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  ■ 贾 丽

  当下,受外部环境、终端销量等多重因素影响,苹果供应链(以下简称“果链”)企业正经历一场大考。笔者认为,“果链”企业需清醒地认识到,唯有将自主可控作为突围锚点,尽快从代工依赖走向自立自强,方能找到穿越波动迷雾的有效路径。

  其一,构建更具韧性的供应链网络,从容面对市场波动。

  “果链”企业在进行全球化战略布局时,应着眼于长远与全局,可将3D传感模组、微型电机等优势核心环节的技术核心工厂留在国内,以“国内研发+海外制造”的模式,形成“大脑在国内、手脚在海外”的协同网络,从而构建多节点、抗冲击的供应链网络体系。头部“果链”企业在产能布局上还应注意分散单一市场风险,从而更加从容地应对市场波动。

  其二,强化核心竞争力,推动客户结构多元化。

  经过多年发展,“果链”企业积累了领先的精密制造能力,在电子产品生产领域具备一定优势,下一步,应在核心关键环节形成自主可控的技术能力,将其转化为赋能中国智造的“技术母港”。“果链”企业应打破“苹果订单=股价晴雨表”的单一市场认知,推动价值评估标准从“订单规模导向”转向“技术密度定价”。

  其三,激活技术外溢的乘数效应,形成“资本—产业”的良性循环生态。

  一方面,“果链”企业可加速向AI眼镜、汽车电子、具身智能硬件等新赛道渗透,孵化自主品牌,让技术外溢的乘数效应在自主可控的土壤中持续释放;另一方面,还应深化产业链协同创新,通过构建“果链技术共享池”,推进关键技术的跨领域应用,优化资本配置,重点投入新兴技术和高附加值领域,提升产业链韧性。

  面对复杂的外部环境,企业要将“果链危机”转化为“创新契机”,以自主可控实现硬核突破,方能在全球科技博弈中赢得主动权,进而推动我国科技含“新”量不断提升。

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