修昔底德陷阱
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两岸圆桌派|汪涛、陈凤馨:大陆过去对台湾是“溺爱”,可惜台湾人没有意识到
Guan Cha Zhe Wang· 2025-12-30 03:23
Core Viewpoint - The ongoing US-China technology war has reached a critical stage, with China making significant advancements in various technology sectors, raising questions about Taiwan's position and future opportunities in this context [1][17]. Group 1: China's Technological Advancements - According to the Australian Strategic Policy Institute's report, China has established a leading position in over 60 out of 70 key technology areas, significantly surpassing the US [5]. - The "14th Five-Year Plan" emphasizes six key areas for technological breakthroughs, including integrated circuits and advanced materials, while also identifying new economic growth points such as quantum technology and hydrogen energy [2][3]. - China's approach to technology development is characterized by a broad exploration of all available technologies rather than a selective focus, allowing for a diverse range of innovations [10][16]. Group 2: Market Dynamics and Investment - The success of Chinese tech companies like Cambricon and Moore Threads is attributed to market-driven investments rather than government funding, highlighting the importance of private capital in fostering innovation [7][21]. - The shift from government-selected winners to market-selected winners has led to a more dynamic and competitive tech landscape in China, enhancing the conversion of research into commercial applications [8][9]. Group 3: Implications for Taiwan - Taiwan's reliance on TSMC raises concerns about its long-term economic sustainability, as the island lacks other significant industries to support its economy if TSMC were to relocate [24][25]. - The historical investment in the semiconductor industry has created a strong foundation, but there is a pressing need for Taiwan to diversify its economic base beyond TSMC to avoid becoming overly dependent [22][26]. Group 4: Future Outlook - The ongoing technological competition suggests that the US's strategy of containment may be ineffective, as China's advancements continue to challenge the status quo [17][20]. - The potential for collaboration between the US and China is acknowledged, but the technology war is expected to persist, influencing global market dynamics and investment strategies [3][18].
大陆过去对台湾是“溺爱”,可惜台湾人没有意识到
Guan Cha Zhe Wang· 2025-12-30 02:39
Core Insights - The ongoing US-China tech war has reached a critical stage, with China making significant advancements in various technology sectors, indicating a shift in global power dynamics [1][9][26] Group 1: China's Technological Advancements - China has established a leading position in over 60 out of 70 key technology areas, significantly surpassing the US in many fields [5][21] - The "14th Five-Year Plan" emphasizes six key areas for technological breakthroughs, including integrated circuits and advanced materials, while also identifying new economic growth points such as quantum technology and hydrogen energy [2][4] - The focus on artificial intelligence application is expected to accelerate, leveraging China's extensive supply chain and market size [4][12] Group 2: Market Dynamics and Innovation - The shift from government-led to market-driven selection of technology winners is crucial for fostering innovation in China, allowing for a more dynamic and competitive environment [8][10] - Young tech entrepreneurs are emerging as key players, with their success contributing to a cycle of investment and innovation within the tech sector [9][21] - The ability to convert academic research into commercial applications remains a critical factor for China's technological success [5][21] Group 3: Implications for Taiwan - Taiwan's reliance on TSMC as its primary technological asset raises concerns about its long-term economic sustainability, especially if TSMC's operations are relocated [22][24] - The historical investment in the semiconductor industry has positioned Taiwan well, but there is a need for diversification to avoid over-dependence on a single entity [24][25] - The changing geopolitical landscape necessitates a reevaluation of Taiwan's role in the tech ecosystem, as it faces competition from mainland China's rapid advancements [22][26]
以正确认知共寻相处之道——二〇二五中美经贸启示录②
Ren Min Ri Bao· 2025-12-29 03:32
今年父亲节临近时,一名美国TikTok博主发布视频,推荐来自中国义乌的太阳能风扇帽作为父亲节礼 物,在平台上收获900多万播放量,引发购买热潮。这个小小的案例,折射出中美贸易合作对民众福祉 的巨大增进作用。中美经贸关系的本质是互利共赢,而非你输我赢。经过40多年的发展,两国经济高度 互补,利益深度交融,双边贸易额约占世界1/5,产业链供应链早已形成"你中有我、我中有你"的格 局。在第八届进博会上,美国企业参展面积连续7年位居第一,美国商界用行动为中国市场投下信任 票。要人为砍断这种互利合作关系,既做不到,也不可取,只会导致双输。 "修昔底德陷阱"不是历史的宿命。中美共同走出一条前无古人的大国相处新路,是这个时代面临的最重 大命题之一。破题的关键,就是要树立正确战略认知,摒弃零和博弈的旧思维。中国不挑战、不取代美 国,乐见美国繁荣发展。事实上,中国的发展进步是美国的机遇,中美合作有利于美国更好应对自身面 临的挑战。包括美国政策制定者在内的各界人士都承认,对华贸易有助于美国缓解通胀压力,有利于改 善人民生活。过去一段时间,在两国元首共识引领下,双方经贸团队举行了5轮磋商,解决彼此关切问 题的思路逐步明晰。这充分表 ...
