卢志平 陈微笑

摘  要：近两年，我国汽车产业销量持续下降，面对日益饱和的汽车消费市场以及国家对实体经济与战略规划的调整，中国汽车产业的生存空间不容乐观，要想获得增长源泉，必须重新优化行业资源。为了使汽车产业复苏，国家陆续推出了一系列政策来引导振兴汽车产业的发展，许多企业已经采取相应措施进行兼并重组，但是其成效并不明显。文章主要以汽车制造业供应链上的核心企业为研究对象，结合产业调整大背景对企业兼并重组战略进行博弈分析，从汽车供应链整合视角分析我国汽车供应链应对产业调整的对策。

关键词：产业调整;汽车制造业;供应链整合;兼并重组

中图分类号：F271    文献标识码：A

Abstract： In the past two years， China's automobile industry sales continued to decline， facing the increasingly saturated automobile consumer market and the adjustment of the country's real economy and strategic planning， the survival space of China's automobile industry is not optimistic， in order to obtain the source of growth， we must re-optimize the industry resources. In order to make the recovery of the auto industry， countries have launched a series of policies to guide the development of the revitalization of the automobile industry， many enterprises have taken appropriate measures to carry on the merger and reorganization， but the effect is not obvious. This paper mainly takes the core enterprises in the supply chain of automobile manufacturing industry as the research object. Combining with the background of industrial adjustment， this paper makes a game analysis on the merger and reorganization strategy of enterprises， and analyzes the countermeasures of China's automobile supply chain in response to industrial adjustment from the perspective of automobile supply chain integration.

Key words： industrial adjustment; automobile manufacturing; supply chain integration; mergers and reorganization

0  引  言

随着人们生活水平的不断提高，消费也在不断的升级，汽车作为国民经济的支柱已经从一种奢侈品转变为一种大众消费品走进人们的生活中。在科技的发展以及社会环境的驱动下汽车产业发展越来越迅速，但是受金融危机的影响，汽车产业的销量呈现下降趋势，为了帮助汽车产业复苏，国家陆续推出了相关政策来振兴产业发展。

根据政府的一系列政策措施来看，政府鼓励企业进行兼并重组，《汽车产业调整振兴规划细则》明确提出，通过行业间的兼并重组培育4～5家产销规模超过100万辆的汽车企业集团，形成2～3家产销规模超过200万辆的大型企业集团，将产销规模占市场份额90%以上的汽车企业集团数量由目前的14家控制到10家以内。……