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劳动力的数字替代

米兰—数字技术正在再一次改变全球价值链乃至全球经济结构。企业、公民和决策者需要知道哪些东西才能不落后于时代?

受到数字技术助力的供应链首先增进了效率,极大地缩短了交货时间。资本得到了动员;劳动力则否。经济活动(生产、研究、设计等)转向任何一个劳动力和人力资本相对廉价又容易进入的国家。用不了多久,复杂性问题便能够解决,而全球供应链的线性模式(在A国生产,在B国被消费)便让位给了包括更碎片化但也更高效的供给网络的更复杂的模式。

与此同时,需求端产生了巨大的变化,新兴经济体成长为中等收入国家。发展中生产国成了主要消费者,而此前它们只占全球需求的很小一部分。

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