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        東盟等新興市場崛起有望增強我國出口韌性

        隨著東盟和印度等新興市場經濟體的崛起,以及中國與這些經濟體之間經貿關系的改善,中國出口韌性有望進一步增強。

        東盟等新興市場崛起有望增強我國出口韌性

        來源:中國日報網 2022-08-09 13:34
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        海關總署的數據顯示,今年前7個月,我國外貿克服諸多不利影響,實現較快增長,其中對新興市場出口實現強勢增長。專家指出,隨著東盟和印度等新興市場經濟體的崛起,以及中國與這些經濟體之間經貿關系的改善,中國出口韌性有望進一步增強。

         

        A container ship sails into the Qingdao Port on June 2, 2022. [Photo/Xinhua]

         

        China's exports are expected to become more resilient as demand from emerging markets such as the Association of Southeast Asian Nations and India expands rapidly, experts said on Monday after reviewing official data that Customs released on Sunday.

        在回顧海關總署8月7日發布的官方數據后,專家8月8日表示,隨著東盟和印度等新興市場的需求快速擴張,中國出口韌性有望進一步增強。

         

        Data showed exports to emerging markets in the first seven months of the year grew strongly though the global economy is cooling.

        數據顯示,盡管全球經濟正在冷卻,今年前7個月中國對新興市場的出口卻實現強勢增長。

         

        "The fast growth in exports to emerging markets reflects the improving economic and trade ties between China and those economies, and the momentum is expected to continue," said Bai Ming, deputy director of the international market research department at the Chinese Academy of International Trade and Economic Cooperation in Beijing.

        國際貿易經濟合作研究院國際市場研究部副主任白明表示,對新興市場出口的快速增長反映出中國和這些經濟體之間經貿關系的改善,而且這一勢頭有望持續下去。

         

        "Thanks to that, China's exports are expected to remain resilient, despite the economic recession facing the developed economies and the protectionist approach to trade adopted by the United States and some European countries."

        白明指出,盡管當前發達經濟體面臨經濟衰退,美國和一些歐洲國家采取貿易保護主義措施,但是多虧了中國和新興市場的經貿關系,中國出口有望持續復蘇。

         

        According to the General Administration of Customs, China's exports to ASEAN, its largest trading partner, surged 19 percent from a year ago to 2.05 trillion yuan ($300 billion) during the first seven months of the year.

        海關總署的數據顯示,今年前7個月中國對東盟出口2.05萬億元,同比增長19.1%。前7個月,東盟為中國第一大貿易伙伴。

         

        The value of exports to economies participating in the Belt and Road Initiative also gained nearly 20 percent year-on-year, to hit 4.27 trillion yuan.

        同期,中國對“一帶一路”沿線國家出口4.27萬億元,同比增長近20%。

         

        Analysts said the fast growth pace was mostly attributable to removal of supply chain snarls in China and ramped-up production in those economies, which improved demand for raw materials and intermediate goods from China.

        分析師稱,中國出口的迅速增長主要應歸功于中國供應鏈堵點的打通,以及這些經濟體生產規模的擴大提高了對中國原材料和半成品的需求。

         

        On a broader note, the growth was also catalyzed by improvement in bilateral trade, and investment facilitation and liberalization between China and ASEAN economies, thanks to their free trade agreements and other trade arrangements, they said.

        分析師指出,從更廣泛的視角來看,得益于中國和東盟經濟體之間的自由貿易協定和其他貿易合作,雙邊貿易關系的改善、投資便利化自由化也推動了出口的增長。

         

        According to a new report from Hua Chuang Securities, China's robust exports were to a large extent driven by the growing demand in developed economies since 2021. As the developed economies have started to stall, their contribution to China's export growth slumped.

        華創證券的新報告稱,2021年以來,我國出口增長受需求日增的發達經濟體的拉動更為顯著,不過隨著發達經濟體經濟增速的放緩,它們對中國出口的拉動率也大幅下降。

         

        On the other hand, China's exports to emerging markets such as ASEAN and India have increased in recent months, relative to the pre-COVID-19 levels, the report stated.

        報告指出,與此同時,我國對東盟、印度等新興市場經濟體近幾個月的出口相比疫情前則有顯著提升。

         

        From 2016 to 2019, outbound shipments to India, Indonesia and Brazil accounted for 2.5 percent, 1.3 percent, and 1.7 percent, respectively, of China's overall exports. In recent months, the corresponding figures rose to 2.7 percent, 1.5 percent and 2 percent, the report stated.

        報告稱,2016-2019年,我國對印度、印尼、巴西等經濟體的出口份額均值在2.5%、1.3%、1.7%左右,近幾個月份額則分別提升至2.7%、1.5%、2%左右。

         

        Bai with the CAITEC said work and business resumption in emerging markets since the COVID outbreaks, and more importantly, the huge economic potential in those developing economies, will ensure that they will have increasing demand for Chinese products for a long period.

        國際貿易經濟合作研究院的白明指出,疫情暴發以來新興市場的復工復產尤其是這些發展中經濟體的巨大經濟潛力將確保其對中國產品的需求在長期內持續增加。

         

        "Chinese products are highly competitive in global markets thanks to their high quality and relatively low prices, and can well meet demand from economies seeking sustained and fast growth," he said, adding improved connectivity also contributes to the nation's fast growth of exports to emerging markets.

        白明表示,中國產品因質優價廉在全球市場上具有高度競爭力,可以很好地滿足尋求可持續快速增長的經濟體的需求。他還補充道,連通性的增強也有助于我國對新興市場出口的快速增長。

         

        According to Hua Chuang Securities report, China's exports of chemicals, textile raw materials, textile products and base metal products to ASEAN have increased significantly this year. Exports of chemicals, plastic and rubber products, base metal products, and mechanical and electrical products to India, as well as exports of chemicals, mechanical and electrical products, and textile raw materials to Brazil, have also ballooned.

        華創證券的報告顯示,今年我國對東盟出口化工品、紡織原料及紡織制品、賤金屬制品明顯提升;對印度出口化工品、塑料橡膠制品、賤金屬制品、機電產品明顯提升;對巴西出口化工品、機電產品、紡織原料明顯提升。

         

        Zhao Wei, chief economist at Sinolink Securities, said there is strong complementarity in the export structures of China and ASEAN. Against the background of high labor and energy costs, the division of labor and cooperation between China and ASEAN across the regional industrial chain may help them to receive more orders in global trade, which can add resilience to their exports.

        國金證券首席經濟學家趙偉指出,中國和東盟的出口結構有很強的互補性。在勞動力、能源等成本高企的背景下,中國和東盟在區域產業鏈分工協作,或有助于在全球貿易中獲得較多訂單,從而增強出口韌性。

         

        Gao Lingyun, director of the international investment division at the Institute of World Economics and Politics, which is part of the Chinese Academy of Social Sciences, however, said Chinese enterprises need to reduce production costs and rise in the global value chain, to sustain and improve the competitiveness of Chinese goods in global markets.

        不過,中國社科院世界經濟與政治研究所國際投資研究室主任高凌云表示,中國企業需要降低生產成本,提升在全球價值鏈中的地位,從而保持和提高中國產品在全球市場中的競爭力。

         

        The Chinese authorities concerned also need to ramp up efforts to improve the local business climate so that enterprises can cut indirect costs, he said.

        他指出,中國相關政府部門也需要加大力度改善地方商業環境從而降低企業的間接成本。

         

        英文來源:中國日報

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