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美国智能电网战略的运作机制与实践路径OACHSSCD

The operation mechanism and practical pathways of the U.S.smart grid strategy

中文摘要英文摘要

从"基础性权力"与"专断性权力"的理论视角,以国家能力构建、国家权重转化、国家间差异利用为分析框架,解析美国智能电网战略.美国通过技术研发、制度供给与供应链管控三大能力建设,协同运用标准国际化、技术援助等基于基础性权力的合作机制,以及出口管制、市场禁令等基于专断性权力的强制手段,将国内优势转化为对全球智能电网标准、供应链与市场规则的主导权.在实践中,美国针对核心盟友、战略伙伴与潜在市场三大圈层实施差异化策略,构建排他性的技术合作网络.美国封闭排他性的智能电网战略对全球技术创新构成阻碍,推高了清洁能源转型成本,加剧了盟友的经济负担与政策协调困境;还可能促使全球智能电网产业链走向"双轨并行",增加发展中国家技术选择的不确定性.唯有构建真正开放、包容、互利的技术合作网络,才能确保智能电网技术惠及所有国家,让电力真正成为惠及全人类的最终能源载体.

Drawing on the theoretical perspectives of infrastructural power and despotic power,this paper develops an analytical framework based on national capability building,national weight conversion,and utilization of inter-state differences to examine the operation mechanism and practical pathways of the U.S.smart grid strategy.It reveals that the United States has transformed its domestic advantages into global dominance over smart grid standards,supply chains,and market rules synergistically using cooperation mechanisms based on infrastructural power including the internationalization of standards and technology assistance as well as the compulsory means based on despotic power including export controls and market restrictions and through such three dimensions of capability building as technological innovation,institutional provision,and supply chain governance.In practice,the United States has implemented differentiated strategies for such three groups of countries as core allies,strategic partners,and potential markets and built an exclusive technology cooperation network.This strategy,on the one hand,hinders global technology innovation,increases transition cost of clean energy,and intensifies the economic burden and policy coordination dilemmas of its allies.On the other hand,it may prompt the global smart grid industry chain to accelerate towards"dual-track parallelism"and increase technological choice uncertainty for developing countries.The establishment of an open,inclusive,and mutually beneficial technological cooperation network is essential for ensuring that smart grid technologies benefit countries worldwide and that electricity truly becomes the ultimate energy carrier benefiting all of humanity.

朱文清

云南大学国际关系研究院

管理科学

智能电网美国战略大国技术竞争供应链韧性能源安全

smart gridU.S.strategygreat-power technological competitionsupply chain resilienceenergy security

《国际石油经济》 2026 (8)

18-32,15

国家社科基金项目"全球低碳能源转型对国际地缘政治的影响及我国的对策研究"(项目编号:22XZZ008)

10.3969/j.issn.1004-7298.2026.08.002

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