以正确认知共寻相处之道(钟声·大国外交·2025年度回眸)——二〇二五中美经贸启示录②
Ren Min Ri Bao· 2025-12-27 02:33
中美共同走出一条前无古人的大国相处新路,是这个时代面临的最重大命题之一。破题的关键,就是要 树立正确战略认知,摒弃零和博弈的旧思维 "从人造圣诞树、彩灯到装饰花环,如果你想在年底节日季到来之前装点家居,今年或许得早作打 算。"美国媒体日前报道说,由于贸易战和关税,美国市场圣诞商品库存紧张、价格上涨,不少美国民 众不得不调整节日预算。 在这个地球村时代,吹灭别人的灯,并不会让自己更加光明;阻挡别人的路,也不会让自己行得更远。 打着所谓"对等""公平"的旗号搞零和博弈,最终结果是损人不利己。美方滥施关税不仅没能解决其货物 贸易逆差和产业竞争力问题,反而让美国企业和消费者都付出了沉重代价。从美国港口因关税政策摇摆 出现物流拥堵,到美国科技企业因失去中国市场而蒙受巨额损失,现实的教训比比皆是。身处经贸第一 线的美国工商界一再呼吁取消加征关税,维护产业链供应链稳定。 今年父亲节临近时,一名美国TikTok博主发布视频,推荐来自中国义乌的太阳能风扇帽作为父亲节礼 物,在平台上收获900多万播放量,引发购买热潮。这个小小的案例,折射出中美贸易合作对民众福祉 的巨大增进作用。中美经贸关系的本质是互利共赢,而非你输我赢。经过4 ...
以正确认知共寻相处之道(钟声·大国外交·2025年度回眸)
Ren Min Ri Bao· 2025-12-26 23:27
中美共同走出一条前无古人的大国相处新路,是这个时代面临的最重大命题之一。破题的关键,就是要 树立正确战略认知,摒弃零和博弈的旧思维 "从人造圣诞树、彩灯到装饰花环,如果你想在年底节日季到来之前装点家居,今年或许得早作打 算。"美国媒体日前报道说,由于贸易战和关税,美国市场圣诞商品库存紧张、价格上涨,不少美国民 众不得不调整节日预算。 2025年,从太平洋东岸涌起的一场关税海啸,给包括美国人民在内的各国人民福祉都造成严重损害。这 再次证明,在各国利益深度交融的今天,零和博弈寸步难行,互利共赢才是人间正道。 《人民日报》(2025年12月27日 第 03 版) 今年父亲节临近时,一名美国TikTok博主发布视频,推荐来自中国义乌的太阳能风扇帽作为父亲节礼 物,在平台上收获900多万播放量,引发购买热潮。这个小小的案例,折射出中美贸易合作对民众福祉 的巨大增进作用。中美经贸关系的本质是互利共赢,而非你输我赢。经过40多年的发展,两国经济高度 互补,利益深度交融,双边贸易额约占世界1/5,产业链供应链早已形成"你中有我、我中有你"的格 局。在第八届进博会上,美国企业参展面积连续7年位居第一,美国商界用行动为中国市场投 ...
