Abstract: Based on the input-output tables of China and America, this paper compares the difference of upstream and downstream industries and relevancy degree, measured by the method of correlation ratio, between the electronic information manufacturing industry (EIMI) of China and America. The findings show that: The major upstream industries of America’s EIMI are producer services, especially the knowledge-intensive ones, while the upstream industries of China’s EIMI are mostly the traditional manufacturing industries. Besides, America’s EIMI is promoted by government procurement policy and has stronger relationship with high-tech industry than China’s. The core components of China’s EIMI rely primarily on import while its terminal products depend mainly on export. Thus, the upstream and downstream industries, market environment and government policies of China’s EIMI must be improved to promote its development.

摘要： 本文以中美投入产出表为基础，运用关联比例法度量产业间的关联强度，并对中美电子信息制造业上下游关联产业及关联强度差异进行比较分析，以期从产业环境的角度探讨中国电子信息制造业的发展策略。研究表明：美国电子信息制造业的上游产业主要为生产性服务业，且以知识密集型服务业居多，而中国电子信息制造业的上游产业大多为传统制造业；美国电子信息制造业下游受政府公共采购政策的需求拉动明显，且与高技术产业的关联强度远高于中国。中国电子信息制造业上游的核心元器件主要依靠进口推动，下游的终端产品主要为出口需求拉动。因此，中国电子信息制造业创新能力的提升离不开其上下游产业环境、市场及政策环境的改善。

关键词: 电子信息制造业, 上下游产业, 关联强度, 比较分析, EIMI, upstream and downstream industries, relevancy degree, comparative analysis