【摘要】 在全球数字化转型与地缘政治风险加剧的背景下，中美政治风险正在深刻影响着中国信息通信技术(ICT)产业的全球化进程。论文以绿地投资为切入点，结合社会网络分析与全球价值链异质性视角，系统评估了中美政治风险对中国ICT产业全球资本配置与全球网络地位的影响。研究发现，中美政治风险通过“脱钩与制裁”“限制与导向”“竞争对手培育”三重机制，弱化中国ICT产业的吸资能力和在全球生产网络的核心地位，尤其在总部研发与销售服务环节影响显著。同时，美国主导的战略重构加快了印度、阿联酋、越南等新兴国家的网络地位跃升，加剧了中国面临的国际竞争压力。论文强调中美政治风险已从外部干扰转变为重构全球生产网络的核心变量，并提出通过自主创新、区域协同等路径增强中国ICT产业的韧性与适应性。研究有助于理解地缘政治背景下产业全球化的新机制，并为中国制定相关政策提供理论支撑。更多还原

【Abstract】 Against the backdrop of accelerating global digital transformation and escalating geopolitical tensions, political risk in China-U.S. relations has become a critical factor reshaping the globalization of China’s information and communication technology(ICT) industry. Taking greenfield investment as the entry point, this study employed a combination of social network analysis and a global value chain heterogeneity framework to systematically assess how political risk affects China’s global capital allocation and network position in the ICT industry. The findings reveal that China-U. S. political risk operates through three main mechanisms: decoupling and sanctions, restriction and redirection, and competitor cultivation, which collectively undermine China’s investment attractiveness and its centrality within global production networks, particularly in high-value segments such as R&D and sales services. Meanwhile, under U.S.-led strategic restructuring, emerging economies such as India, the United Arab Emirates, and Vietnam have rapidly ascended in network centrality. This article argued that China-U. S. political risk has evolved from an external disturbance to a core driver of global production network restructuring. It further proposed that enhancing innovation within China and promoting regional coordination are key pathways for improving the resilience and adaptability of China’s ICT industry. The study contributes to a deeper understanding of new globalization mechanisms under geopolitical pressure and offers theoretical insights for policy development in China.更多还原