日本战后海外直接投资战略/Research on Japanese strategy of direct overseas invest

2019-03-11 17:34:01

thesis invest view Japan overseas



2002年,国家主席江泽民同志明确提出:随着中国经济的不断发展,必须不失时机地实施“走出去”战略。在这样的背景下,我国许多有实力的大企业如TCL、中海油、海尔等都开始逐步实施“走出去”战略,中国企业海外扩张呈现逐渐升温的态势。恰逢近年来持续的中国人民币升值预期,使得不少人很自然地将现在的中国与20年前广场协议后的日本相联系。那么,20年前的“日本故事”到底是什么?我们是应该学习还是吸取教训呢?带着这样的疑问,我们有必要系统地回顾一下日本20世纪50-80年代的海外投资发展历程。1951年是日本战后海外投资的起点,而日本海外投资在80年代末达到了前所未有的高峰,成为世界第一债权国,可以说20世纪50-80年代是日本海外直接投资从无到有、从弱小到强大的完整发展历程。所以,本文尝试通过系统地回顾、整理和分析日本20世纪50-80年代海外直接投资战略的选择、实施和成效,并将其与我国海外直接投资情况进行比较研究,分析其成功的经验和遇到的问题,从而对我国发展海外直接投资的促进机制、政府职能、企业行为等提出合理化建议,解决我国海外投资应该走怎样的路,应该怎样走的问题。
本文从宏观、中观和微观三个不同的视角展开研究,形成了以宏观研究为主,以中观和微观研究为辅的格局。首先,对日本海外直接投资整体情况、投资目的、投资产业结构、投资区域结构、投资方式、投资成效及投资促进因素等海外直接投资战略问题进行研究,从宏观角度了解日本海外直接投资情况。在此基础上,与日本海外直接投资的主要指导理论——小岛清理论等相结合,分析日本海外直接投资的行为选择和成效,又以日本汽车工业海外事业的发展和本田公司的海外投资活动为切入点,从中观和微观的角度,了解日本企业海外投资的推进方式和实际成效,点面结合,避免了研究的空泛,体现了论文研究的系统和整合特征。此外,本文不仅研究了同一时期的宏微观多重主体,还跨越了时间的间隔,系统阐述了日本战后40年的海外投资发展历程,形成了理论——实践、宏观——中观——微观、50年代——80年代的三维研究体系,不同维系之间的联系和过渡成为了本文面临的一大难点,笔者对此做了一定的尝试。最后,本文从客观辩证的角度出发,既肯定了日本海外直接投资的成功之处,又分析了其所遇到的问题,由此提炼出日本海外投资过程中的经验教训,并结合我国的实际情况和问题,对我国发展海外投资提出了一些建议和对策。
本文采用了理论研究与实践分析相结合,定性与定量分析相结合,宏观研究、中观研究与微观研究相结合,文字论证与图表示范、举例说明相结合等多种研究方法。



In the year of 2002, President Jiang Zeming put forward that we needed to chance in implementing the strategy of going global with the increasing development of China. With this background, many big companies began to apply this strategy such as TCL, CNOOC, Hair, etc. This trend of going global is becoming more and more heated. Therefore, people will naturally relate the nowadays China to 20-year-ago Japan after Japan signed “Plaza Accord” due to the continuous appreciation of RMB. So, what is the Japan story 20 years ago? Shall we learn or draw lessons from it? Let’s take a look at the period when Japan started to invest overseas from 1950’s to 1980’s. Japan started to invest overseas from 1951 and got to the acme in the 1980’s resulted in becoming the world NO.1 creditor country. So we can well say that the Japanese overseas invest experienced a continuously growing period from 1950’s to 1980’s. Besides, by comparing with China’s overseas invest, the thesis aims to offering reasonable advice on the promotion mechanism, government function and enterprise action during investing overseas drawing lessons from the success and failures of Japan.
The thesis mainly adopts macro-view research with middle-view and micro-view research. Firstly, it analyzes the overall situation of the status, sector structure, regional structure, ways, effects and promotion factors of Japanese overseas invest so that we can know it from the macro-view. With this knowledge as the base, the thesis further explains the overseas invest of Japan by introducing the Kojima Theory. And it also helps know the promotion style and actual effect of the Japanese overseas invest setting the car industry and Honda Company as the point cut which makes the whole thesis more complete and integrated. What’s more, the thesis not only studies the overseas invest at the same period, but also states the status 40 years after Japan got defeated in the war. So the thesis forms a three-dimensional research system, which are from theory to practice, from macro view to middle view to micro vies and from 1950’s to 1980’s. As is clear, how to state the relation and transition among those three dimensionalities is a little bit difficult. Anyway, the writer tries to make it. Finally, the thesis offers the experience and lessons of Japanese overseas invest through the practice and also offers the advice on China’s overseas invest from the macro and micro points of view considering China’s actual situation.
The thesis combines the theory with practice, qualitative analysis with quantitative analysis, macro-view, middle-view with micro-view research methods, and words demonstration with diagrams illustration with many examples.