跨国公司在中国轿车产业的成长和发展中发挥着重要的作用,但随着其在产业上下游势力的增加,也对国内大型企业的自主研发产生了一定的负面影响。文章以中国轿车产业特有的部分所有权安排和跨国公司纵向控制现象为对象,构建了差异化产品价格竞争下的纵向约束模型,以分析跨国公司实施投入歧视,使中方参与者产生自主开发行为“滞后”的结构性诱因。产业和企业层面的案例分析发现,在中国轿车产业“后WTO”时期,跨国公司纵向控制力的不断强化,在下游市场挤出本土品牌的同时,还具有弱化大型国企自主创新的效应。政府应对自主研发的投入和产品实施一定的不对称性激励政策,引导大型国企逐渐摆脱对跨国公司的长期依赖。
The transnational corporations have played an important role on the development of China's automobile industry, but with their increasing market power, they also have the negative effect on the native state- owned corporations' research and development. Based on the partial owner- ship arrangement in China's automobile industry and the vertical control of transnational corporations, the paper establishes a vertical-restraint model under price competition of differentiated products to analyze the structural reasons for the implementation of input discrimination of transnational cor- porations and the lagged independent R~D behaviors of Chinese partners. The case studies in the industrial and enterprise levels show that, at the post-WTO period, the increasingly strengthening vertical control of tranana- tional corporations not only crowd the native products or brands out in downward market, but also have negative effects on the indigenous innova- tion of large-sized stated-owned enterprises. Therefore, the governments should apply the asymmetrical incentive policy to the input of independent R&D and the output of native products and gradually make large-sized stated -owned enterprises be dependent of transnational corporations.