中国对东盟数字产品贸易长期巨额逆差分析  

Analysis of China's Long-Term Significant Deficit in Digital Product Trade with ASEAN

作　　者：张远鹏[1] 王超男 ZHANG Yuanpeng;WANG Chaonan(Jiangsu Provincial Academy of Social Sciences)

机构地区：[1]江苏省社会科学院世界经济研究所

出　　处：《国际贸易》2024年第8期65-75,共11页Intertrade

摘　　要：中国对东盟的数字产品贸易长期处于巨额贸易逆差地位,并且贸易逆差呈现出“先升后稳”的发展态势。中国对东盟数字产品贸易长期巨额逆差的主要原因包括:全球产业链分工下中国大量进口东盟的电子元器件产品而加工组装后出口美欧等市场,中美战略竞争背景下美国对中国在东盟市场数字产品贸易的挤压打压,东盟国家对数字产品的消费能力有待提升,东盟国家数字产品贸易的营商环境有待改善,中国数字产品的市场拓展能力有待提高等。为此,中国应全面加强在“一带一路”和RCEP框架下的高层沟通与对接,努力帮助东盟国家消减数字产品贸易壁垒与障碍,持续加强中国企业在东盟的市场开发和本地化策略执行力度,深入开展数字产品贸易的标准与规则制定。We have identified that China has consistently faced a significant deficit in digital product trade with ASEAN,with this deficit following a trend of “initial increase followed by stabilization.” The main reasons for this long-term significant trade deficit include the global supply chain dynamics,where China imports a large volume of electronic components from ASEAN for processing and assembly before exporting to the US and European markets;the strategiccompetition between the US and China,leading to US pressures on China's digital product trade in the ASEAN market;the underdeveloped consumption capacity for digital products in ASEAN countries;the need for improvements in the businessenvironment for digital product trade in ASEAN countries;and the necessity to enhance the market expansion capability of Chinese digital products.To address these issues,China should comprehensively strengthen high-level communication and coordination within the frameworks of the Belt and Road Initiative(BRI) and the Regional Comprehensive Economic Partnership(RCEP).Efforts should be made to assist ASEAN countries in reducing trade barriers and obstacles to digital products.Additionally,continuous efforts are needed to enhance Chinese firms' market development and localization strategies in ASEAN and actively engage in the formulation of standards and regulations for digital product trade.

关 键 词：中国—东盟 数字产品贸易 贸易逆差 全球产业链分工 

分 类 号：F49[经济管理—产业经济] F752.7F753.3