Abstract：Since the outbreak of the Sino-US trade war in 2018,the United States has continuously strengthened its export control over China,attempting to curb China's economic development to maintain its global economic hegemony.This move has seriously disrupted the security and stability of the international industrial and supply chains.Based on the FactSet Revere firm-level microdata,this paper systematically analyzes the characteristics and strategic logic of US export controls.It deeply explores the dynamic reshaping of Chinese enterprises' supply chains under this background.The research finds that US export controls on China have objectively accelerated the reshaping of China's supply chain system:on the one hand,it has intensified the risk of supply chain disruption between Chinese enterprises subject to control and US enterprises.On the other hand,it has pushed Chinese enterprises to accelerate the construction of a supply chain system centered on the domestic market,while strengthening the stability of supply chain cooperation with enterprises in third countries.In the face of the external shock brought by US export control,China urgently needs to build a multi-level coordinated communication network to establish an integrated and coordinated working mechanism featuring“one core with four supporting pillars”;enhance independent innovation capabilities to improve the level of independent control of the industrial and supply chains;deepen international trade cooperation to promote the diversification of the supply chain network;strengthen domestic industrial coordination to accelerate the process of domestic substitution of key core technologies;improve the supply chain risk management system to enhance stability and resilience;accelerate the implementation of the dual circulation development strategy,and continuously promote high-level opening up to the outside world.
乔小勇, 鲁欣若, 任文婷, 张瀚元. 美国对华出口管制与中国供应链关系重塑——基于FactSet Revere企业微观数据的分析[J]. 中国科技论坛, 2026(2): 150-160.
Qiao Xiaoyong, Lu Xinruo, Ren Wenting, Zhang Hanyuan. US Export Controls on China and the Remodeling of China's Supply Chain -An Analysis Based on FactSet Revere Firm Microdata. , 2026(2): 150-160.
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