【摘要】 产业链供应链合作是影响两岸经贸关系的最核心因素。基于“空间布局—市场渗透—产业结构”三维分析框架，运用贸易增加值核算方法，系统考察中美贸易争端背景下两岸产业链供应链合作的演变特征与重构路径。研究发现：自特朗普第一任期以来，两岸产业链供应链合作在空间、市场和产业结构方面出现显著变化，表现为贸易流先升后降、空间布局受挤压、市场结构向“美欧双核”转变、电子信息业主导地位松动等特征；特朗普第二任期政策不确定性加剧产业链外移压力，但RCEP整合与中国大陆超大规模市场为两岸合作提供新锚点。因此，应采用空间延伸、市场扩张与产业升级三类路径，以促进两岸产业链供应链在逆全球化背景下的融合发展。更多还原

【Abstract】 Industrial and supply chain cooperation is a core factor shaping cross-Strait economic and trade relations and an important stabilizer of cross-Strait relations. Based on a three-dimensional analytical framework of “spatial distribution-market penetration-industrial structure, ” this study employs trade value-added accounting to systematically examine the evolution characteristics and restructuring paths of cross-Strait industrial and supply chain cooperation against the backdrop of Sino-US trade disputes. The research finds that since Trump’s first presidential term, significant changes have occurred in the spatial, market, and industrial structural dimensions of cross-Strait industrial and supply chain cooperation. These changes are reflected in trade flows that initially rose and then declined, compressed spatial layouts, a market structure shifting toward a “dual-core structure centered on the US and Europe, ” and a weakening dominance of the electronic information industry. Policy uncertainties anticipated during Donald Trump’s second term have intensified pressures for industrial chain relocation, yet RCEP integration and the Chinese mainland’s ultra-large market provide new anchors for cross-Strait cooperation. Accordingly, this study proposes three restructuring paths-spatial extension, market expansion, and industrial upgrading-to promote the integrated development of cross-Strait industrial and supply chains amid deglobalization.更多还原