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全球风电产业链的贸易格局演变与风险传导模拟

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[目的]日益复杂动荡的国际形势及频繁多变的贸易摩擦显著加剧了全球贸易中断风险,解析全球风电产业链的贸易演变特征与风险传导机制为网络韧性提升及外生风险防控提供了重要的借鉴参考。[方法]本文利用复杂网络方法刻画了2000-2021年全球风电产业链的贸易格局演变特征,结合网络韧性检验测度了风电产业链中不同生产环节贸易网络的鲁棒性,基于级联失效模拟解析了不同国家(地区)的供应风险对风电产业链的影响程度。[结果]①全球风电产业链整体贸易规模不断扩大,国家(地区)之间的贸易联系日益密切,全球风电产业链网络复杂性呈上升趋势;②中国逐渐成为全球风电组件出口的主要节点,与众多国家(地区)建立了紧密的贸易联系,在全球风电产业链中扮演着日益重要的角色;③在塔筒和发电机贸易网络中,源自中国的供应风险对全球风电产业链的级联影响相对较大,而在叶片和齿轮箱贸易网络中,源自美国及德国的供应风险对全球风电产业链的级联影响相对较大。[结论]随着国际形势日益严峻及风电需求逐渐扩张,优化产业布局,加强技术创新,开拓新兴市场,对于系统性防范化解全球风电产业链的潜在风险具有启示意义及实践价值。
Trade pattern evolution and risk propagation modeling of wind power industrial chains worldwide
[Objective]The increasingly complex international situations and frequent trade frictions have significantly intensified the supply risk of global industrial chains.The trade pattern evolution identifying and risk propagation modeling of global wind power industrial chains would provide essential implications for increasing the resilience of industrial chains and securing energy supplies.[Methods]This study depicted the spatial-temporal characteristics of major wind power industrial chains during 2000-2021 based on complex network analysis,revealed the resilience of the industrial networks by network resilience assessment,and tracked the impacts of supply risks from different countries(regions)based on cascading failure modeling.[Results](1)The overall scale of global wind power industrial chains continued to expand with trade connections between countries(regions)intensifying,and the complexity and efficiency of industrial networks increased significantly.(2)China as a major exporter played an increasingly important role in the global wind power industrial chains,establishing intense trade relations with numerous countries(regions).(3)Supply risks originating from China may generate profound impacts on the tower and generator trade networks,while supply risks originating from the United States and Germany may generate profound impacts on the blade and gearbox trade networks,respectively.[Conclusion]Optimizing industrial layout,collaborating with emerging markets,and strengthening technological innovation are thus of great significance for systematically preventing potential risks within wind power industry chains worldwide.

wind power industrial chainstrade patternsnetwork resiliencesupply chain riskrisk propagation

李威龙、韩梦瑶

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中国科学院地理科学与资源研究所,北京 100101

中国科学院区域可持续发展分析与模拟重点实验室,北京 100101

中国科学院大学资源与环境学院,北京 100049

风电产业链 贸易格局 网络韧性 供应链风险 风险传导

国家社会科学基金项目国家自然科学基金项目国家自然科学基金项目中国科学院青年促进会会员项目

22CJY02042371183723480032023058

2024

资源科学
中国科学院地理科学与资源研究所 中国自然资源学会

资源科学

CSTPCDCSSCICHSSCD北大核心
影响因子:2.408
ISSN:1007-7588
年,卷(期):2024.46(9)