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服务外包与中国利用外资问题研究

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服务外包与中国利用外资问题研究

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服务外包的兴起引起了国际产业转移路径的变化,也引起了国际投资方式的变化。作为国际投资新的路径和承接载体,服务外包引起了全球各国的重视。改革开放以来,中国利用外资取得的成绩主要是依赖国际直接投资,随着新的投资方式的出现,利用服务外包也应该成为中国今后利用外资的主要方式。与印度等国发展信息技术外包不同,中国由于有广大的国内市场和坚实的直接投资基础,所以,中国发展服务外包应该以商务流程外包为主。为了更好地发展商务流程外包,中国应制定相应的发展政策和措施。
Author Description

赵楠,1968年生,河南鹿邑人,经济学博士,中国社会科学院财经战略研究院应用经济学博士后流动站出站人员,河南财经政法大学教授,世界经济专业硕士生导师,主要从事国际投资、服务外包问题研究。
Catalogue

第一章 导论
一、本书的研究背景和价值
二、国内外研究现状和趋势
(一)关于服务外包属性和概念的研究
(二)关于国际服务外包基础理论及其动因的研究
(三)关于服务外包效应的分析
(四)“全过程”外包、外包基地建设:关于国际服务外包发展趋势及中国对策的研究
三、本书的研究目标、研究思路、研究内容和研究方法
(一)研究目标
(二)研究思路
(三)研究内容
(四)研究方法

第二章 服务外包的兴起及其表现
一、国际直接投资的产业选择趋势与服务外包的兴起
二、服务外包兴起和发展的原因
三、当代服务外包的表现形式
(一)信息技术外包引领潮流
(二)商务流程外包后来居上
(三)知识流程外包初露端倪
(四)服务外包企业脱颖而出
(五)全球化趋势日益加强

第三章 国际产业转移的路径与服务外包
一、国际产业转移的产业演进规律:由初级产业领域向服务业领域转变
二、国际产业转移的技术路径:从垄断技术、标准化技术、边际技术到技术研发
三、国际产业转移的投资路径:从直接投资到服务外包
四、跨国公司与国际服务外包

第四章 我国承接服务外包的现状和存在的问题
一、我国承接国际服务外包的历程
二、我国承接国际服务外包的现状
三、中国承接服务外包的趋势
四、中国承接服务外包存在的问题

第五章 服务外包与我国利用外资的地区均衡
一、我国利用外资的区域差异及原因分析
二、服务外包的运行机制
三、更好地利用服务外包促进我国利用外资地区均衡发展的政策措施

第六章 中国服务业吸引国际直接投资若干问题研究
一、中国服务业吸引国际直接投资的有利条件
二、中国服务业吸引国际直接投资的限制因素
三、中国服务业吸引国际直接投资的对策建议

第七章 借鉴与发展:印度发展服务外包的模式分析
一、国际直接投资转向服务业与服务外包的兴起
二、印度服务外包模式的特点及成功因素
三、服务外包的发展趋势与印度服务外包模式存在的问题

第八章 中国发展服务外包的路径选择
一、服务外包的兴起与ITO业务模式:以印度为例
二、ITO模式的缺陷:缺乏自主创新,增长空间有限
……
第九章 附录
参考文献
Book Abstract

