Journal of the Economic Geographical Society of Korea (한국경제지리학회지)

The Economic Geographical Society of Korea (한국경제지리학회)
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Reglobalization and Geoeconomic Fragmentation: A Case Study of Chinese E-commerce in the Post-CO VID-19 Era

재세계화와 지경학적 분절화: 코로나 19 이후 중국 전자상거래 기업의 한국 시장 진출을 사례로

  • Yilsoon Paek (Seoul National University Asia Center, Center for Asian Urban Societies)
  • 백일순 (서울대학교 아시아연구소 아시아도시사회센터)
  • Received : 2024.03.12
  • Accepted : 2024.03.26
  • Published : 2024.03.31
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Abstract

While global production supply chains are expected to shift toward friendly or allied countries, pandemic-shoring such as nearshoring and friendshoring, due to increased protectionism and the reorganization of regional value chains in the wake of the global pandemic, the study found that economic rather than political factors are still at play in consumer supply chains. In the case of Chinese e-commerce market (C-commerce), the study attributes the rapid growth of the market to (1) related regulatory relaxations introduced to stimulate consumption after the end of COVID-19, (2) an increasing pattern of wanting to consume more for a limited income and (3) unconventional business activities to increase their share of the global consumption market. Through these phenomena, the production-consumption network is likely to develop into a more fragmented form, and the consumption network in particular is expected to become more fragmented, influenced by the digital technology war, a phenomenon of re-globalization.

글로벌 펜데믹으로 인한 보호무역주의의 강화, 지역 가치사슬로의 재편 등으로 인해 글로벌 생산 공급망은 펜데믹 쇼어링(니어쇼어링, 프렌드쇼어링 등)과 같이 우방국 혹은 동맹국 중심으로 변화할 것으로 예상되고 있지만, 소비 공급망의 경우 정치적인 것보다 경제적 요인이 여전히 유효하게 작용하고 있는 것으로 나타났다. 중국 전자상거래 시장(C-commerce)의 급성장의 원인은 코로나 19 종식 이후 (1) 소비 진작을 위해 도입된 관련된 규제 완화(관세, 통관절차) (2) 제한된 소득 대비 더 많은 소비를 원하는 패턴 증가(가성비를 추구하는 소비) (3)글로벌 소비 시장의 점유율을 높이기 위한 기형적 기업 운영에 기인한 것으로 파악된다. 이러한 현상을 통해 생산-소비 네트워크는 더욱 분절되고 탈동조화된 형태로 발전될 가능성이 높으며, 특히 소비 네트워크는 재세계화 현상인 디지털 기술 전쟁에 영향을 받아 더욱 파편화될 것으로 예상된다.

Keywords

Acknowledgement

이 논문은 2021년 대한민국 교육부와 한국연구재단의 지원을 받아 수행된 연구임(NRF-2021S1A5C2A03088606).

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