한국-동남아 가치사슬 안정화를 위한 메콩지역 협력 방안 연구(A Study on the Cooperation between Mekong Subregion and RoK to Build Stable Supply Chains in Southeast Asia)

본 연구에서는 메콩지역을 통해 한국의 공급망을 다변화할 수 있는지를 검토했다. 메콩지역의 현재 개발 상황과 인프라 여건을 고려할 때 한국의 공급망 연계 대상지로 단기간에 기능하기는 어렵겠지만, 중장기적 관점에서 한국과의 협력을 통해 공급망 관련 역량을 개발한다면 한-아세안 간 안정적 공급망 구축에 기여할 전망이다. The Mekong subregion emerged as the core of the global value chain (GVC) with the influx of foreign direct investment. This is because the Mekong subregion’s economy is growing rapidly and is a strategic point in the face of the U.S.-China hegemony competition. Korea is also recognizing the importance of the Mekong subregion and carrying out cooperative activities. This study examines whether Korea’s supply chain can be diversified through the Mekong subregion. Considering the development situation and infrastructure conditions of the Mekong subregion, it will be difficult for the Mekong subregion to function as a target for Korea’s supply chain diversification in a short period of time, but we will preemptively explore Korea-Mekong cooperation measures to explore the feasibility. To this end, Chapter 2 examines the GVC policies promoted by major developed countries such as the U.S., China, and Japan and the Mekong countries’ own GVC policies. The United States, China, and Japan are promoting various cooperative strategies and initiatives for the Mekong subregion. First of all, the United States, promoting the “Mekong-U.S. Partnership,” is paying attention to economic integration, human resource development, and non-traditional security in the Mekong subregion. China is also promoting Mekong cooperation with interest in linking the Mekong subregion and the southwestern part of China mainland through the Lancang-Mekong Cooperation (LMC) initiative. Meanwhile, China revised the FTA with ASEAN in 2016 and was active in entering into force of RCEP. After the global financial crisis, Japan has established a Comprehensive Asian Development Plan (CADP) that encompasses the Mekong subregion and India and supports the incorporation of global networks in these regions by maintaining wide-area infrastructure and creating industrial complexes. Meanwhile, Japan began to disperse production bases in Asia in 2012 and launched its “China+1” strategy in earnest. In addition, Japan has established “AJIF” in 2022 to foster ASEAN, including the Mekong region, as a hub for the global supply chain. It is also expanding support for Japanese firms to diversify their overseas supply chains. (the rest omitted)