摘要：

在地缘政治、科技博弈和贸易保护主义抬头等多重因素叠加背景下，以美国为代表的一些发达国家从“安全因素”出发设计产业政策，加强对本国产业链供应链的“国家干预”，我国在全球创新网络中的战略空间在不同程度上受到挤压。在“发展和安全并举”这一新命题下，从产业战略安全视角切入，回顾产业政策主导逻辑“从数量到质量”“从效率到安全”转换的理论基础，梳理产业政策战略目标演变的三条主线，有助于更好地理解“科技自立自强”“关键核心技术国产替代”“统筹发展与安全”的时代内涵。基于此，实践层面的产业政策有四种调整方向：一是以功能性产业政策为主；二是提倡普惠性产业政策；三是注重竞争战略上的考量；四是在不对称全球化战略下建立“以我为主”的全球产业安全体系。

关键词:

发展与安全, 产业链, 供应链, 产业政策, 转型

Abstract:

Starting from the perspective of industrial strategic security, this paper explains the theoretical basis of the transformation of industrial policy “from quantity to quality” and “from efficiency to safety” under the new proposition of “giving priority to both development and security”, sorts out three main lines of the evolution of industrial policy strategic goals, understands and analyzes the connotation of “self-reliance and self-improvement in science and technology”, “domestic substitution of key core technology” and “ensuring both development and security”. It is suggested that industrial policies at the practical level should be adjusted as follows: firstly, focus on functional industrial policies; secondly, promote inclusive industrial policies; thirdly, pay attention to competitive strategic considerations; fourthly, establish a “self-centered” global industrial security system under the asymmetric globalization strategy.

Key words:

development and security, industrial chain, supply chain, industrial policy, transformation