人民日报钟声:以正确认知共寻相处之道
Xin Lang Cai Jing· 2025-12-26 23:06
2025年,从太平洋东岸涌起的一场关税海啸,给包括美国人民在内的各国人民福祉都造成严重损害。这 再次证明,在各国利益深度交融的今天,零和博弈寸步难行,互利共赢才是人间正道。 美方一些人执迷于零和博弈,这是中美经贸关系波折不断的重要原因。从无视国际经贸规则滥施关税、 单方面挑起经贸摩擦,到泛化国家安全概念,在科技领域出台严苛管制措施,种种扰乱正常经贸合作的 做法,背后都是"你输我赢""你兴我衰"的陈旧逻辑在作祟。 在这个地球村时代,吹灭别人的灯,并不会让自己更加光明;阻挡别人的路,也不会让自己行得更远。 打着所谓"对等""公平"的旗号搞零和博弈,最终结果是损人不利己。美方滥施关税不仅没能解决其货物 贸易逆差和产业竞争力问题,反而让美国企业和消费者都付出了沉重代价。从美国港口因关税政策摇摆 出现物流拥堵,到美国科技企业因失去中国市场而蒙受巨额损失,现实的教训比比皆是。身处经贸第一 线的美国工商界一再呼吁取消加征关税,维护产业链供应链稳定。 今年父亲节临近时,一名美国TikTok博主发布视频,推荐来自中国义乌的太阳能风扇帽作为父亲节礼 物,在平台上收获900多万播放量,引发购买热潮。这个小小的案例,折射出中美贸易合 ...
以正确认知共寻相处之道(钟声·大国外交·2025年度回眸) ——二〇二五中美经贸启示录②
Ren Min Ri Bao· 2025-12-26 22:16
中美共同走出一条前无古人的大国相处新路,是这个时代面临的最重大命题之一。破题的关键,就是要 树立正确战略认知,摒弃零和博弈的旧思维 "从人造圣诞树、彩灯到装饰花环,如果你想在年底节日季到来之前装点家居,今年或许得早作打 算。"美国媒体日前报道说,由于贸易战和关税,美国市场圣诞商品库存紧张、价格上涨,不少美国民 众不得不调整节日预算。 2025年,从太平洋东岸涌起的一场关税海啸,给包括美国人民在内的各国人民福祉都造成严重损害。这 再次证明,在各国利益深度交融的今天,零和博弈寸步难行,互利共赢才是人间正道。 美方一些人执迷于零和博弈,这是中美经贸关系波折不断的重要原因。从无视国际经贸规则滥施关税、 单方面挑起经贸摩擦,到泛化国家安全概念,在科技领域出台严苛管制措施,种种扰乱正常经贸合作的 做法,背后都是"你输我赢""你兴我衰"的陈旧逻辑在作祟。 今年父亲节临近时,一名美国TikTok博主发布视频,推荐来自中国义乌的太阳能风扇帽作为父亲节礼 物,在平台上收获900多万播放量,引发购买热潮。这个小小的案例,折射出中美贸易合作对民众福祉 的巨大增进作用。中美经贸关系的本质是互利共赢,而非你输我赢。经过40多年的发展,两 ...
