论文

制造价值中枢的形成:微笑曲线与倒微笑曲线交汇区域的能力机制

Abstract

全球价值链理论聚焦功能分工与治理结构。"微笑曲线"描述制造低值地位,"倒微笑曲线"刻画其高值表现,但现有研究缺乏对两者交汇机制的系统解释。本研究提出五维能力框架(T-M-D-S-E),包含技术能力(T)、制造整合(M)、数据闭环(D)、治理合规(S)与生态韧性(E),揭示制造节点进入价值交汇区域的三重机制:能力互补的超模效应、短板约束的阈值效应、地缘政治的权重重构。本研究推动全球价值链研究从链条位置分析向多维能力空间分析转型。

Keywords

全球价值链;价值中枢;制造价值跃迁;动态能力;地缘政治经济

References

孙德升, 刘峰, 陈志. 中国制造业转型升级与新微笑曲线理论[J]. 科技进步与对策, 2017, 34(15): 49-54.

Teece, D. J., Pisano, G., & Shuen, A. (1997). Dynamic capabilities and strategic management.Strategic Management Journal, 18(7), 509-533.

Jacobides, M. G., Knudsen, T., & Augier, M. (2006). Benefiting from innovation: Value creation, value appropriation and the role of industry architectures.Research Policy, 35(8), 1200-1221.

Farrell, H., & Newman, A. L. (2019). Weaponized interdependence: How global economic networks shape state coercion.International Security, 44(1), 42-79.

Milgrom, P., & Roberts, J. (1995). Complementarities and fit: Strategy, structure, and organizational change in manufacturing.Journal of Accounting and Economics, 19(2-3), 179-208.

Mudambi, R. (2008). Location, control and innovation in knowledge-intensive industries.Journal of Economic Geography, 8(5), 699-725.

Shin, N., Kraemer, K. L., & Dedrick, J. (2012). Value capture in the global electronics industry: Empirical evidence for the “smiling curve” concept.Industry and Innovation, 19(2), 89-107.

Gereffi, G., Humphrey, J., & Sturgeon, T. (2005). The governance of global value chains.Review of International Political Economy, 12(1), 78-104.

Refbacks

  • There are currently no refbacks.
Copyright © 2026 超群 高
Creative Commons License
This work is licensed under a Creative Commons Attribution-NonCommercial 4.0 International License.