海湾国家参与清洁能源供应链的重塑逻辑与合作选择——以沙特阿拉伯和阿联酋为例  

Reinventing Logic and Cooperation Options for Gulf Countries’Participation in Clean Energy Supply Chain:Taking Saudi Arabia and UAE as Examples

作　　者：寇静娜 温斌斌 Kou Jingna;Wen Binbin(Taiyuan University of Technology)

机构地区：[1]太原理工大学经济管理学院

出　　处：《国际经济合作》2024年第5期23-32,92,共11页Journal of International Economic Cooperation

基　　金：国家社会科学基金一般项目“中国深度参与全球能源转型的角色塑造与战略提升研究”(编号:23BGJ036)。

摘　　要：全球能源转型持续加速,促使清洁能源供应链逐渐成为各国竞争的关键领域。不同于传统油气资源供应链,清洁能源供应链具有上游去中心化、中游高技术门槛、下游分散本土化的典型特征。沙特阿拉伯和阿联酋以油气资源出口为主,虽不具备主导把控清洁能源供应链的能力,但借助先天资源优势,通过主动推出一系列清洁能源政策及投资,配合光伏、风电及氢能等大型项目的落地运营,实现系统性参与全球清洁能源供应链重塑。在选择合作对象的过程中,除与欧洲继续保持惯性合作外,合作趋势持续“东移”,中国成为最关键的合作伙伴。双方合作空间与潜力巨大,应在现有合作成果基础上协力扩大供应链合作范畴并深化细节,塑造以能源为内核的中国—海湾国家欧亚大陆经济走廊,努力成为下一阶段全球能源复杂博弈中的核心力量。The accelerated global energy transition has made the clean energy supply chain a key area of competition among countries.Different from the traditional oil and gas supply chains,clean energy supply chain exhibits distinctive features of upstream decentralization,midstream high technological threshold,and downstream deconcentration and localization.Saudi Arabia and the UAE primarily export oil and gas resources.Despite lacking dominance over the clean energy supply chain,they,by virtue of innate resource advantages,engage in the construction of the global clean energy supply chain by proactively initiating a range of clean energy policies and investments and collaborating on implementing and operating large-scale projects related to photovoltaic,wind power,and hydrogen energy.In the process of selecting cooperation partners,in addition to maintaining ongoing cooperation with Europe,there is a growing inclination towards expanding partnerships in the East,and China has emerged as the most pivotal partner.China and the two Gulf countries boast huge potential for cooperation and should work together to expand the scope of supply chain cooperation and deepen the details based on the existing cooperation achievements,to shape the China-Gulf countries econimic corridor on the Eurasian continent with energy as the core,and endeavor to become the core force in the next stage of the complex game of global energy.

关 键 词：海湾国家 清洁能源 供应链 能源安全 能源合作 能源转型 

分 类 号：F416.2[经济管理—产业经济] F274