美国贸易保护主义抬头加速了中国对美直接投资的步伐，摆在中国企业面前的问题是：如何改变依赖低成本优势的发展模式、真正做一个守法且有社会责任感的企业？ 

The American trade protectionism growth accelerating China's direct investment to the pace,In the presence of Chinese enterprises is:How to change depend on low cost advantage development pattern/It's truly a law-abiding and have a sense of social responsibility of the enterprise? 

　　10月，美国总统大选进入最激烈的阶段，而中美贸易关系跌进了最低谷。 

October,The United States presidential election in the most intense phase,Sino-us trade relations and we fell. 

　　美国对待中国企业的态度总是让人费解。一边是用“双反”措施几乎毁掉了中国的光伏产业，又以国家安全为由驱逐华为、中兴，连到美国“绿地投资”的三一集团也未能幸免；另一边是阿拉巴马州官商一行在盈科律师事务所的穿针引线下热情洋溢的前来中国招商引资。这看似矛盾的两件事，内涵其实一致：不要再卖廉价的东西给我，直接来美国投资建厂吧。 

The United States to China enterprise attitude always confusing.Side is to use"Double reverse"Measures almost destroyed Chinese photovoltaic industry,And to national security grounds out huawei/zte,Even to the United States"Greenfield investment"The trinity group were not spared;The other side is a line between the Alabama in PCCW law firm under a passionate to come to China's investment promotion and capital introduction.This seemingly contradictory two things,Connotation actually consistent:Don't sell cheap things to me,Direct to the United States, investment and construction. 

　　很明显，经济复苏乏力的美国正在经历贸易保护主义时期，阿拉巴马中国合作组织及Parsons&Whittemore公司主席Gorge·Landegger说，“人性都有这样的一面，事情发展不好时就会去责备其他人，所以经济复苏乏力的美国要向世界贸易组织寻求保护。这可能看起来不公平，但世界上很多事情就是不公平，你想在美国这个世界最大的消费国占有市场，最好的方法就是直接去那里投资制造业。” 

obviously,Weak economic recovery in the United States is experiencing a period of trade protectionism,Alabama China cooperation organization and Parsons&Whittemore chairman Gorge · Landegger said,"Human nature have such a,Things will not blame others,So weak economic recovery in the United States to the world trade organization for protection.It may seem unfair,But a lot of things in the world is not fair,You want to study in the United States the world's largest consumer market possession,The best way is to go there directly manufacturing." 

　　但是即使去美国直接投资，国家安全审查也是无法完全回避的问题，而对中国企业来说，如何改变依赖低成本优势的发展模式、真正做一个守法且有社会责任感的企业将是最大的挑战。 

But even if go to American direct investment,National security review is also unable to completely avoid problems,But to China for enterprise,How to change depend on low cost advantage development pattern/It's truly a law-abiding and have a sense of social responsibility of the enterprise will be the biggest challenge. 

　　中美贸易关系跌入谷底 

Sino-us trade relationship fall into the bottom 

　　10月11日，美国商务部宣布了对中国光伏电池及组建的“双反”终裁结果，认定中国企业的反倾销税率为18．32%—249．96%，反补贴税率为14．78%—15．97%。中国光伏产品相对国外产品的价格优势也不过30%，这意味着中国光伏企业将彻底丧失美国市场。 

On October 11,,The us department of commerce announced on China pv cell and formed"Double reverse"Final results,That China enterprise anti-dumping rate is 18.32% - 249.96%,Countervailing rate is 14.78% - 15.97%.Chinese photovoltaic products relative foreign product price advantage also however 30%,This means that China pv enterprises will completely lose the American market. 

　　随着美国终裁结果的出炉，近年来一直生活在欧美“双反”阴影之中的中国光伏产业终于败象毕露，曾经一度风光无限的光伏“双雄”——无锡尚德和江西赛维负债累累，濒临破产。10月22日，有国资背景的江西恒瑞新能源有限公司向赛维输血2000多万美元，赛维暂时渡过难关，但是后续发展仍有待观察。而据GTM Research最新研究报告显示，未来三年将有180家光伏企业走上倒闭或被收购的道路。 

As the United States a final results,In recent years has been living in Europe and the United States"Double reverse"The shadow of China pv industry in the BaiXiang finally,Once scenery infinite pv"pair"- wuxi suntech and LDK deep in debt,On the verge of bankruptcy.On October 22,,Have inspected background jiangxi HengRui new energy co., LTD. To the d blood transfusion more than $2000,"D temporarily tide over the difficulties,But the subsequent development remains to be seen.And according to GTM Research study,The next three years will have 180 photovoltaic enterprise to go bankrupt or the acquisition of road. 

