中国—东盟自贸区3.0重塑区域经济格局

Core Viewpoint - The China-ASEAN Free Trade Area 3.0 is set to reshape the regional economic landscape through rule innovation, digital transformation, and supply chain restructuring amid rising global trade protectionism and unilateral measures [1][2]. Group 1: Economic Cooperation and Trade - The upgraded version of the China-ASEAN Free Trade Area includes nine new rule chapters focusing on digital economy and green economy, establishing mutual recognition standards and a mechanism for small and medium-sized enterprises [2]. - In the first eight months of 2025, the bilateral trade value reached 4.93 trillion yuan, a year-on-year increase of 9.7%, accounting for 16.7% of China's total foreign trade [2]. - The 3.0 version promotes the expansion of the "one place, two inspections" model, significantly enhancing customs efficiency and reducing trade costs [2]. Group 2: Supply Chain Resilience - The 3.0 version deepens regional supply chain integration, creating a more resilient regional production system, enhancing the stickiness of supply chains, and increasing bilateral trade's risk resistance [2][3]. - External pressures have strengthened ASEAN countries' commitment to cooperation with China, with notable projects like the China-Malaysia "Two Countries, Two Parks" and the China-Laos Railway serving as models for regional supply chain collaboration [3]. Group 3: Digital Economy and Infrastructure - The digital economy is highlighted as a key aspect of the 3.0 version, with significant potential for cooperation in artificial intelligence and smart city development, leveraging China's technological advantages and ASEAN's transformation needs [5]. - The upcoming China-ASEAN Artificial Intelligence Ministerial Forum aims to establish a regular high-level dialogue mechanism, indicating a focus on digital collaboration [5]. - New infrastructure areas such as power grids, computing centers, and renewable energy are expected to be focal points for future China-ASEAN cooperation [5]. Group 4: Future Outlook - The upgrade protocol for the China-ASEAN Free Trade Area 3.0 is expected to be officially signed in October, positioning it as a vital platform for maintaining a multilateral trade system and promoting regional economic stability [6]. - Despite challenges in areas like digital standard unification and green technology transfer, there is an increasing consensus among parties, providing new opportunities for enterprises and contributing to global economic governance [6].