美中贸易谈判:压力越来越大 级别越谈越低

<figure style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; line-height: inherit; margin: 32px -54.2188px 0px 0px; padding: 0px; vertical-align: baseline; clear: both; background-color: #ffffff;"><span style="border: 0px; color: inherit; font-style: inherit; font-family: inherit; font-size: 15px; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline; display: block; position: relative;"><img alt="特朗普" src="https://ichef.bbci.co.uk/news/660/cpsprodpb/3B97/production/_103155251_hi039823159.jpg" width="976" height="549" data-highest-encountered-width="660" style="color: inherit; font-style: inherit; font-family: inherit; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline; height: auto; max-width: 100%; user-select: none; width: 645.781px; display: block;" /><span style="border: 0px !important; color: inherit; font-style: inherit; font-family: inherit; font-size: 15px; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px !important; vertical-align: baseline; clip: rect(1px 1px 1px 1px); overflow: hidden; position: absolute !important; height: 1px !important; width: 1px !important;">图片版权</span><span style="border: 0px; color: #ececec; font-style: inherit; font-family: inherit; font-size: 0.875rem; font-weight: inherit; letter-spacing: 0.25px; line-height: 1.14286; margin: 0px; padding: 3px 8px 1px; vertical-align: baseline; text-transform: uppercase; background: rgba(0, 0, 0, 0.6); bottom: 0px; position: absolute; right: 0px;">GETTY IMAGES</span></span></figure><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; font-weight: bold; line-height: 1.75; margin-top: 28px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">本周四(8月23日)中美两国官员结束为期两天的贸易谈判,并未取得重大突破。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">值得注意的是,贸易战快速升级,特朗普需要赢得中期选举,保住共和党在国会的多数席位,中国则急需稳住汇率,扭转经济放缓的趋势,双方都需要在谈判桌前达成协议。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">然而本次谈判双方代表级别从6月第一轮谈判的&#8220;副总理级&#8221;,陡降至&#8220;副部级&#8221;,使外界对本次会谈的成果不抱希望,中国网民则调侃下次谈判估计&#8220;要派副科级&#8221;。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">分析人士称,因为第一轮谈判的无果而终的教训,所以派低级别官员进行&#8220;试探性、技术性&#8221;谈判。更深层次的原因是双方经过第一轮接触,在谈判诉求上出现不可调和的矛盾。</p><ul style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; line-height: inherit; margin: 18px 0px 0px; padding: 0px; vertical-align: baseline; list-style: none; background-color: #ffffff;"><li style="border: 0px; color: inherit; font-style: inherit; font-family: inherit; font-size: 1rem; font-weight: inherit; letter-spacing: inherit; line-height: 1.75; margin: 18px 0px 0px 20px; padding: 0px 0px 0px 4px; vertical-align: baseline; list-style: square outside;"><a href="https://www.bbc.com/zhongwen/simp/business-45031132" style="border-width: 0px 0px 1px; border-top-style: initial; border-right-style: initial; border-bottom-style: solid; border-left-style: initial; border-top-color: initial; border-right-color: initial; border-bottom-color: #dcdcdc; border-left-color: initial; border-image: initial; color: #222222; font-style: inherit; font-family: inherit; font-size: 1rem; font-weight: bold; letter-spacing: inherit; line-height: 1.75; margin: 0px; padding: 0px; vertical-align: baseline; text-decoration-line: none; -webkit-tap-highlight-color: rgba(17, 103, 168, 0.3);">餐桌学费房地产 贸易战下你要知道的几件事</a></li><li style="border: 0px; color: inherit; font-style: inherit; font-family: inherit; font-size: 1rem; font-weight: inherit; letter-spacing: inherit; line-height: 1.75; margin: 18px 0px 0px 20px; padding: 0px 0px 0px 4px; vertical-align: baseline; list-style: square outside;"><a href="https://www.bbc.com/zhongwen/simp/business-43688022" style="border-width: 0px 0px 1px; border-top-style: initial; border-right-style: initial; border-bottom-style: solid; border-left-style: initial; border-top-color: initial; border-right-color: initial; border-bottom-color: #dcdcdc; border-left-color: initial; border-image: initial; color: #222222; font-style: inherit; font-family: inherit; font-size: 1rem; font-weight: bold; letter-spacing: inherit; line-height: 1.75; margin: 0px; padding: 0px; vertical-align: baseline; text-decoration-line: none; -webkit-tap-highlight-color: rgba(17, 103, 168, 0.3);">观点:中国对贸易战的态度为何如此强硬?