中美两国的新能源产业在全球市场中均占有一席之地,其产业竞争力体现在不同的细分行业及产业链环节上。在氢能产业上,与中国相比,美国在全国市场上处于绝对领先地位,无论是技术、价格、规模都具有很强的竞争力;在风能产业上,与中国相比,美国在运行效率上具有优势,但在规模和价格上不具有竞争力;在太阳能产业上,与中国相比,美国在太阳能薄膜电池等方面仍具有技术优势,运行效率高,但在规模和价格上不具有竞争力;在生物质能产业上,美国和中国均在固体生物质能利用方面具有较强的国际竞争力,但在液体生物质能和生物质气方面,美国相比中国具有更强的竞争力;在页岩气、页岩油及地热能产业上,美国相比中国在开采技术、开采条件等方面具有更强的竞争力。在上市公司层面,中美两国在新能源产业细分行业中的竞争力存在明显差异,中国主要是在光伏行业和风电行业中具有较强的全球竞争力,而在其他细分行业中,相关的中国上市公司相比美国,竞争力不足。中美新能源产业进出口关系受贸易摩擦影响较大,中国除了在全球市场重新布局之外,应该在核心技术研发和体制改革上着力,增强我国新能源产业的国际竞争力。
<<The new energy industry in both China and the United States has a place in the global market,and their industrial competitiveness is reflected in different sub-sectors and industrial chain links. In the hydrogen energy industry,compared with China,the United States is in an absolute leading position in the national market. It has strong competitiveness in terms of technology,price and scale. In the wind energy industry,the United States is operating more efficiently than China. It has advantages,but it is not competitive in scale and price. In the solar industry,compared with China,the United States still has technological advantages in solar thin film batteries,and has high operational efficiency,but it does not compete in scale and price. In the biomass energy industry,the United States and China have strong international competitiveness in the use of solid biomass energy,but in terms of liquid biomass energy and biomass gas,the United States is more competitive than China. In the shale gas,shale oil and geothermal energy industries,the United States is more competitive than China in mining technology and mining conditions. At the level of listed companies,there are significant differences in the competitiveness of China and the United States in the new energy industry segment. China mainly has strong global competitiveness in the photovoltaic industry and wind power industry,while in other sub-sectors,related Chinese listed companies are less competitive than the United States. The import and export relationship between China and the US new energy industry is greatly affected by trade friction. In addition to re-layout in the global market,China should focus on core technology research and development and system reform to enhance the international competitiveness of China’s new energy industry.
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