全球高纯石英的双边和多边贸易格局演化研究

    Research on the evolution of bilateral and multilateral trade patterns of global high-purity quartz

    • 摘要: 作为半导体、光伏等战略性新兴产业的关键原材料,深入研究全球高纯石英供需现状和发展趋势有助于为制定相关贸易策略提供理论依据。为此,基于2019—2023年全球高纯石英贸易数据,运用复杂网络拓扑结构分析方法和网络模体研究方法,系统研究了全球高纯石英贸易格局的双边和多边贸易格局演化特征。研究结果表明:①全球高纯石英贸易规模稳定但贸易额成倍增长;②贸易格局呈现出明显的“双核心-多需求”结构特征,美国和德国形成占全球出口量60%的供给中心,而中国、日本、韩国和越南等亚洲国家为主要需求市场;③贸易格局呈现显著的区域转移趋势,越南的进口需求快速增长,马来西亚出口地位大幅提升;④中国的多边贸易格局较为丰富并以稳定局部贸易形态为主,而德国、美国和日本以中介角色为主。因此,全球高纯石英贸易网络正在向更加复杂多元的方向发展,中国应积极构建多边贸易格局,发挥局部贸易格局的引领作用,尤其是与新兴供应国间的贸易合作关系。

       

      Abstract: As the crucial raw material for strategic emerging industries like semiconductors and photovoltaics, an in-depth study on high-purity quartz’s global supply and demand status and development trends can provide a theoretical basis for trade strategies. To this end, based on global high-purity quartz trade data from 2019 to 2023, using the approach of complex network and network motifs, this study systematically investigates the evolution characteristics of bilateral and multilateral trade patterns in the global high-purity quartz trade. Main findings include: ① the global trade scale of high-purity quartz remains stable, but trade volume has multiplied. ② The trade pattern manifests “dual-core and multi-demand” structure, where the United States and Germany have constituted 60% global export volume as supply centers, while Asian countries including China, Japan, South Korea, and Vietnam serve as main demand markets. ③ A remarkable trend of regional transfer has emerged in trade patterns, Vietnam’s import demand is growing rapidly, while Malaysia’s export status has been significantly enhanced. ④ China’s multilateral trade pattern is relatively diverse and primarily characterized by stable regional trade forms. In contrast, Germany, the United States, and Japan predominantly play the role of intermediaries. Therefore, the global high-purity quartz trade network is developing in a more complex and diversified trend. China is suggested to actively build a multilateral trade pattern and to play a leading role in local trade patterns, especially to develop the trade cooperation with emerging supplier countries.

       

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