</a></li><li style="border: 0px; color: inherit; font-style: inherit; font-family: inherit; font-size: 1rem; font-weight: inherit; letter-spacing: inherit; line-height: 1.75; margin: 18px 0px 0px 20px; padding: 0px 0px 0px 4px; vertical-align: baseline; list-style: square outside;"><a href="https://www.bbc.com/zhongwen/simp/chinese-news-44598438" style="border-width: 0px 0px 1px; border-top-style: initial; border-right-style: initial; border-bottom-style: solid; border-left-style: initial; border-top-color: initial; border-right-color: initial; border-bottom-color: #dcdcdc; border-left-color: initial; border-image: initial; color: #222222; font-style: inherit; font-family: inherit; font-size: 1rem; font-weight: bold; letter-spacing: inherit; line-height: 1.75; margin: 0px; padding: 0px; vertical-align: baseline; text-decoration-line: none; -webkit-tap-highlight-color: rgba(17, 103, 168, 0.3);">观点:贸易战会引发中国社会连锁反应吗</a></li></ul><h2>美国诉求与压力</h2><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">虽然美国对中国进行关税打击的战略性目的众说纷纭,但其提出的具体诉求一直非常清晰&#8212;&#8212;即停止知识产权侵犯、降低贸易壁垒。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">谈判前,白宫首席经济顾问库德洛表示:&#8220;特朗普的目标是消除关税和非关税壁垒及配额,阻止知识产权被盗,并停止强制技术转让。&#8221;</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">谈判后,白宫发言人沃尔特斯(Lindsay Walters)在一份简短的电邮声明中再次确认,与中国官员进行了为期两天的讨论,就如何在经济关系中实现公平、平衡和互惠交换了看法。谈判内容包括解决中国的结构性问题,涉及该国的知识产权和技术转让政策。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">这与第一轮谈判美国提出的诉求一致&#8212;&#8212;要求中国立即停止向《中国制造2025》计划涉及的先进技术领域提供补贴。</p><figure style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; line-height: inherit; margin: 24px -24.6484px 0px 0px; padding: 0px; vertical-align: baseline; background-color: #111111; clear: both;"><span style="border: 0px; color: inherit; font-style: inherit; font-family: inherit; font-size: 15px; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline; display: block; position: relative;"><img src="https://ichef.bbci.co.uk/news/624/cpsprodpb/89B7/production/_103155253_hi042841816.jpg" datasrc="https://ichef.bbci.co.uk/news/320/cpsprodpb/89B7/production/_103155253_hi042841816.jpg" alt="高通芯片" width="976" height="549" data-highest-encountered-width="624" style="color: #bdbdbd; font-style: inherit; font-family: inherit; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline; height: auto; max-width: 100%; user-select: none; width: 616.211px; transition: opacity 0.2s ease-in; display: block;" /><span style="border: 0px !important; color: inherit; font-style: inherit; font-family: inherit; font-size: 15px; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px !important; vertical-align: baseline; clip: rect(1px 1px 1px 1px); overflow: hidden; position: absolute !important; height: 1px !important; width: 1px !important;">图片版权</span><span style="border: 0px; color: #ececec; font-style: inherit; font-family: inherit; font-size: 0.875rem; font-weight: inherit; letter-spacing: 0.25px; line-height: 1.14286; margin: 0px; padding: 3px 8px 1px; vertical-align: baseline; text-transform: uppercase; background: rgba(0, 0, 0, 0.6); bottom: 0px; position: absolute; right: 0px;">GETTY IMAGES</span></span><figcaption style="border: 0px; color: inherit; font-style: inherit; font-family: inherit; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 16px; vertical-align: baseline; visibility: visible;"><span style="border: 0px !important; color: inherit; font-style: inherit; font-family: inherit; font-size: 15px; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px !important; vertical-align: baseline; clip: rect(1px 1px 1px 1px); overflow: hidden; position: absolute !important; height: 1px !important; width: 1px !important;">Image caption</span><span style="border: 0px; color: #ececec; font-style: inherit; font-family: inherit; font-size: 0.75rem; font-weight: inherit; letter-spacing: inherit; line-height: 1.33333; margin: 0px; padding: 0px; vertical-align: baseline; display: block;">美国对价值63亿美元中国半导体及相关产品加征关税,然而这些产品使用的基础芯片中很多产自美国。图为美国高通公司的芯片。</span></figcaption></figure><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">美国的诉求比较清晰,但中国并未响应。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">路透社援引特朗普政府一位高官称,不看好谈判取得进展的前景,称中国尚未解决窃取其知识产权和行业补贴的问题。&#8220;他们(中国)必须解决我们提出的关切,这一点至关重要,目前还没有看到,但我们会继续推动他们解决这些问题。&#8221;</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">对美国而言,这一诉求与其核心利益相符。