“互联工业”战略是日本实现“社会5.0”的关键环节和重要手段，同时“互联工业”战略的实施需要良好的制造业基础。2010年以后特别是“安倍经济学”提出以后，日本制造业逐渐复苏，绩效表现较好。本文以日本制造业为研究对象，使用2010～2015年日本经济产业省《工业统计调查》中制造业698个细分行业面板数据，采用伍德里奇及福斯特等人的方法对日本制造业发展的根本原因进行实证分析。本文认为，2010～2015年，日本制造业的全要素生产率基本呈现增长态势；2010年以来日本制造业全要素生产率的提高是日本制造业近期绩效表现较好的根本原因。本文还从日本制造业视角探讨了“互联工业”战略实施的可能性、必要性与可行性，并分析了“互联工业”战略对中国制造业发展的启示。
The Connected Industries Strategy is a key link and important means for Japan to realize “Social 5.0”. At the same time，the implementation of the Connected Industries Strategy also requires a good manufacturing foundation. It should be said that after 2010，especially after the Abenomics was proposed，the Japanese manufacturing industry has gradually returned and its performance has improved. This study takes the Japanese manufacturing industry as the research object and uses panel data of 698 manufacturing sub-sectors from 2010-2015 in the Industry Statistical Survey of the Ministry of Economy，Trade and Industry of Japan to conduct an empirical analysis of the root causes of manufacturing development. The conclusion is that from 2010 to 2015，the TFP of the Japanese manufacturing industry basically showed an increasing trend；the growth of the Japanese manufacturing TFP since 2010 is the fundamental reason for the recent better performance of the Japanese manufacturing industry. This article also discusses the possibility，necessity and feasibility of the implementation of the Connected Industries Strategy from the perspective of manufacturing in Japan，and analyzes the enlightenment of the Connected Industries Strategy to the development of China’s manufacturing industry.
