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在链主外迁的被动型产业转移背景下，作为中国电子信息制造业基石的链属企业受到权力不对称与网络结构冲击，面临依附性、瓦解性与异地性风险，而其能动性却鲜少被关注。以订单集中度与技术依赖度为指标，本研究将链属企业分为深度绑定型、产能依附型及技术节点型，分析其在战略锁定与能力抽空、替代边缘化、创新孤岛化及兼容性挑战等方面的差异化脆弱性。在此基础上，本文构建动态韧性模型，提出短期内深度绑定型企业应跟随外迁但在国内建立产能与研发备份，产能依附型企业可采取“轻资产”模式进行试探性跟随，技术节点型企业则可尝试向其他生态系统及领域延伸客户并拓展多标准兼容产品；长期则需从市场定位、价值区位、产业生态与价值链位阶四个维度重塑韧性。同时，政府应由普惠支持转向基于企业类型的精准赋能，以兼顾短期缓释与长期自主。
Abstract：Under the context of passive industrial relocation driven by “Chain Leader” enterprises' offshoring,power asymmetry and disruptions in network structures impose dependency,disintegration,and dislocation risks on “Chain Follower” enterprises,which constitute the cornerstone of China's electronics information manufacturing industry,yet their agency has been rarely examined. Using order concentration and technological dependence as indicators,this study classifies “Chain Follower” enterprises into deeply bound type,capacity-dependent type,and technology-node type,and analyzes their differentiated vulnerabilities in terms of strategic lock-in and capability hollowing,substitution and marginalization,innovation isolation,and compatibility challenges. On this basis,a dynamic resilience model is constructed. The study proposes that,in the short term,deeply bound enterprises should follow “Chain Leader” enterprises' relocation but establish backup capacity and R&D bases domestically;capacity-dependent enterprises may adopt a “light-asset” model to explore tentative relocation;while technology-node enterprises can attempt to extend their customer base to other ecosystems and sectors and develop multi-standard compatible products. In the long term,resilience needs to be reshaped from four dimensions:market positioning,value location,industrial ecosystem,and value-chain hierarchy.Meanwhile,government support should shift from generalized subsidies to targeted empowerment tailored to firm types,so as to balance short-term risk mitigation with long-term autonomy.
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(1)参见国家统计局网站，网址：https：//www.stats.gov.cn/sj/zxfb/202501/t20250127_1958485.html。
基本信息:
DOI：10.14167/j.zjss.2026.04.003
中图分类号:F426.63
引用信息:
[1]陆怿,侯棚文,李勇建.链属企业脆弱性与韧性重塑策略研究——基于被动型产业转移背景下的电子信息制造业分析[J].浙江社会科学,2026,No.356(04):41-50+157.DOI:10.14167/j.zjss.2026.04.003.
基金信息:
国家自然科学基金专项项目（72441004）阶段性研究成果
2026-04-15
2026-04-15