大国竞争背景下中国国有企业海外投资的外交影响  

The Diplomatic Implications of Chinese State-Owned Enterprises’ Overseas Investment Under the Background of Great Power Competition

作　　者：杨攻研[1,2] Yang Gongyan(Research Center for the Economies and Politics of Transitional Countries;School of International Economics and International Relations,Liaoning University)

机构地区：[1]辽宁大学俄罗斯东欧中亚研究中心 [2]辽宁大学国际经济政治学院,沈阳110136

出　　处：《世界经济与政治》2022年第3期92-119,159,共29页World Economics and Politics

基　　金：2020年国家社会科学基金重大项目“新形势下全球价值链重构对国际经济权力转移的影响及中国应对策略研究”(项目批准号:20&ZD143)的成果。

摘　　要：伴随近年来海外投资大国地位的确立,中国海外投资的政治影响成为国际政治经济学领域关注的新议题。在大国竞争背景下,中国国有企业海外投资对中国外交产生了何种冲击至今仍缺乏系统性的经验证据。作者利用2005—2019年的全球样本实证研究了大国竞争背景下中国国有企业海外投资的外交影响及内在机理。研究发现,伴随中国国有企业海外投资的增长,中国与发达国家之间的外交分歧显著增加,2008年国际金融危机后这一趋势更为明显。其中,中央国有企业海外投资的影响远大于地方国有企业;而且相较绿地投资,跨国并购对于外交关系的冲击尤为显著。一方面,国际经济权力对比的变化是中国国有企业海外投资引致发达国家调整对华外交政策的重要经济根源,中国在科技领域的赶超以及由此带来的国际经济权力转移使原有的自由市场秩序开始让位于国家间的政治博弈;另一方面,政治体制差异以及中国国际政治影响力的提升同样助推了国有企业海外投资外交效应的产生。研究结论为全面评估中国经济快速发展的外交影响以及反思传统经济相互依赖与国家间冲突理论提供了启示。With the establishment of China’s status as a major overseas investor in recent years,the political impact of China’s overseas investment has become a continuing concern in the field of international political economy. Based on the data of all countries in the world from 2005 to 2019,this paper studies the diplomatic implications of Chinese state-owned enterprises’ overseas investment and the mechanism under the background of great power competition. The results show that with the growth of overseas investment of Chinese state-owned enterprises, the foreign policy differences between China and western developed countries increase significantly,especially after the global financial crisis. The impact of overseas investment of central enterprises from China is far greater than that of local state-owned enterprises. Moreover, compared with the green space investment of state-owned enterprises,the impact of cross-border M & A on bilateral political relations is particularly significant. The mechanism analysis shows that, on the one hand, the shift of economic power is the main factor,which leads to the adjustment of foreign policy towards China by western countries.The catching up of China’s scientific and technological innovation to developed countries and the ensuing transfer of international economic power make the original free market order give way to a political game of great powers. On the other hand, the differences of political systems and the improvement of China’s international political influence also boost the effect of state-owned enterprises’ overseas investment. This paper provides important enlightenment for comprehensively evaluating the diplomatic impact of China’s economic rise and reflecting the traditional theory of economic interdependence and interstate conflict.

关 键 词：海外投资 国有企业 联大投票 中国外交 工具变量法 

分 类 号：D815[政治法律—国际关系] F813.6[政治法律—政治学]