共建“一带一路”畅通全球产供链

Core Insights - The article discusses the measurement of global industrial and supply chain paths, emphasizing the role of the Belt and Road Initiative (BRI) in enhancing connectivity and mitigating the impacts of decoupling [1] Group 1: Global Supply Chain Analysis - The authors constructed indicators to measure global industrial supply chain paths using data from the Asian Development Bank's international input-output tables [1] - The analysis reveals that China's "broad internal circulation" has a low dependency on overseas paths from a unilateral perspective [1] - From a bilateral perspective, the intermediate paths of the global supply chain between China and the US are concentrated around both countries [1] Group 2: Multilateral Supply Chain Dynamics - In a multilateral context, countries like Singapore, Vietnam, and Mexico are more inclined to become important intermediate paths in China's multilateral supply chain, while the US and Japan are more likely to serve as downstream endpoints and upstream starting points [1] - The BRI strengthens China's supply chain connections with other regions, helping to buffer the decline in supply chain interconnections caused by decoupling [1] Group 3: Policy Recommendations - It is essential to implement effective measures from the Regional Comprehensive Economic Partnership (RCEP), such as trade facilitation, liberalization, and tariff reductions, to lower costs and enhance efficiency, ensuring stable supply chains [1] - The establishment of bilateral and multilateral free trade agreements with BRI countries is recommended to create efficient and stable regional supply chains, leveraging the BRI members to develop and facilitate a digital Silk Road and green infrastructure connectivity [1] - Short-term communication and coordination with developed economies like the US and Japan should be strengthened to prevent supply chain disruptions, while long-term strategies should focus on enhancing independent innovation capabilities to mitigate the "bottleneck" challenges in related industries [1]