply chain relies on a transparent and collaborative environment among supply chain partners, contrasting with traditional supply chain networks [1]. - "Chain master" enterprises play a crucial role in leading and optimizing the supply chain by facilitating information flow and technology transfer, thereby enhancing transparency [1]. - These enterprises utilize their influence to design networks that optimize resource allocation and balance interests, fostering closer supply chain relationships [1]. Group 2: Methodology for Identifying "Chain Master" Enterprises - The methodology involves querying the CSMAR database for detailed supplier and customer information of sample companies from 2001 to 2024, focusing on listed companies [2]. - A relationship list of "Company Name - Main Supplier (Customer)" is constructed, and social network analysis is performed using Python to visualize the supply chain network and determine the centrality of various enterprises [2]. - The enterprise with the highest degree centrality in the supply chain is identified as the "chain master," with proximity centrality used for further differentiation in cases of ties [2]. Group 3: Data Overview - The data covers Chinese A-share listed companies from 2001 to 2024, presented in Excel format, including metrics such as year, "chain master" enterprise, degree centrality, node enterprises, and proximity centrality [7]. - An example table illustrates the degree centrality and proximity centrality of various enterprises over the years, highlighting the dynamics within the supply chain [8].

每个产业都有每个产业的运行规则，直至一个全新力量的横空出世，打破旧秩序，通过持续创新，让产业不断迸发新活力。这样的案例不断上 演，从手机、汽车领域的苹果、特斯拉，到最近风光无两AI领域的ChatGPT、DeepSeek，无一例外。 近期，作为目前全球最受欢迎的时尚品牌之一——SHEIN，也"悄然"间拿下两个成绩，一个是在权威数据平台Semrush最新一期的全球时尚服装 网站访问排行榜中，SHEIN超越了ZARA、H&M和优衣库等老牌时装品牌，以绝对优势位列第一；随后，在市场咨询机构PYMNTS发布的一份 最佳消费者个性化体验购物APP排行榜中，SHEIN又超越了耐克、亚马逊、沃尔玛等顶级购物巨头，成为了最受消费者好评的购物应用。 至此，SHEIN核心的自主品牌和平台两块业务都在不同领域实现了全球登顶，抛开被外界熟知的"小单快反"模式，SHEIN能够跑出来的核心优势 从何而来？为什么我们说所有行业升级都需要有一个SHEIN这样的品牌？ 一个"链主"品牌的稀缺性 比如在电池领域的宁德时代，就是这样的"链主"企业。宁德时代不仅是目前全球最大的动力电池和储能电池企业，也聚集了电池上下游一大批 供应商企业，其每年一度的 ...