本文旨在解析日本供应链的政策动向及对中国的影响。通过对原文资料的系统研究,本文认为国际局势突变是使日本从经济安全角度重组供应链的主要原因。日本重组供应链的政策包括增强国内生产能量、开拓多元生产基地、防止重要技术流失和建立供应链国际互补机制。这些政策会带来日本国内或东南亚投资增加,虽然不意味着日本企业即刻停止在中国的生产,但长期看日本企业在中国的生产、产品更新、就业等会减少。
The purpose of this paper is to analyze the policy trends of the Japanese supply chain and its impact on China. Through the systematic study of the original data,this paper holds that the sudden change of the international situation is the main reason for Japan to restructure the supply chain from the angle of economic security. Japan’s policies to restructure its supply chain include enhancing domestic production system,developing diversified production bases,preventing the loss of important technic know-how and establishing international complementary mechanisms for supply chains. These policies will lead to increased investment in Japan or Southeast Asia,and while this does not mean that Japanese companies will immediately stop producing in China,they will reduce production,product updates,employment,etc. in China in the long run.