阿媒:国际舞台上,中国像围棋大师
Xin Lang Cai Jing· 2025-12-26 06:43
Group 1 - The article discusses China's strategic approach in global politics, emphasizing a low-key, cautious, and steady method akin to a Go master, focusing on strategic depth rather than superficial displays of power [1] - China possesses the necessary elements for leadership, being the world's second-largest economy with significant advancements in technology and military strength, yet it refrains from self-proclaiming as a leader of a new world order, instead advocating for concepts like "peaceful development" and "community of shared future" [1][2] - The foundation of China's approach is rooted in its historical memory and philosophical traditions, emphasizing harmony, social hierarchy, and restraint, which shape its unique strategic mindset [1] Group 2 - China avoids direct involvement in global conflicts, opting instead to expand its influence through multilateral institutions, such as the Asian Infrastructure Investment Bank and the BRICS+ mechanism, while constructing a system where it plays a central role without direct confrontation [2] - The ambitious Belt and Road Initiative serves as a tool for building global interconnectedness, positioning China as an indispensable economic partner for numerous countries across Asia, Europe, and Africa, contrasting with Western military deployments [2] - Domestically, China is transitioning its economy from export and investment-driven growth to a model based on domestic consumption and high technology, addressing challenges like aging population and environmental pressures [2] Group 3 - A key element of China's strategy is to avoid the "Thucydides Trap," which refers to the potential conflict between a rising power and an established hegemon, by pursuing asymmetric competition rather than direct military confrontation with the U.S. [3] - China's influence is expanding into regions traditionally overlooked by the West, such as Africa, Latin America, and Central Asia, recognizing that the concept of leadership is evolving in the 21st century [3] - The country aims to control the "arteries" of the global economy rather than the "political map," reflecting a strategic confidence in its long-term plans to accumulate influence through economic interdependence and institutional building [3] Group 4 - China is seen as a creator of a new world order, focusing on gradually constructing a system that integrates its values and interests into global governance rather than seeking to dominate the existing world [4]
社评:如何看待五角大楼这份报告的矛盾叙事
Xin Lang Cai Jing· 2025-12-24 15:44
作为一个拥有漫长陆地边界与广阔海洋疆界、曾历经战争苦难的国家,中国对和平与安全有着刻骨铭心 的珍视。中国的国防政策始终是防御性的。我们加强国防和军队现代化建设,是主权国家的合法权利和 必然要求,是应对复杂安全挑战、履行大国国际责任的需要,是维护国家统一和尊严的基础,而非为了 寻求霸权或挑战任何国家。正如中国反复阐明的,无论发展到哪一步,中国永不称霸、永不扩张、永不 谋求势力范围。中国军队的发展始终以能打赢防御性战争、慑止冲突为限度,其军力增长与国家的综合 国力发展相适应,与所承担的安全义务和国际责任相匹配,而不是"对标"某个大国来发展。 来源:环球 当地时间12月23日,美国五角大楼发布的年度《中国军事与安全发展报告》("中国军力报告")呈现了 看似矛盾的叙事:一方面报告延续过去数年对中国军力的误解误读逻辑,炒作中国军事力量的"历史性 扩张",贩卖"美国本土日益脆弱"的焦虑情绪,也就是说,把中国视为"挑战"和"对手"仍是这份报告的 主轴;但另一方面,报告强调,"在特朗普总统的领导下,美中关系比多年来任何时候都更加牢固",并 承诺"与解放军拓展更广泛的军事沟通渠道"。报告的这种双重性,为审视当前中美关系的复杂现 ...
前瞻型国家,“可预期”对世界有多重要
Xin Lang Cai Jing· 2025-12-22 06:58
Group 1 - The core viewpoint of the articles emphasizes China's role as a forward-looking nation that contributes to global stability and development, showcasing its unique predictability and governance model [2][4][8] - China is recognized for its long-term strategic planning, exemplified by its 15th Five-Year Plan, which integrates economic, technological, and social goals, setting a clear direction for future development [3][5][6] - The stability and predictability of China's policies are seen as crucial for global economic cooperation, allowing international partners to plan and invest without fear of sudden policy reversals [4][8] Group 2 - China's approach to governance, combining strong government direction with active market participation, has been pivotal in maintaining its status as a stabilizing force in global trade [5][8] - The international community increasingly views China's development model as a viable alternative, especially in the context of rising global uncertainties and the need for sustainable growth [11][12] - The shift in global dynamics, with the rise of the Global South, positions China as a key player in shaping a new international order, moving from a historical participant to a shaper of global governance [13]