【英文】ITIF报告：2023年中国主导战略性产业：留给美国的时间不多了（131页）

英文研究报告 2024年01月12日 07:49 管理员

Between 1995 and 2020, OECD nations’ global market share dropped by 26.8 percentage points across all Hamilton Index industries. (See figure 10.) Within the OECD, the slope was even more pronounced for the G7 nations that have led the global economy since World War II— their overall market share in Hamilton industries dropped by 27.9 percentage points. (See figure 11.) By contrast, China’s overall market share increased by 21.9 points. (See figure 12.) During this period, China’s gains were strongly correlated with U.S. losses (an R coefficient of -0.79). The largest declines for the OECD came in basic metals, where the bloc’s market share dropped by 46.2 percentage points, and electrical equipment, which declined by 40.1 points. It was a similar story for the G7: Its largest declines were in electrical equipment (a decline of 41.5 points), followed by basic metals (a decline of 38.8 points). China was the big beneficiary in both cases: Its biggest increases in market share were in basic metals (a 39.5-point increase) and electrical equipment (32.4 points).