汉密尔顿指数，2026：中国在先进产业中的主导地位正在增长

MEGHAN OSTERTAG|MAY 2026 China now produces nearly one-quarter of global output in the 10 advanced industries that makeup ITIF’s Hamilton Index, outpacing all other nations. America and the West must recognize thatChina’s gains are coming at the expense of their techno-economic and national power. KEY TAKEAWAYS China now dominates advanced industry production globally, holding nearly one-quarterof the global market across all 10 Hamilton industries combined, and leading productionin 7 of the 10 advanced industries. China’s rise in advanced industry output has been unprecedented in speed and scale,having grown from less than one-fifth of global output in 2012 (19 percent) to nearlyone-quarter in 2022 (24.9 percent). Overall, China overperforms relative to the size of its economy, with an LQ of 1.36(meaning 36 percent above the global average). By comparison, America underperformswith an LQ of just 0.88 (12 percent below average). America’s global market share in Hamilton industries grew marginally faster than China’sfrom 2020 to 2022. But to match China’s overall LQ in 2022, U.S. advanced-industryoutput would have needed to be 56 percent higher—a margin of $1.5 trillion. OECD nations experienced a dramatic loss of industrial leadership over the last decadefor which data is available on trade in value added. Their combined share of advancedindustry output fell from 64 percent in 2012 to 58 percent in 2022. Without stronger policy action, the United States and its allies across the West risksuffering continued erosion of their advanced industrial base, which will leave themincreasingly vulnerable to techno-economic and national security coercion. CONTENTS Key Takeaways ................................................................................................................. 1Introduction ..................................................................................................................... 4Methodology..................................................................................................................... 4Overall Findings................................................................................................................ 7Specialization Rankings ................................................................................................. 7Top 10 Producers ........................................................................................................ 12The China Juggernaut .................................................................................................. 15The Fall of the OECD ................................................................................................ 18The United States and OECD vs. China and the Rest of the World.................................. 19Industry Profiles ............................................................................................................. 21IT and Information Services .......................................................................................... 21Computers, Electronics, and Optical Products................................................................. 25Chemicals................................................................................................................... 29Machinery and Equipment ............................................................................................ 33Basic Metals ............................................................................................................... 37Motor Vehicles ............................................................................................................ 41Fabricated Metals........................................................................................................ 45Pharmaceuticals.......................................................................................................... 49Electrical Equipment ................................................................................................... 53Other Transportation Equipment.................................................................................... 57Top 10 Producer Profiles ................................................................................................. 61China ......................................................................................................................... 61United States.............................................................................................................. 65Germany..................................................................................................................... 71Japan......................................................................................................................... 75South Korea................................................................................................................ 79India ...........................................................................