欧美电池供应链竞争布局及对我国的影响与对策研究

Research on the Competitive Layout of European and American Battery Supply Chain and Impact on China and Countermeasures

摘要:

碳中和目标约束下，全球电池产业链供应链竞争加剧，欧美通过本土化、阵营化、政治化举措试图对中国进行打压。在极端脱钩政策影响下，全球电池供应链区域化、短链化、武器化势头明显，长期我国将面临关键原材料供应、技术和市场竞争、碳贸易壁垒等诸多挑战。对此，建议我国从加强关键原材料供应、先进电池技术研发攻关和转化、国内产业链和应用场景、国际市场拓展等方面，推动“双碳”背景下电池供应链高质量发展。

Abstract:

Under the constraint of carbon neutrality target, the global battery industry and supply chain competition is intensifying. Europe and the United States try to suppress China through localization, camp and politicization measures. Under the influence of extreme decoupling policy, the global battery supply chain has obvious momentum of regionalization, short-chain and weaponization. In the long term, China will face many challenges such as supply of key raw materials, technology and market competition, carbon trade barriers and so on. In this regard, it is suggested that China should strengthen the supply of key raw materials, research and development and transformation of advanced battery technology, domestic industrial chain and application scenarios, and international market expansion to promote the high-quality development of battery supply chain under the background of "double carbon".