《服务外包与中国利用外资问题研究》:
三、本书的研究目标、研究思路、研究内容和研究方法
(一)研究目标
本书总的研究目标是服务外包与中国利用外资问题,以期利用服务外包促进我国国际投资的健康持续发展。具体包括以下三个方面:
一是从服务外包的本质人手研究服务外包对国际投资的影响。众所周知,服务外包是国际产业转移和资本国际流动的载体,通过服务外包,可以促进产业的国际转移,进而带动投资的国际转移。因此,可以说,服务外包与国际投资具有天然的契合性。那么,服务外包是如何促进国际投资发展的呢?其中的机制是什么?这些都是需要深入研究的,也是必须研究的。因为,只有明白了这些基本问题,才能更好地利用服务外包促进国际产业转移和国际资本流动,进而促进国际投资的健康发展。
二是从印度等服务外包发达国家的经验出发研究服务外包发展的基本要素。印度是发展服务外包较早也是发展成效较好的国家。印度发展服务外包积累了诸多成功经验,通过对印度发展服务外包的经验进行分析,我们可以管窥服务外包发展的基本规律,也可以从中了解发展服务外包所必须具备的基本要素,进而为我国发展服务外包提供经验借鉴。当然,印度发展服务外包有其特殊性,也存在需要改进的地方。借鉴印度的经验,改进其不足之处,将会对我国发展服务外包起到积极的促进作用。
三是从中国的实际出发研究服务外包对利用外资的促进作用。改革开放30多年来,我国利用外资一直在持续增长,规模不断扩大。进入21世纪,尤其是我国经济进入新常态后,利用外资的规模扩张已不是首要选择,如何提高利用外资的质量、促进利用外资的均衡发展等越来越成为利用外资的主要考虑因素。因此,研究如何选择服务外包模式和路径、如何通过制定相应的政策措施,以提高外资利用质量和实现均衡发展,将是我国经济发展新常态下亟须解决的问题。
(二)研究思路
本书的研究思路是,以服务外包与国际投资的相互关系为视角,首先分析服务外包的业务性质及其对国际投资的影响,然后以印度为例分析服务外包模式选择的影响因素及服务外包发展的基本条件,进而分析我国经济发展新常态下如何利用服务外包实现利用外资的地区均衡以及提升外资的利用质量。
(三)研究内容
根据研究目标,本书的研究内容主要包括三个方面:一是研究服务外包发生发展等一般问题,通过分析一般问题,发现服务外包发展的规律和传递路径;二是研究印度等服务外包先发国家的成功经验和存在问题,为中国服务外包发展提供借鉴;三是研究中国服务外包的路径和方式。具体来说,本书内容分为九个部分:
第一部分是导论。主要介绍本书的研究背景、方法、意义、已有文献综述及总体框架。
第二部分是服务外包的兴起及其表现。在新一轮的国际产业转移中,服务外包迅速发展,并成为国际经济领域中最活跃的因素之一。国际服务外包有其内在的发展规律和外在表现。本部分希望通过分析外在表现认识其内在规律,为我国发展服务外包提供理论借鉴。
第三部分是国际产业转移的路径与服务外包。本部分主要对国际产业转移的产业选择、技术路径和投资方式的变化趋势进行考察,从中发现其规律,从而有助于我国更好地承接国际产业转移和发展服务外包。
……
Introduction

服务外包的迅速发展引起了各国的高度重视,通过服务外包保护和提升本国福利水平成为各国利用和发展服务外包的出发点和落脚点。对服务外包发展规律及未来趋势进行深入的规范性研究不仅是研究服务外包的题中之义,更是对目前研究服务外包问题所形成的有关理论的深化和延展,因而具有重要的理论价值。同时,通过系统的个案研究,进而将个性的理论研究成果提升为普适性的服务外包未来发展规律,指导各国利用这一规律解决服务外包发展过程中的各种问题,无疑将具有一定实际应用价值。
根据研究目标,本书的研究内容主要包括三个方面:一是研究服务外包发生发展等一般问题,通过分析一般问题,发现服务外包发展的规律和传递路径;二是研究印度等服务外包先发国家的成功经验和存在问题,为中国服务外包发展提供借鉴;三是研究中国服务外包的路径和方式。具体来说,本书内容分为九个部分:
第一部分是导论。主要介绍本书的研究背景、方法、意义、已有文献综述及总体框架。
第二部分是服务外包的兴起及其表现。在新一轮的国际产业转移中,服务外包迅速发展,并成为国际经济领域中最活跃的因素之一。国际服务外包有其内在的发展规律和外在表现。本部分希望通过分析外在表现认识其内在规律.为我国发展服务外包提供理论借鉴。
第三部分是国际产业转移的路径与服务外包。本部分主要对国际产业转移的产业选择、技术路径和投资方式的变化趋势进行考察,从中发现其规律,从而有助于我国更好地承接国际产业转移和发展服务外包。
第四部分是我国承接服务外包的现状和存在的问题。2007年国务院发布加快发展服务业第7号文件以后,我国进入发展国内服务外包与承接国际服务外包的新阶段。本部分从我国承接服务外包的历史过程人手,考察我国承接国际服务外包存在的问题。

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