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汽车业为贸易摩擦必然触及之地--亲稳网络舆情监测室
2012-10-24

  非理性的辩护等于扼杀。

Irrational defense equal to kill.

  所有的社会经济甚至政治问题几乎都通过通货做杠杆得到暂时的平衡。这其中蕴含的博弈,在如今日趋自由经济的途中尤显戏剧性——从自由到垄断,从垄断到自由,在这种否定之否定的过程中,个体和国家都在公正的担当里间杂着私欲的膨胀。封闭经济(closed economy)走向开放经济(open economy)的途中,返祖现象不时突显,正干扰着中国与美国、欧盟以及诸多其他国家的自由贸易,近期屡屡发生的包括汽车产品在内的贸易摩擦,渐成增势,令人担忧。

All of the social economy and political issues almost all through the currency do lever get temporary balance.The game contains,In today's increasingly free economy show particularly dramatic way - from freedom to monopoly,From monopoly to freedom,In this denial of the denial of the process,Individuals and countries are in fair bear in the hybrid desires expansion.Closed economy(CLOSED economy)To Open economy(Open economy)way,Atavism highlights from time to time,Positive interference with China and the United States/The European Union and many other countries free trade,Recently often happen, including automotive products trade friction,Epigenetic growth,worrying.

  开放的国际贸易使每个人的状况变得更美好。这是一个常识。然而非理性的行为以及非理性的辩护,似乎正在将悖论的绳锁套在向往美好生活者的脖颈上。根据商务部的统计数字,2012年上半年中国共遭遇来自18个国家和地区发起的贸易救济调查,涉案数量、增长率以及涉案金额等皆大幅增长,美国和欧洲等发达经济体对中国发起调查的金额占总金额的60%。同时中国也相应地或者先发地对上述国家地区施以反倾销措施。

Open international trade make everyone condition become more beautiful.This is a common sense.However the irrational behavior and irrational defense,Seems to be the paradox of rope lock set for a better life in those on the neck.According to the ministry of commerce statistics,In the first half of 2012 China's common encounter from 18 countries and regions by the trade remedy investigation,Number involved/Growth rate and amount involved are sharp increase,The United States and Europe and other developed economies to China has launched investigation of the amount of 60% of the total amount.At the same time, China is also correspondingly or starts to the above countries impose anti-dumping measures.

  汽车行业为贸易摩擦必然触及之地。日本汽车上世纪七八十代在美国崛起时,其间也经历过不断的贸易摩擦。这种情况今日正在中国进行类似的历史重演。近年来对中国采取进口限制的特点有二。一为发展中国家数量有所增加,欧洲、美国之外,印度、巴西、俄罗斯等国家亦涉入其中;二为涉及的汽车产品有所蔓延,除了传统贸易对象轮胎(诸如2009年著名的美国轮胎特保案)、车轮(如欧盟2010年对中国实施铝车轮实施征收22.3%反倾销关税),对象扩至原材料以及新能源汽车产品。

In automobile industry trade friction will touch the land.Japanese cars in the United States during the generation when rise,Meanwhile have experienced constant trade friction.This kind of situation today is China similar history repeats itself.In recent years for China to take the characteristics of import restrictions have two.A number of developing countries increased,The European/Outside the United States,India/Brazil/Russia and other countries also involved in among them;In point of automobile products have spread,In addition to the traditional trade object tire(Such as 2009 famous American tire safeguard case)/wheel(Such as the European Union in 2010 the implementation of China's aluminium wheel implementation of anti-dumping duties imposed a 22.3%),Object extend to raw materials and new energy automotive products.

  中国遭遇上述日趋增多的国际贸易战有诸多原因。自2005年以来,中国汽车产品出口一直呈2位数增长(2005年金融危机导致的出口下滑除外),2012年上半年中国汽车产品出口额同比增长21.2%达到372.2亿美元,其中中北美同比增长20.1%,欧洲同比增长18.5%,由此欧美等国家地区承受着较大贸易逆差的压力。同时,在这种贸易差背后,隐藏着中国汽车产品出口结构不均衡的特点,中国汽车产品以低端产品为主的特点,极易打破出口对象国之价格底线,从而遭到出于保护本国产业利益团体的不满与反击。

China suffers the above's growing number of international trade war for various reasons.Since 2005,China's automobile product export has been in 2 digit growth(The 2005 financial crisis led to the export of except decline),In the first half of 2012 China's automobile products exports year-on-year growth of 21.2%, to $37.22 billion,The year-on-year increase of 20.1% in North America,European year-on-year growth of 18.5%,The Europe and the United States and other countries and regions under the pressure of large trade deficit.At the same time,In this trade sent back,Hidden China automobile products export structure imbalance characteristics,China's automobile products to low-end products to the characteristics,Easily break export DuiXiangGuo price bottom line,So as to protect domestic industry by interest groups dissatisfaction and counterattack.

