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摘要

本文以东南亚经济和商业活动的数字化转型为例,探讨了大湄公河次区域电子商务物流的发展。在回顾东南亚电子商务相关进程的现状和动态时,本文指出了与东盟经济共同体(AEC) 2025年优先事项协同作用的区域经济增长倡议的显著特征。对大湄公河次区域(GMS)的实质和机制层面进行了详细讨论。论文最后转向分析GMS运输和物流组件与整个GMS地区的电子商务实践。这篇文章的目的不是分开讨论GMS的电子商务和经济走廊,这已经被其他研究者做了。相反,本文的分析重点,即以大湄公河次区域合作为例的电子商务、运输和物流协同效应,说明了其学术上的新颖性。作者认为,由于超越数字化本身的资源和资产,中国可能成为当前东南亚共享的运输和物流跨国基础设施协同电子商务需求的主要受益者。虽然这一结论证实了早期的评估,但GMS电子商务物流的例子令人信服地表明,东南亚日益成为一个以中国为导向的经济和商业活动区域。
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E-COMMERCE LOGISTICS IN THE GREATER MEKONG SUBREGION
The article explores the development of e-commerce logistics in the Greater Mekong Subregion as an example of digital transformation of economic and commercial activity in Southeast Asia. On reviewing the present state and the dynamics of e-commerce-related processes in Southeast Asia, the paper points out salient features of regional economic growth initiatives in synergy with the priorities of the ASEAN Economic Community (AEC) 2025. The substantial and the institutional dimension of the Greater Mekong Subregion (GMS) are discussed in detail. The paper finally turns to analyzing the GMS transport and logistics component in connection with e-commerce practices across the GMS area. The article does not aim to discuss the e-commerce and the economic corridors of the GMS apart from each other, which has been done by other researchers. Instead, the analytical focus of the paper, namely, a synergy between e-commerce, transport and logistics exemplified by the GMS cooperation, accounts for its academic novelty. The author argues that owing to the resources and assets that move beyond digitalization per se, China is likely to be the key beneficiary of the current demand for synergizing e-commerce with transport and logistics transnational infrastructure shared by Southeast Asia. Although this conclusion confirms earlier assessments, the GMS e-commerce logistics example convincingly demonstrates that Southeast Asia increasingly becomes a PRC-oriented area of economic and commercial activity.
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