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金融危机之后,随着全球经济形势的持续低迷,我国代工企业原有的比较优势逐渐 消失,多数代工企业被锁定在价值链低端环节,利润率持续低下,外向型代工模式难以 为继,实施战略转型已成为必然。2015 年我国政府提出“互联网+”行动计划,推进先进 互联网技术与传统企业相结合,为代工企业实施转型提供了发展契机。 论文基于“互联网+”的背景,采用理论分析和案例分析相结合的方法,在分析代工、 “互联网+”概念和代工转型相关理论的基础上,分析了“互联网+”背景下代工企业面临国 际和国内形势。代工企业在国际方面面临发达国家制造业回流、新兴国家崛起、国际贸 易竞争加剧及各种不确定因素的增加,国内方面面临经济发展进入新常态、国家鼓励企 业转型升级、互联网冲击、代用企业竞争加剧及人力成本上升的问题。 随后对“互联网+”背景下 F 公司代工转型内容及障碍因素进行详细分析,指出 F 公 司转型内容主要包括从 OEM 持续向 ODM 转型、由传统制造向智能制造转型和向提供 解决方案服务转型三个方面;为顺利实施转型 F 公司必须克服组织臃肿,管理问题突出, 中层管理干部素质欠佳,思想抵触,转型关键人才缺乏等障碍因素。 最后论文提出“互联网+”背景下 F 公司代工转型思路及对策。F 公司可以通过提升 设计研发能力,持续向 ODM 转型;通过导入互联网技术,向智能制造转型;还可以通 过增强服务意识及能力,向解决方案提供商转型的转型思路。并给出 F 公司转型对策, 包括优化组织结构、推行精益管理、创建学习组织和重塑企业文化四个方面。 在当前互联网与传统工业深度融合的背景下,代工企业转型思路广泛,依托代工经 验数据积累实现 ODM 转型和智能制造及服务化转型,是我国代工企业的重要出路。 关键词,互联网+,代工,战略转型,价值链,工业互联网III ABSTRACT After the financial crisis, with the continuous downturn of the global economic situation, the original comparative advantages of China’s OEM enterprises gradually disappeared, most of them were locked in the low-end of the value chain, the profit rate continued to be low, the export-oriented OEM model could not continue, and the implementation of strategic transformation has become inevitable. In 2015, the Chinese government put forward the “Internet +” action plan to promote the combination of advanced internet technology and traditional enterprises, providing development opportunities for OEM enterprises to implement the transformation. Based on the background of “Internet +”, this paper adopts the method of combining theoretical analysis and case analysis, and analyzes the international and domestic situation of OEM enterprises under the background of “Internet +” on the basis of analyzing the concept of “Internet +” and relevant theories of OEM transformation. OEM enterprises are faced with the backflow of manufacturing industry in developed countries, the rise of emerging countries, the intensification of international trade competition and the increase of various uncertain factors internationally. Domestic enterprises are faced with the problems of economic development entering the new normal, the state’s encouragement of enterprise transformation and upgrading, the impact of the internet, the intensification of competition of substitute enterprises and the rise of labor costs. Then, the content and obstacles of F company’s OEM transformation under the background of “Internet +” are analyzed in detail. It is pointed out that F Company’s transformation mainly includes three aspects: continuous transformation from OEM to ODM, transformation from traditional manufacturing to intelligent manufacturing and transformation to providing solution services. In order to successfully implement the transformation, F Company must overcome such obstacles as bloated organization, prominent management problems, poor quality of middle-level management cadres, ideological conflict, and lack of key talents in the transformation. Finally, the paper puts forward the ideas and countermeasures of F company’s OEM transformation under the background of “Internet +”.F company can continuously transform to ODM by improving itsIV design and development capacity. Transition to intelligent manufacturing through the introduction of Internet technology; It can also transform the idea of transforming to solution provider by enhancing service awareness and capability. In addition, the paper gives some measures to guarantee F company’s transformation, including optimizing organizational structure, implementing lean management, establishing learning organization and reshaping corporate culture. Under the background of deep integration of Internet and traditional industry, OEM enterprises have a wide range of ideas for transformation. Relying on OEM experience data accumulation to realize ODM transformation and intelligent manufacturing and service-oriented transformation is an important way out for OEM enterprises in China. KEYWORDS: Internet +, OEM, Strategic transformation, Value chain, Industrial internetV 目 录 摘要.........................................................................................................................................I ABSTRACT.............................................................................................................................III 1 绪 论......................................................................................................................................1 1.1 研究背景及意义.............................................................................................................1 1.1.1 研究背景..................................................................................................................1 1.1.2 研究意义..................................................................................................................2 1.2 文献综述.........................................................................................................................2 1.2.1 互联网转型综述......................................................................................................2 1.2.2 代工转型综述..........................................................................................................4 1.3 研究内容及论文结构.....................................................................................................7 1.4 研究特色与不足之处.....................................................................................................8 1.4.1 研究特色..................................................................................................................8 1.4.2 不足之处..................................................................................................................8 2 相关概念及理论....................................................................................................................9 2.1 代工的概念及特征.........................................................................................................9 2.1.1 代工的概念界定......................................................................................................9 2.1.2 代工的特征..............................................................................................................9 2.2“互联网+”概念..............................................................................................................11 2.2.1 “互联网+”内涵特征...............................................................................................11 2.2.2 “互联网+”对企业转型的助力作用.......................................................................12 2.3 代工转型相关理论.......................................................................................................13 2.3.1 全球价值链理论....................................................................................................13 2.3.2 核心竞争力理论....................................................................................................15 2.3.2 精益管理理论........................................................................................................16VI 3 “互联网+”背景下代工企业面临形势分析....................................................................17 3.1“互联网+”背景下代工企业面临国际形势分析...............................