国内近20年产业经济学视域下核电装备产业链供应链研究综述

A Review of Nuclear Power Equipment Industry Chain and Supply Chain Research from the Perspective of Industrial Economics in China over the Past Two Decades

摘要: 该综述系统梳理国内近20年产业经济学视域下核电装备产业链供应链研究的演化脉络与理论应用。国内相关研究呈现三大特征：研究议题与产业发展阶段保持较好的同步性，理论工具从政策解读逐步拓展至SCP范式、交易成本经济学等多元框架，研究视角从单一国产化路径延伸至市场结构、供应链治理与韧性安全等丰富议题。但现有研究仍存在理论本土化建构有待加强、量化实证有待充实、研究体系较为碎片化等问题，核电装备产业专属特征的整合分析框架有待完善。该综述提出未来研究需构建“宏观政策–中观结构–微观治理”多层级传导分析模型，推进微观供应链量化实证，拓展小型模块化反应堆、数字化供应链等前沿领域研究，强化跨国比较分析，为核电装备产业高质量发展与供应链安全保障提供理论支撑。

Abstract: This review systematically examines the evolutionary trajectory and theoretical applications of research on the nuclear power equipment industry chain and supply chain from the perspective of industrial economics in China over the past two decades. Domestic research exhibits three major characteristics: research topics have maintained relatively good synchronization with the stages of industrial development; theoretical tools have gradually expanded from policy interpretation to diversified frameworks such as the SCP paradigm and transaction cost economics; and research perspectives have extended from a single localization pathway to a rich array of topics including market structure, supply chain governance, and resilience and security. However, existing research still faces issues such as the need to strengthen indigenous theoretical construction, the need to enrich quantitative empirical studies, and a relatively fragmented research system, while an integrated analytical framework adapted to the specific characteristics of the nuclear power equipment industry remains to be improved. This review proposes that future research should build a multi-level transmission analytical model of “macro-policy - meso-structure - micro-governance”, advance micro-level quantitative empirical research on supply chains, expand research in frontier fields such as small modular reactors and digital supply chains, and strengthen cross-national comparative analysis, so as to provide theoretical support for the high-quality development of the nuclear power equipment industry and the assurance of supply chain security.