中国新能源产业发展态势、优势潜能与取向选择  

The Development Trend,Advantage Potential,and Orientation Selection of China's New Energy Industry

作　　者：陈星星[1,2,3] 田贻萱 CHEN Xing-xing;TIAN Yi-xuan

机构地区：[1]中国社会科学院数量经济与技术经济研究所 [2]中国社会科学院大学应用经济学院 [3]中国数量经济学会

出　　处：《改革》2024年第5期112-123,共12页Reform

基　　金：中国社会科学院智库基础研究项目“‘双碳’背景下新型能源体系建设研究”(23ZKJC073);中国社会科学院经济大数据与政策评估实验室项目(2024SYZH004);国家社会科学基金项目“增强国内大循环内生动力和可靠性与提升国际循环质量和水平研究”(22VRC082);国家社会科学基金重大项目“区域协同推进碳达峰碳中和路径与政策研究”(22ZDA114)。

摘　　要：大力培育发展新能源产业,既是贯彻新发展理念的内在要求,又是推动能源绿色低碳转型的必由之路。未来3—5年是中国新能源产业发展的关键时期,要形成与碳达峰碳中和目标相匹配的发展规模,抢占产业发展的技术制高点,引领国民经济跨越式发展,形成经济增长的新动能。中国新能源产业发展呈现在全球范围拥有巨大市场和增长潜力、逐步形成外贸竞争新优势、拉动商品出口结构持续优化等态势,但也面临产业链起点不平衡冲击新能源资本市场秩序、新技术新产品产业化进程亟待提高、贸易保护政策等竞争形势加剧发展不确定性等问题。培育新能源产业发展新动能的关键任务在于优化新能源产业领域资源配置,构建优势互补的多元能源体系,优化新能源产业链整体部署,加快形成高水平制度型开放格局,巩固提高新能源产业国际竞争力。Vigorously cultivating and developing the new energy industry is not only an inherent requirement for implementing the new development concept,but also a necessary path to promote the green and low-carbon transformation of energy.The next 3-5 years will be a crucial period for the development of China's new energy industry.It is necessary to form a development scale that matches the carbon peak and carbon neutrality goals,seize the technological high ground of industrial development,lead the leapfrog development of the national economy,and form new driving forces for economic growth.The new energy industry in China has a huge market and growth potential on a global scale,gradually forming new advantages in foreign trade competition and driving the continuous optimization of commodity export structure.However,it also faces problems such as the imbalance of the starting point of the industrial chain,the impact on the order of the new energy capital market,the urgent need to improve the industrialization process of new technologies and products,and the intensified development uncertainty of trade protection policies and other competitive situations.The key task of cultivating and developing new energy and new driving forces lies in optimizing resource allocation in the field of new energy,building a diversified energy system with complementary advantages,improving the overall deployment of the new energy industry chain,accelerating the formation of a high-level institutional open pattern,and consolidating and improving the international competitiveness of the new energy industry.

关 键 词：新能源产业 绿色低碳转型 新发展理念 

分 类 号：F426.2[经济管理—产业经济]