摘要
恰当处理制造业务与增值服务之间的关系,是系统集成商控摄和升级价值链的核心任务;其中外部制度是影响"制造-服务关系"的重要力量。本文以通用电气(GE)为例,分析过去三十年金融资本主义兴起对美国系统集成商能力演进的影响。文章指出,金融化导向的制度设计诱拐了企业的价值取向,扭曲了系统集成商的制造与服务业务、尤其是金融业务之间的关系,并最终导致了其能力退化。这一解释不仅有助于我们理解金融化制度设计对产业升级的影响,而且能够帮助我们看清美国"再工业化"进程的前景。文末就此进行了总结和政策讨论。
The fundamental task for system integrators who control and upgrade the global value chain is to handle properly the relationship between manufacturing and services,and the institutional environment is a crucial power to shape this relationship.Here we take GE as an example to analyze the effect of financial capitalism on the capability evolution of the US-based system integrators in the past three decades. The analysis results show that financialization-oriented institutions not only abduct the values of corporations and＂manufacturing-service/finance＂relationship,but also lead to capability involution in system integrators. This explanation is useful for us to understand both the role of financial capitalism in industrial upgrading and the future of re-industrialization in the U. S. The final part of the paper gives further discussions based on the case.
出处
《科研管理》
CSSCI
CSCD
北大核心
2017年第12期134-143,共10页
Science Research Management
基金
国家自然科学基金青年项目(批准号:71403176
起止时间:2015.1-2017.12)
国家自然科学基金面上项目(批准号:71273181
起止时间:2013.1-2016.12)
北京市教委社科计划重点项目(批准号:SZ20171003823
起止时间:2017.1-2019.12)
关键词
金融化
系统集成
通用电气
股东价值最大化
financialization
system integration
general electric （GE）
shareholder value maximization （SVM）
