日前，助理教授陆嘉骏与ZIBS院长、教授贲圣林合作的文章在《中国日报》全球版“全球视野”栏目刊发（属中国观察智库文章）。文章分析了美国的关税政策和变化的世界格局对全球绿色转型及中国绿色供应链的影响，提出战略性地升级绿色供应链将有助于中国更好地与国际伙伴开展合作，加强引领全球低碳转型，助力构建有韧性的全球绿色供应链网络，并为全球绿色产业的可持续发展作出贡献。
From constraint to catalyst
Strategically upgrading its green supply chains in a changing global landscape will help China better cooperate with international partners and contribute to global sustainability in green industries
China's trade exposure to the US has already declined notably. US-bound exports dropped from 21.6 percent of China's total trade in 2017 to 13.4 percent in 2024, while Chinese import dependence on the US decreased from a 19.2 percent share in 2018 to 14.7 percent in 2024. While this means the tariffs inflict acute financial pressure on some green product manufacturers and inject volatile cost signals, the broader integrity and international outreach of China's green supply networks remain relatively insulated.
Another challenge is the policy-driven disruption to China's green supply chain coordination with the global green transition. While the overall supply chain remains stable, key green technology sectors face cost pressures that may delay investments and capacity growth. China's solar industry shows resilience with expanding exports to diverse markets outside the US, reducing dependence on any single country. In lithium-ion batteries, despite the US being the largest export market, strong domestic firms with integrated supply chains and advanced technology mitigate tariff impacts. Although market diversification and technological strength help ease disruptions, adapting sales strategies and global positioning remains challenging, potentially slowing China's role in the global decarbonization effort.
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本文为陆嘉骏与ZIBS院长贲圣林共同撰写。以上为内容节选，阅读全文：https://www.chinadaily.com.cn/a/202507/07/WS686b0bada31000e9a573a6ef.html
