摘要
新能源汽车作为全球绿色转型的重要解决方案之一,被世界多国列为战略新兴产业,市场需求旺盛。中韩两国在新能源汽车领域,特别是在动力电池制造环节均有领先优势,两国新能源汽车贸易量均大幅增长,具备良好的产业和科技合作基础,且在两国政府的大力支持下,合作基础坚实。波特五力分析模型显示,中国新能源汽车产业整体竞争力强于韩国,在国际市场上也具有较强的竞争力,但在国内市场的竞争较为激烈;韩国则面临较大的国际竞争压力和国内市场限制;两国均面临需求方议价能力增强和替代品威胁减弱的发展趋势。当前,中韩新能源汽车产业合作仍面临两国核心利益冲突、地缘政治风险难测、新能源矿产资源供应不稳定、美西方汽车产业链西迁、新能源技术更新迭代速度快等挑战。未来,两国可依托中韩FTA、RCEP等利好政策,加强核心环节技术创新合作,共同开拓第三方市场,强化上下游产业链合作,合力推动新能源基础设施建设,推动新能源汽车标准国际化与创新升级。
As one of the important solutions for global green transformation,new energy vehicles have been listed as a strategic emerging industry by many countries around the world,with strong market demand.China and South Korea have leading advantages in the field of new energy vehicles,especially in the manufacturing of power batteries.The trade volume of new energy vehicles between the two countries has significantly increased,and they have a good foundation for industrial and technological cooperation.They have also received strong support from the governments of the two countries,and the cooperation foundation is solid.The Porter's Five Forces analysis model shows that the overall competitiveness of China's new energy vehicle industry is stronger than that of South Korea,and it has strong competitiveness in the international market,but the competition in the domestic market is relatively fierce;South Korea faces significant international competition pressure and domestic market restrictions;both countries are facing a development trend of increased bargaining power on the demand side and weakened threat of substitutes.At present,the cooperation between China and South Korea in the new energy vehicle industry still faces challenges such as core interests conflicts between the two countries,unpredictable geopolitical risks,unstable supply of new energy mines,westward migration of Western automotive industry chain,and fast pace of new energy technology updating and iterating.In the future,the two countries can rely on favorable policies such as China-South Korea FTA and RCEP to strengthen cooperation in technological innovation in core links,jointly explore third-party markets,enhance cooperation in upstream and downstream industrial chains,work together to promote the construction of new energy infrastructure,and boost the internationalization and innovation upgrading of new energy vehicle standards.
作者
张爽
沈梦溪
张哲
ZHANG Shuang;SHEN Mengxi;ZHANG Zhe(Chinese Academy of International Trade and Economic Cooperation,Beijing,100710)
出处
《东北亚经济研究》
2025年第4期29-46,共18页
Northeast Asia Economic Research
关键词
碳中和
新能源汽车
中韩产业合作
新质生产力
波特五力模型
Carbon neutrality
New energy vehicles
China-South Korea industrial cooperation
New quality productive forces
Porter's Five Forces Model
