Ideally,the industry chain resembles a decentralized collection of suppliers,able to supply the right components at the right quality,at the right price,and in the right quantity at all times.The difference between the global industrial chain and the local industrial chain is that,without changing the dependence of each link on other links in the value chain,only part of the production link is transferred from the local to the global.
A precondition is implied here,that is,the industrial chain must be flexible enough to deal with sudden changes in market conditions.However,the U.S.-China trade friction and the COVID-19 outbreak have exposed the reality that many industrial chains today are not flexible enough to respond to demand-driven shocks,as well as their vulnerability to unexpected internal disruptions.
在理想状态下,产业链类似于一个分散的供应商集合,能够在任何时候以正确的质量、正确的价格和正确的数量提供正确的组件。全球产业链与本土产业链的区别在于,在不改变价值链中每个环节对其他环节的依赖的情况下,只是将部分生产环节从本地转移到全球。
这里隐含了一个前提条件,即产业链必须具有足够的灵活性,以应对市场条件的突然变化。但是,中美贸易摩擦和新冠肺炎疫情暴露了一个现实,即今天的许多产业链缺乏足够灵活性,无法应对以需求为导向的冲击,也暴露了产业链容易受到内部意外中断的影响。
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