　　比光伏产业更早两天接到不幸消息的是中兴和华为，10月8日，美国国会众议院情报委员会公布的一份报告认为，美国应该以怀疑的目光审查中国电信公司在美电信市场的持续渗透，不管是政府还是私营部门，都不应该和华为、中兴合作。事后有知情人士透露，由美国白宫下令对美国电信公司供应商造成的安全隐患进行的调查发现，没有明显证据表明华为、中兴替中国政府从事间谍活动。美国此举被解读为以国家安全为借口阻击中国企业。阿拉巴马中国合作组织及三叶集团创始人郑礼明认为，华为、中兴在美遭遇并非美国政府主导，而是其竞争对手在发挥作用。 

Photovoltaic industry earlier than two days of receiving bad news is zte and huawei,October 8,The U.S. house of representatives intelligence committee released a report says,The United States should be to doubtful review China telecom company in the United States for the telecommunication market penetration,Whether the government or the private sector,Should not be and huawei/Zte cooperation.Afterwards have informed sources,By the White House to the United States ordered telecommunications companies the safe hidden trouble caused by supplier survey found,No clear evidence shows that huawei/Zte for the Chinese government spying.The United States it was interpreted as a national security as an excuse to block China's enterprise.Alabama China cooperation organization and trefoil group founder ZhengLiMing think,huawei/Zte in the encounter is not the United States government leading,But its competitors in the play a role. 

　　比中兴、华为更早一点听到坏消息的是三一集团。9月28日，美国总统奥巴马同意签署美国外资投资委员（CFIUS）提交上来的禁令，以“涉嫌危害国家安全”为由勒令三一集团在美的投资风力发电项目无条件退出。10月1日，不服禁令的三一集团在美关联企业Ralls将美国外资投资委员会和奥巴马一起告上法庭。美国白宫就此淡定回应，此举没有价值，他们会积极应对。 

Than zte/Huawei earlier to hear the bad news is trinity group.September, and,President barack Obama agreed to sign the United States foreign investment committee(CFIUS)Submit the ban came up,to"Suspected of endangering national security"Sany group by suspended in the investment in wind power generation project unconditional exit.On October 1,,Not ban trinity group in the affiliated enterprise Ralls American foreign investment commission and barack Obama court together.The White House on the calm response,It has no value,They will actively respond to. 

　　值得注意的是，虽然三一集团与中兴、华为都是因“涉嫌危害国家安全”为由在美国遭遇了不公正待遇，但是三一集团与后二者在美投资形式不同，中兴、华为主要还是出口贸易，三一集团则是“绿地投资”，即跨国公司等投资主体在东道国境内依照东道国的法律设置的部分或全部资产所有权归外国投资者所有的企业。三一集团在美国运行风力发电项目的关联公司Ralls属于美国企业。 

It is important to note that,Although the trinity group and zte/Huawei is because"Suspected of endangering national security"In the United States have been on the unfair treatment,But the trinity group and in the United States after the investment in different forms,zte/Huawei is main or export trade,Trinity group is"Greenfield investment",Multinational company is main body of investment in the territory of the host country in accordance with the laws of the host country set of some or all of the ownership of assets to foreign investors all of the enterprise.Trinity group in the operation of wind power generation project affiliates Ralls belongs to the enterprise. 

　　对美直接投资是大势所趋 

To the direct investment is the trend of The Times 

　　“美国正在进入贸易保护主义时期”，阿拉巴马中国合作组织及Parsons&Whittemore公司主席Gorge·Landegger认为，在这种形势下，中国企业想避开来自美国的“双反”大棒最好的方法是直接去那里投资制造业。郑礼明对此表示认同，他甚至认为如果华为、中兴在美国制造生产，而不是纯粹的贸易，就不会遭遇美国屡次三番的以涉嫌威胁国家安全为由的抵 制。 

"The United States is in period of trade protectionism",Alabama China cooperation organization and Parsons&Whittemore chairman Gorge · Landegger think,In this situation,Chinese companies want to avoid from the United States"Double reverse"Stick is the best way to go there directly manufacturing.ZhengLiMing expressed identity,He even think that if huawei/Zte in the United States manufacturing,Rather than purely trade,Won't encounter the United States again and again with suspected threaten national security grounds to system.