How do global manufacturing shifts affect long-term clean energy innovation? A study of wind energy suppliers
How do global manufacturing shifts affect long-term clean energy innovation? A study of wind energy suppliers
复制标题
全球制造业转移如何影响长期清洁能源创新？
DOI：
10.1016/j.respol.2022.104558
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发表时间：
2022
期刊：
影响因子：
7.2
通讯作者：
Anadón, Laura Díaz
中科院分区：
文献类型：
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作者：
Doblinger, Claudia;Surana, Kavita;Li, Deyu;Hultman, Nathan;Anadón, Laura Díaz
清洁能源技术对于实现长期气候和竞争力目标至关重要。但清洁能源产业是全球价值链（GVC）的一部分，过去制造业从发达经济体向新兴经济体的转移引发了长期创新下降的问题。我们的研究集中在全球价值链的地理转移如何塑造长期创新，即，在一个时间框架内进行创新，在这个时间框架内，需要满足“面向任务”、社会或公司的战略目标，而不仅仅是战术性的、短期的市场竞争力。以风能为重点，我们引入了一种时间度量来区分长期和短期创新，并将自然语言处理方法应用于专利文本数据。我们考虑供应方价值链因素（即，制造供应商与原始设备制造商（OEM）的关系）和需求方因素（即，政策导致的清洁能源市场增长），影响了全球358家专业风能供应商的专利活动（2006-2016年）。我们的研究结果表明，在制造业转移期间，风电行业并没有抑制长期创新，在这种情况下，中国。2012年中国风电市场发展壮大后，与非欧洲OEM（包括中国）合作的欧洲供应商的长期创新增长了80.7%，与非中国OEM合作的中国供应商的长期创新增长了67.2%。我们的研究结果强调了将国际制造关系与相当大的本地需求相结合以诱导长期创新的重要性。我们的研究结果推进了创新，全球价值链和绿色产业政策的研究，并对有助于减缓气候变化的几个行业产生了影响。
Clean energy technologies are important for meeting long-term climate and competitiveness goals. But clean energy industries are part of global value chains (GVCs), where past manufacturing shifts from developed to emerging economies have raised questions on a decline in long-term innovation. Our research centers on how geographic shifts in the GVC shape long-term innovation, i.e., innovation in a time frame within which “mission-oriented”, societal, or firm strategic objectives need to be met rather than tactical, near-term market competitiveness alone. Focusing on wind energy, we introduce a temporal measure to distinguish between long-term and short-term innovation, applying natural language processing methods on patent text data. We consider supply-side value chain factors (i.e., manufacturing supplier relationships with original equipment manufacturers (OEMs)) and demand-side factors (i.e., policy-induced clean energy market growth), shaping the patenting activities of 358 global specialized wind suppliers (2006–2016). Our findings suggest that the wind industry did not suppress long-term innovation during manufacturing shifts, in this case to China. After 2012 when China developed a large wind market, long-term innovation increased by 80.7% in European suppliers working with non-European OEMs (including Chinese) and by 67.2% in Chinese suppliers working with non-Chinese OEMs. Our results highlight the importance of coupling international manufacturing relationships with sizeable local demand for inducing long-term innovation. Our results advance research in innovation, GVCs, and green industrial policy with implications for several industries that can contribute to climate mitigation.