地球学报2025，Vol.46Issue(5)：1021-1031,11.DOI:10.3975/cagsb.2025.082704
新能源汽车产业链中含钴产品贸易网络供应风险传播研究
Supply Risk Propagation of Cobalt-containing Products Trade Network in the New Energy Vehicle Industry Chain
摘要
Abstract
Cobalt is a key raw material in battery production for new-energy vehicles(NEVs).The international trade in cobalt-containing products runs through the entire NEV industry chain;however,most countries are highly dependent on foreign cobalt mineral supplies,leading to widespread concerns over supply risks in the international community.This study constructed a multilayer trade network for cobalt-containing products in the NEV industry supply chain by integrating material flows and international trade data.Based on the network,a cascading failure model was employed to simulate the propagation of supply risks and analyze the characteristics and pathways of risk spread.The results indicate that(1)according to the structural characteristics of trade network for Co-containing products in the NEV industry chain,the trade network becomes denser,with a broader range of participating countries and larger risk propagation scale,as one moves downstream.(2)The main risk propagation pathway is amplified step-by-step along"Congo-Kinshasa-China-USA/Japan/Germany".The upstream risks are transmitted midstream via strong connections between Congo-Kinshasa and China,whereas diffusion from midstream to downstream involves several NEV manufacturing countries,such as Japan and the USA.(3)China possesses strong risk transmission capabilities midstream and downstream,influencing 70%and 61%of trade participants,respectively.Although China exhibits strong intra-layer risk resistance,its ability to withstand upstream inter-layer risks from upstreak is weak.The present study identifies the key nodes and paths of supply risk propagation for Co-containing products in the NEV industry chain and provides a theoretical reference for the construction of a risk supervision and early warning system for the industry chain.关键词
钴/新能源汽车产业链/风险传播/贸易网络/级联失效Key words
cobalt/new energy vehicle industry chain/risk propagation/trade network/cascading failure分类
管理科学引用本文复制引用
孙源辰,吴三忙,雷涯邻,何建武,李善同,张艳飞..新能源汽车产业链中含钴产品贸易网络供应风险传播研究[J].地球学报,2025,46(5):1021-1031,11.基金项目
本文由地球深部探测与矿产资源勘查国家科技重大专项(编号:2024ZD1002001)和国家自然科学基金(编号:71773118 （编号:2024ZD1002001）
72373136 （）
72433005)联合资助. This study was supported by DeepEarth Probe and Mineral Resources Exploration-National Science and Technology Major Project(No.2024ZD1002001),and National Natural Science Foundation of China(Nos.71773118,72373136,and 72433005). （No.2024ZD1002001）
