供应链韧性:如何与运营效率相协同?
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作者单位:

1.清华大学经济管理学院;2.北京交通大学经济管理学院

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基金项目:

国家自然科学基金项目(重大项目),国家杰出青年科学基金


Coordinating Supply Chain Resilience with Operations Efficiency
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Affiliation:

1.Tsinghua University;2.Beijing Jiaotong University

Fund Project:

The National Natural Science Foundation of China (Major Research Plan),The National Science Fund for Distinguished Young Scholars

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    摘要:

    近些年发生的新冠疫情、贸易争端、战争冲突、产业链转移、极端天气等事件导致过去近半个世纪构建的全球供应链面临着巨大的安全威胁; 关键产业链供应链的韧性直接决定国家的安全与稳定, 成为我国亟待解决的“卡脖子”难题. 随着以美国为代表的发达经济体推行促进制造业回流、实施本国贸易保护主义等一系列政策, 我国的高精特尖等产业势必面临着由大国博弈引发的各维度潜在重大冲击. 不同于传统的运营风险, 这些潜在冲击具有来源多元化、联动性强、难以预测、危害严重等特点; 一旦发生会造成供应链的供需匹配严重失衡, 甚至会通过“涟漪效应”迅速蔓延至整个供应网络而带来灾难性后果. 因此, 传统以追求效率为导向的供应链管理体制和机制已经不适合新时期国家和企业发展的要求, 企业需要平衡运营效率和供应链韧性之间的关系. 短期内, 打造供应链韧性能力可能需要以牺牲运营效率为代价; 但是长期来看两者之间能相互促进. 本文在对比潜在冲击与传统运营风险的基础上, 探讨了如何协同运营效率和供应链韧性之间的关系, 并提出从运营战略、运营结构、运营策略和数智化赋能四个维度系统性打造供应链韧性能力的框架. 从供应链韧性与传统运营效率协同的视角, 本文提出了供应链韧性带来的一些新的值得政府、学界和工业界共同关注的研究问题.

    Abstract:

    Recent global disruptions—including the COVID-19 pandemic, geopolitical conflicts, trade tensions, industrial chain relocations, and extreme weather events—have exposed critical vulnerabilities in global supply chains developed over the past half-century. Building resilience in critical industrial chains has thus become an urgent bottleneck challenge central to China’s national security and stability. As developed economies, led by the United States, promote manufacturing reshoring and implement protectionist trade policies, China's high-end industries are inevitably exposed to significant multidimensional disruptions arising from great-power competition. Unlike traditional operational risks, these potential shocks are characterized by diversified sources, strong interconnectivity, unpredictability, and severe consequences. Once triggered, such disruptions can cause severe supply-demand imbalances and propagate rapidly through the supply network via a ripple effect, leading to catastrophic consequences. Therefore, traditional efficiency-driven supply chain management systems are no longer suited to the demands of national and corporate development in the new era, necessitating a balance between operational efficiency and supply chain resilience. In the short term, building supply chain resilience may require trade-offs with operational efficiency; in the long term, however, the two can be mutually reinforcing. This paper distinguishes potential disruptions from traditional operational risks, explores the synergy between operational efficiency and supply chain resilience, and proposes a framework to systematically build resilience through four dimensions: operational strategy, operational structure, operational decisions, and digital-intelligence empowerment. From the perspective of integrating supply chain resilience with traditional operational efficiency, this paper identifies several new research issues worthy of joint attention from government, academia, and industry.

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历史
  • 收稿日期:2025-03-24
  • 最后修改日期:2025-08-27
  • 录用日期:2025-10-07
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