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观点 中国经济

China is smarter about subsidies than everybody else
中国在政府补贴上比其他国家更“聪明”

Beijing is stealing a march on its competitors by targeting strategic sectors | 邰蒂:政府补贴并非中国独有,但中国重点补贴战略性产业,并且政策具有整体协调性,欧美在两方面都欠缺。

What is driving the explosion of Chinese exports, which hit almost $4tn last year? That question is creating deep angst among non-Chinese policymakers amid fears of a second “China shock”.

是什么推动了中国出口的爆炸式增长?去年其出口总额已逼近4万亿美元。这一问题引发了中国以外政策制定者们的深切焦虑,他们担心会出现第二次“中国冲击”。

It is an issue I have been considering myself recently, having just crossed China in an electric vehicle Silk Road convoy, where I saw up close the startling quality of its EVs, green tech and artificial intelligence. Witnessing all that, it is hard not to worry about how others will compete.

我自己最近也在思考这个问题。我刚参加了一个驾驶电动汽车沿丝绸之路穿越中国的车队,近距离见证了中国电动汽车、绿色技术和人工智能令人惊叹的品质。目睹这一切,很难不让人担心其他国家该如何与之竞争。

And now a row about this has erupted between some Chinese economists and the OECD. Last month the Paris-based organisation reported that China’s subsidies were three to eight times higher than its rich-world rivals in 2024, accounting for up to 60 per cent of its global market share gains between 2005 and 2023. This echoes repeated American and European complaints that China is using “unfair” tactics to undercut rivals.

如今,围绕这一话题,一些中国经济学家与经合组织(OECD)之间爆发了争论。这家总部位于巴黎的机构上个月发布报告称,2024年中国的补贴规模是其发达国家竞争对手的3到8倍;在2005年至2023年间中国全球市场份额的增长中,高达60%归因于这些补贴。这呼应了欧美方面一贯的抱怨,即中国利用“不公平”手段削弱竞争对手。

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