國家機關(the State)是否利用國家資源干預市場(the Market)、國家機關是否應選擇某些特定產業加以扶植(selective policy)?這些投入資源是否能被有效達成發展的目的?是政治經濟學界有關「新古典經濟學派」與 「發展型國家學派」爭辯的焦點。在東協國家中,同樣自 1970 年代發展汽車產業,為何泰國與馬來西亞的汽車產業發展出現差距?差距是否源自國家機關與產業政策互動的結果?本研究藉由探討馬來西亞與泰國汽車產業的發展歷程,試圖比較與論證在國家機關所建立的產業策略下,兩國汽車產業發展的差異。本文發現:雖然發展中國家的產業發展有賴於國家機關的介入,產業政策的策略選擇也會有所不同:其一是在「自主發展」(馬來西亞)與「依賴發展」(泰國)之間產業策略的選擇;其二是馬來西亞汽車產業的「政治性」阻礙後續產業政策「追隨市場」的調整。國家機關的「策略選擇」與「政治介入」是本文認為馬來西亞汽車產業發展遜於泰國的主因。
Whether should the state interfere the market by using state resources? Should the state cultivate certain industries? Does the state resources work to help the state achieve developmental goals? These are the arguments between the ‘New Classical Economics School’ and the ‘National Development School’. Automobile industries in both Thailand and Malaysia developed in the 1970s with governmental interference but the development in the two countries diverged. Does the difference come from the interactions between the states and the industries? This paper compares the developmental differences between the automobile industries under different industrial policies of the two countries. This paper discovers that although the development of industries in developing countries require interference from the government, the political and economical background differences affect the policies adopted. The choice between ‘autonomous development (Malaysia)’ and ‘dependent development (Thailand)’ is the first issue. The second issue is that the politics in automobile industry in Malaysia deters the industrial adjustment toward ‘market follow’. This paper finds that the ‘strategy choice’ and ‘political interference’ are the two reasons Malaysian automobile industry has less competitiveness than that in Thailand.
相對於泰國與馬來西亞,印尼是東南亞最早發展汽車業的國家,也有內需市場支撐,但是印尼並沒有像泰國成為亞洲的底特律,也沒有如馬來西亞建立起國家汽車品牌,而成為「有市場無技術」的「無科技工業化」。本文以政治經濟學領域中的「制度分析」途徑,就國家干預、政商關係、跨國產業分工等三個角度分析印尼汽車產業失靈的原因。受限於印尼政治經濟的結構因素,本文發現印尼汽車產業失靈的原因在於:在產業發展時期國家的干預政策沒有「學習」與「管理」市場;本土資本未建立產業所需相對的供應鏈,..
With respect to Thailand and Malaysia, Indonesia was first in Southeast Asia to develop a automotive industry, supported by the domestic market. But Indonesia did not become the “Detroit of Asia” as Thailand, or establish national brands as Malaysia. On the contrary, Indonesia is a “huge market without technology,” an “Industry Without Industrialization.” This paper adopts an institutionalist approach with three aspects – state intervention, government-business relations, a..
日本戰後形成的發展型國家體制被視為是1990 年代「失落十年」的元兇,日本政府因此採取了眾多政治與經濟上的構造改革。本文檢視日本發展型國家體制中兩個促成日本經濟成長的重要制度如何因改革而發生變化:一是力量強大的大藏省用來保護金融界的「護送船團」金融監理制度,二是傳統上金融界相互分擔分險、銀行和企業間特殊溝通管道而形成的「主要經辦銀行制度」。不少學者認為日本發展型國家已經轉型為英美式的監理型國家,但本文發現,雖然改革後的金融監理制度可說趨向監理型國家,「主要經..
The developmental state built after WWII has been blamed for Japan’s “lost decade” of the 1990s. The Japanese government takes a lot of structure reforms in politics and economics. This article examines how the two- important traditional structures of Japanese developmental state that were named as the engines of postwar economic successes were transformed by reforms. The first is so called “convoy system” financial regulation: the powerful ministry Okurasho with this system protected the financi..
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