本文梳理了欧盟最近三年出台的产业政策,分析其对产业链布局进而对中国产业发展的影响。研究显示:欧盟新出台的产业政策以绿色化、数字化转型为重点,开始从追求竞争力和增长向追求增长、安全、领导地位转变。欧盟产业优势集中于化工、交通设备、农产品等领域,从13个供应链生态系统看,具有领导地位的有航空航天和国防等7个,数字、电子等4个生态系统处于劣势地位。欧盟出台政策对欧盟产业起到“强长+补短”的作用,对中国产业发展的影响短期内表现在纺织、钢铁等高能耗行业,长期内可能冲击办公电信设备等产业。
The paper reviews the industry-related policies issued by the European Union in the last three years,and analyzes their influences on the industrial chain layout and further on China’s industrial development. The research shows that the green transformation and digital transformation are the main line of the EU’s policies,and the new policies have shifted from pursuing competitiveness and growth to pursuing growth,security and leadership. The EU’s industrial advantages are concentrated in the fields of chemical industry,transportation equipment,agricultural products,etc. From the perspective of 13 supply chain ecosystems,there are seven leading ecosystems,such as aerospace and national defense,while four ecosystems,such as digital and electronic,are at a disadvantage. The EU policy plays a strong role in strengthening the advantage industries and complementing the weak ones,and its impact on China’s industrial development is manifested in high energy consumption industries such as textiles and steel in the short term,and in office telecommunications equipment in the long term.