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传阅:中国应调整对美谈判中退与守的选择

上海财经大学经济学教授 余智

即将于11月底举行的G20峰会上的中美领导人会晤,能否解决双方的贸易争端问题,备受国际社会瞩目。最近一段时间以来,双方为此次会晤进行了大量准备。美方宣称,中方对美方的诉求提供了长达400余项的正面答复清单,但在另外关键的4-5项上没有满足美国的要求。

根据媒体报道与推测,中方应允的美方诉求可能包括增加对美采购、降低国内市场壁垒(包括商品与服务进入壁垒)等,而没有答应的美方诉求可能包括取消产业政策特别是“中国制造2025”中的补贴等。这一推测,符合今年上半年媒体报道的中方在中美谈判中关于退与守的一贯立场。

笔者认为:从解决中美贸易摩擦核心争端、维护国际经贸合理规则、维护中国自身国家利益的多重目标出发,中国政府都应调整对美谈判中退与守的选择,在经贸政策方面可大胆退让,进行结构性改革,而在美方的强买强卖要求上则应守住,不退让或尽量少退让。 Read more…