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应对关税冲击,专家建议积极推动对外投资、重构全球产业链布局
Xin Lang Cai Jing· 2025-06-08 00:25
Core Viewpoint - The article emphasizes the need for China to actively promote foreign investment and restructure its global industrial chain layout in response to rising international trade protectionism and the "decoupling" trend initiated by the U.S. [1] Group 1: Foreign Investment and Economic Strategy - Experts suggest that China should shift from a trade-driven model to a dual-driven model of trade and investment to adapt to the current global economic landscape [1] - The amount of foreign investment by Chinese enterprises has not significantly increased in proportion to China's GDP, indicating a need for improvement in investment liberalization and facilitation [1] - Strengthening capital output rather than just goods and trade can help develop economies in partner countries and expand the global economic "cake" [1] Group 2: Trade Relations and Tariff Policies - The U.S. has imposed punitive tariffs on Chinese imports, with an average tariff rate on Chinese goods reaching as high as 165% due to various trade conflicts [4] - A preliminary economic agreement was reached between China and the U.S. to significantly reduce tariffs, but long-term strategic decoupling trends are expected to persist [4] - The U.S. may continue to expand tariffs using legal provisions such as "Section 232" and "Section 301," which allow for tariffs based on national security and unfair trade practices, respectively [5][6] Group 3: Economic Transition and Future Outlook - The ongoing trade conflicts are likely to push China towards a transition from external demand to internal demand and from technology imitation to independent innovation [6] - While short-term economic losses may be greater for China compared to the U.S., the long-term geopolitical benefits may position China favorably [6]