美国战略重构

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专家共议“海湖庄园协议”:在全球经贸重构中,中国如何主动应对
Xin Jing Bao· 2025-07-06 03:45
Core Insights - The "Mar-a-Lago Agreement" aims to restructure the global economic governance framework through high tariffs, dollar depreciation, debt swaps, multilateral currency negotiations, and security fees [2][3] - Experts at the seminar highlighted the implications of the "Mar-a-Lago Agreement" on China's position in multilateral currency negotiations and the industrial division of labor [3][4] Group 1: Expert Analysis - Professor Lin Guijun analyzed the reversal in manufacturing share during the US-China trade war and the connection between the US trade deficit and the dollar's status [3] - Professor Huang Jianzhong compared the "Mar-a-Lago Agreement" with the 1985 Plaza Accord, warning of historical cyclical risks [3] - Professor Tong Jiadong discussed the structural challenges China may face if the "Mar-a-Lago Agreement" is implemented [3] Group 2: Strategic Recommendations - Professor Lu Yi suggested that China should shift from commodity exports to domestic demand and service consumption, while deepening institutional reforms and leveraging technological revolutions [3] - Professor Shen Guobing pointed out that the de-dollarization path implied by the "Mar-a-Lago Agreement" could impact the global reserve asset structure and have spillover effects on China's foreign exchange and capital markets [3][4] Group 3: New International Trade Order - Professor Sheng Bin emphasized that the "Mar-a-Lago multilateral agreement" is based on US unilateralism, which undermines the multilateral system [4] - Professor Qian Xuefeng analyzed the potential exclusion of China from multilateral currency negotiations and its implications [4] - Professor Xue Yi shared insights on the impact of the "Mar-a-Lago Agreement" on the status of "dollar hegemony" and China's response strategies [4] Group 4: Concluding Remarks - The experts collectively agreed on the necessity for China to enhance systematic research and strategic responses in light of the evolving global economic landscape and the advancing US strategic restructuring [5]