全球光伏产业链贸易网络演化特征及影响因素  

Dynamic Evolution Characteristics of the Global PV Industry Chain Core Product Trade Network and Influencing Factors

作　　者：齐玮[1] 黎俊宏 李启昊 Qi Wei;Li Junhong;Li Qihao(Department of Economics and Management,North China Electric Power University,Baoding 071000,China)

机构地区：[1]华北电力大学经济管理系,保定071000

出　　处：《工业技术经济》2025年第2期150-160,共11页Journal of Industrial Technology and Economy

基　　金：河北省自然科学基金“数字技术赋能下河北省制造业供应链协同创新策略研究”(项目编号:G2024502006)。

摘　　要：本文基于社会网络分析法对2007~2022年全球光伏产业链贸易网络演化特征及影响因素的研究发现:(1)产业链上、中、下游整体网络指标依次增高,中游受到贸易保护政策影响最大;(2)光伏贸易趋于活跃,制裁与规避使产业向东南亚、中东欧转移;(3)经济规模、制造业能力、距离等对产业链各环节贸易水平产生了持续影响。综上,光伏产业政策所拓展的市场可以保证一定水平制造业规模和技术的更迭,进而获得贸易优势地位并反哺贸易政策,保证其有效性。本文研究对于把握我国光伏产业未来贸易方向,制定差异化政策提供数据支持。The paper investigates the dynamic evolution characteristics of the global PV industry chain's core product trade network from 2007 to 2022,and analyzes its influencing factors using the QAP method.It is found that:(1)the overall network indicators of the upstream,midstream and downstream of the industry chain increase sequentially.However,the upstream network is stable and the midstream and downstream tend to be denser,the midstream of the industry chain is most affected by trade protection policies.(2)Global PV trade tends to be active;sanctions and circumvention make the industry radiate from China to Southeast Asia,and intra-European industries move to Central and Eastern Europe.(3)Economic scale,manufacturing capacity,and distance have had a sustained impact on trade in each link of the PV industry chain.In summary,the market expanded by the PV industrial policy can ensure a certain level of manufacturing scale and technological progress,and then gain a dominant position in trade and feed the trade policy to ensure its effectiveness.This paper provides data support for grasping the future trade direction of China's photovoltaic industry and formulating differentiated policies.

关 键 词：光伏产业链 国际贸易网络 复杂网络 社会网络理论 QAP方法 未来贸易方向 差异化政策 

分 类 号：F746.2[经济管理—国际贸易] F746.9[经济管理—产业经济]