  基于这种贸易差和中国汽车出口产品特点,以及中国近来实行的稀土出口限制等诸多原因,美国欧洲等国家地区政府相应加大对中国进行反倾销措施。这种紧张的贸易战表象似乎是一种显而易见的逻辑。然而这种贸易战造就的硝烟弥漫的现场氛围,极易让人对国际贸易现状产生误判。非理性的喧嚣和各执一词的愤慨也容易让人偏离客观。从宏观的角度来看,影响一国出口、进口和净进出口的因素很多。比如消费者对国内与国外物品的偏好、国内外消费者消费能力的差距、国内外消费品价格的差距以及国家与国家之间不同时期的汇率升降等等,同时政府对国际贸易的政策也是造成进出口以及净出口有所浮动的因素之一,然而这一因素往往居于上述诸多因素之末。

Based on the trade difference and China automotive export product features,China recently and the rare earth export restrictions, and many other reasons,The United States in Europe and other countries increase corresponding government to China anti-dumping measures.This tension trade representation seems to be a kind of obvious logic.However the trade war that smoke of gunpowder diffuses made the atmosphere,Let a person easily to the international trade status produce miscarriage of justice.Irrational noise and each sticks to his argument to indignation also easy to let a person deviating from the objective.From the macro point of view,Affect one country export/Import and net import and export many factors.Such as consumer to domestic and foreign goods preferences/The gap between domestic and foreign consumer spending power/Consumer price at home and abroad the gap between countries and different periods of exchange rate fluctuation and so on,At the same time the government to the international trade policy is also causes the import and export and net export has floating one of the factors,However this factor is often in the end of the above factors.

  政府在国际贸易中的贸易保护政策,因其人为的干预和控制色彩,最容易在国际贸易中形成摩擦,并且也容易引起相关方以及评论家的愤慨乃至辱骂。比如当我们想到2009年美国奥巴马政府实施三年的轮胎特保案会直接或间接的威胁到中国10万个工作岗位时,必然忧虑重重甚至极为愤慨。同理,当美欧民众认为来自中国的轮胎、汽车零部件等造成他们很多人失业时,也同样义愤填膺。无论这种进出口的事实是否真的造成了对象国失业人数的增加,但包括汽车零部件在内的这种反倾销反补贴贸易战却是真实存在并且日益剧增。

The government in international trade of trade protection policy,Because of its human intervention and control color,The most easily formed in international trade friction,And also easy to cause some party and the critic's outrage and insult.For example when we think of in 2009 the United States Obama government implemented the three years of tire safeguard case will direct or indirect threat to China when 100000 jobs,Will worry many even very indignation.By the same token,When people think that the us and Europe from China's tire/Auto parts and other causing them to a lot of people out of work,Also outraged.No matter the import and export of the facts is not really DuiXiangGuo caused the increase of unemployment,But including auto parts, the anti-dumping countervailing trade war is real and increasingly excursion.

  那么如何才能更好的解决问题呢?回到原点和常识时,我们往往能找到答案。正如上文所述,政策层面的东西只是影响国际贸易和自由开放经济的因素之一,它不具有决定作用,但它往往以不光彩的身份使整个局面显得复杂,显得画蛇添足。健康的开放经济背景下,国际物品流动和国际资本流动总量其实是总体平衡的,而那些人为的微观经济影响却在试图搅乱这种平衡。

How then can better solve the problem?Back to origin and common sense when,We often can find the answer.As described above,The policy level things just influence international trade and free Open economy one of the factors,It is not decisive role,But it often to ignoble identity makes the whole situation is complicated,Appear gild the lily.Healthy Open economy background,International goods flow and international capital flow amount is actually the overall balance,And those human microeconomic influence, but trying to shuffle this balance.

  因此,相关方应该在这种喧嚣中回归理性和常识,认识到贸易政策(至少是不合理的贸易政策)对国际自由贸易的存在的诸多负面影响。虽然相关方(例如奥巴马政府)确信其贸易政策可以改变一国的贸易余额,但是他们通常更多的是受对某些企业或行业的关注所驱动,或者是出于其他难以明示的政治经济目的。例如美国总统奥巴马于9月17日在俄亥俄州进行竞选连任活动时宣布,美国已向世界贸易组织申诉和指控中国政府为出口汽车及零部件提供补贴,当你听到这些时也许已经不再感到出乎意外。

therefore,Related party should be in this and return to reason and common sense,Realize that trade policy(At least not reasonable trade policy)To the international free trade of the existence of many negative effects.Although the related party(For example, Obama government)Sure its trade policy can change a country's trade balance,But they usually more is affected by for some enterprise or industry focus on the drive,Or is from other difficult to express political and economic purpose.Such as the United States President barack Obama on September 17, in Ohio re-election campaign activities announced,The United States has appeal to the world trade organization and accused the government of China automobile and automobile parts for export subsidy,When you hear it may have no longer feel unexpectedness.

  然而,合乎理性的观点应该反对轮胎特保案之类的贸易保护政策。自由贸易的最大好处是可以让每个经济组织专注于他们的专长,在各自的领域生产提供最好的产品,从而更好地改善各国居民的生活状况。而贸易限制却阻碍了开放经济中的自由流通,以及自由流通带来的高品质生活,从而也阻碍着整体经济的发展和福利的增长。(付辉)

however,The point of view of rationality should safeguard against the tire case and so on trade protection policy.Free trade is the biggest advantage of can let each economic organizations focus on their expertise,In their field production to provide the best products,So as to better improve countries residents living conditions.And trade restrictions but hampering the free flow of Open economy,As well as free flow brings high quality life,Thus hindering the overall economic development and welfare of the growth.(FuHui)



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