智库理论与实践2026，Vol.11Issue(2)：83-93,11.DOI:10.19318/j.cnki.issn.2096-1634.20250808.0006
中美科技战略竞争背景下我国卫星互联网产业链依赖结构与演变研究
Dependency Structure and Evolution of China's Space-Based Internet Supply Chain under Sino-US Science and Technology Competition
摘要
Abstract
[Purpose/Significance]Amid intensifying Sino-US technological competition and the growing rivalry for orbital spectrum resources,space-based internet has become a critical component of national strategic infrastructure.Mapping the spatiotemporal evolution of China's industrial chain dependencies is essential for securing supply chains and developing targeted technological breakthroughs.[Method/Process]Following the Satellite Industry Association's value chain classification,this study identifies 79 core HS-6 products.Using UN Comtrade data from 2014 to 2023,it maps China's trade dependencies with 14 major economies and establishes a trade dependency risk index to track the evolution of import-export structures with its top five trading partners.[Result/Conclusion]The findings reveal that:① China's space-based internet supply chain exhibits insufficient resilience to external shocks,with distinct turning points marked by sudden export declines and import surges.②While the upstream segment remains constrained by technologically advanced Western nations,the midstream and downstream segments are rapidly"Asianizing"under the influence of the RCEP and"China+1"strategies—with Vietnam and the Philippines replacing the U.S.and Germany as primary import sources.Consequently,China must strengthen top-level strategic design and resource coordination to enhance upstream autonomy and diversify mid-to-downstream imports,ensuring a more resilient and secure supply chain.关键词
卫星互联网/中美贸易摩擦/产业链依赖度/产业链迁移Key words
space-based internet/Sino-US science and technology competition/supply chain interdepen-dency/industrial transfer分类
管理科学引用本文复制引用
范唯唯,李学渊,徐彬彬,郭剑锋..中美科技战略竞争背景下我国卫星互联网产业链依赖结构与演变研究[J].智库理论与实践,2026,11(2):83-93,11.基金项目
本文系中国科学院科技战略咨询研究院基础能力增强计划"科技战略情报研究"(项目编号:E5X0831Z)研究成果之一. （项目编号:E5X0831Z）