香港科技大学经济系教授朴之水对BBC中文表示,经济发展根本上还是被创新所驱动,而美国对中国最大的优势在于创新质量和技术发展能力的引领地位。因此,这也是美国试图通过贸易战坚决捍卫的。</p><h2>中国的压力与底线</h2><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">分析人士指出,第一轮谈判无果而终,因为限制《中国制造2025》计划的提议,对中国来说则没得谈。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">路透社援引中国政府一名高级官员称,北京不愿与美国就任何限制《中国制造2025》计划的问题进行谈判,中国把这一要求看作是美国阻止中国经济发展和技术进步。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">其次,中国在政治上可能更占优势。《纽约时报》援引一位中国官员称,中国的一党制政治体制、以及习近平主席对权力经久不衰的控制&#8212;&#8212;尤其是在今年3月废除了国家主席任期限制之后&#8212;&#8212;意味着中国在任何贸易争端中都能比美国和特朗普持续更长的时间。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">在美国的核心诉求上不愿让步,在政治上有心理优势,使中国在过去两个月保持强硬,针对美国的每一项打击都进行等量回击。</p><figure style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; line-height: inherit; margin: 24px -24.6484px 0px 0px; padding: 0px; vertical-align: baseline; background-color: #111111; clear: both;"><span style="border: 0px; color: inherit; font-style: inherit; font-family: inherit; font-size: 15px; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline; display: block; position: relative;"><img src="https://ichef.bbci.co.uk/news/624/cpsprodpb/D6B8/production/_102186945_gettyimages-972947516.jpg" datasrc="https://ichef.bbci.co.uk/news/320/cpsprodpb/D6B8/production/_102186945_gettyimages-972947516.jpg" alt="," width="976" height="549" data-highest-encountered-width="624" style="color: #bdbdbd; font-style: inherit; font-family: inherit; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline; height: auto; max-width: 100%; user-select: none; width: 616.211px; transition: opacity 0.2s ease-in; display: block;" /><span style="border: 0px !important; color: inherit; font-style: inherit; font-family: inherit; font-size: 15px; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px !important; vertical-align: baseline; clip: rect(1px 1px 1px 1px); overflow: hidden; position: absolute !important; height: 1px !important; width: 1px !important;">图片版权</span><span style="border: 0px; color: #ececec; font-style: inherit; font-family: inherit; font-size: 0.875rem; font-weight: inherit; letter-spacing: 0.25px; line-height: 1.14286; margin: 0px; padding: 3px 8px 1px; vertical-align: baseline; text-transform: uppercase; background: rgba(0, 0, 0, 0.6); bottom: 0px; position: absolute; right: 0px;">GETTY IMAGES</span></span><figcaption style="border: 0px; color: inherit; font-style: inherit; font-family: inherit; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 16px; vertical-align: baseline; visibility: visible;"><span style="border: 0px !important; color: inherit; font-style: inherit; font-family: inherit; font-size: 15px; font-weight: inherit; letter-spacing: inherit; line-height: inherit; margin: 0px; padding: 0px !important; vertical-align: baseline; clip: rect(1px 1px 1px 1px); overflow: hidden; position: absolute !important; height: 1px !important; width: 1px !important;">Image caption</span><span style="border: 0px; color: #ececec; font-style: inherit; font-family: inherit; font-size: 0.75rem; font-weight: inherit; letter-spacing: inherit; line-height: 1.33333; margin: 0px; padding: 0px; vertical-align: baseline; display: block;">中美贸易战开打后,中国内地和香港股市均出现了巨大跌幅。</span></figcaption></figure><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">然而随着贸易摩擦演化成持久战,中国面临的压力也快速增加。东方资产管理股份有限公司首席经济学家吴庆指出,&#8220;拖延&#8221;是应对贸易战措施中最坏的一个,拖延的时间越长,对中国越不利。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">贸易战也暴露出中国经济长期存在的一些问题,比如芯片等核心技术短板,债务风险高,以及经济运转效率低等。一位不具名的政府人士向路透社表示,在近期针对中美贸易形势的部际及中央高层的碰头研讨中,除了商榷相关预案与反制措施之外,还在研究通过自身的改革从根本上增强&#8220;抗压能力&#8221;。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">这场贸易战中,中国采取守势。香港中文大学商学院国际商业及中国企业课程联席主任李兆波分析,中国的真实诉求是保护其国有和私营企业,尤其是那些产品和服务还不具备全球竞争力的,一旦向外国资本大幅开放中国本土市场会对中国的GDP和失业率产生负面影响。但中国在口水战中试图把自身打造成受害者的形象,但并不奏效,因为它没有像加入WTO时承诺的一样开放市场,因此美国实际上更有理由采取行动以平衡双边贸易。</p><p style="border: 0px; color: #404040; font-variant-numeric: inherit; font-family: Helvetica, Arial, STHeiti, 华文黑体, &quot;Microsoft YaHei&quot;, 微软雅黑, SimSun, 宋体, &quot;WenQuanYi Micro Hei&quot;, sans-serif; font-size: 1rem; line-height: 1.75; margin-top: 18px; padding: 0px; vertical-align: baseline; background-color: #ffffff;">多位分析人士都表示,随着谈判的深入,中国可能会在美国的核心诉求上适当让步,以达成协议;然而特朗普则面临着中期选举,以及其前律师和前竞选团队主席的诉讼带来的政治风险,可能为美国方面带来较大的不确定性。</p>