美加征关税背景下中国民营经济发展的战略选择
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作者:
作者单位:

1.中共江苏省委党校 经济学教研部,江苏 南京 210009;2.中共福建省委党校 经济学教研部,福建 福州 350108;3.福建投资集团 闽投研究院,福建 福州 350005

作者简介:

徐政,中共江苏省委党校经济学教研部讲师,南京大学博士后,江苏省习近平新时代中国特色社会主义思想研究中心生态环境厅基地特约研究员,河北省重点高端智库“河北省公共政策评估研究中心”研究员,Email:807211542@qq.com
程梦瑶(通信作者),经济学博士,中共福建省委党校经济学教研部副教授,Email:chengmengyao@ruc.edu.cn
郑霖豪,经济学博士,福建投资集团闽投研究院研究员。

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中图分类号:

F757.12;F752.7;F121.23

基金项目:

江苏省社科应用精品工程(习近平生态文明思想研究专项)“新质生产力本身就是绿色生产力的内涵及因地制宜发展路径研究”(STA-04)


Strategic choices for the development of China’s private economy under the U.S. tariff imposition
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Affiliation:

1.Department of Economics, Party School of C.P.C. Jiangsu Committee, Nanjing 210009, P. R. China;2.Department of Economics, Party School of C. P. C. Fujian Committee, Fuzhou 350108, P. R. China;3.Mintou Research Institute, Fujian Investment Group, Fuzhou 350005, P. R. China

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    摘要:

    2025年以来,美国对华加征关税政策加速推进,出于平衡贸易逆差与实施保护主义的经济动因、重构全球产业链与减少对华依赖的战略动因、转移国内矛盾与地缘政治博弈的政治动因以及阻滞技术跃迁与维持代际优势的科技动因,已超越传统贸易摩擦范畴,形成经济、战略、政治与科技多维度联动的系统性压制工具美国对中国征收的高额关税,将使中国民营经济面临供应链承压(生产成本持续攀升)、出口遇阻(传统市场空间压缩)、技术受遏(创新生态链式断裂)与人才流失(遏制高端智力流入)的系统性风险挑战。2025年4月,习近平总书记在中央周边工作会议上首次提出“亚洲安全模式”,标志着中国从被动应对转向主动塑造区域治理规则的战略升级,为民营经济突围提供新范式。基于此,文章聚焦美国对华加征关税背景下中国民营经济的战略转型路径选择,提出“改革开放—政企协同—市场开拓—风险防控—创新驱动”的五维战略框架,通过畅通国内大循环、促进国内国际双循环,完善制度性保障政策、加大对民企扶持力度,强化多边合作、共建“一带一路”,健全外贸预警、强化法律支撑保障,深化科技体制改革、优化人才建设生态等方式突破封锁。这种转型不仅为我国民营企业应对中美贸易战提供实践启示,更通过制度型开放倒逼国际规则创新的尝试,为新兴经济体突破“中心—外围”依附格局提供中国方案。唯有将改革深度融入全球治理体系重构,才能将关税危机转化为规则重塑的历史机遇,这既是应对单边霸权的现实选择,更是推动人类命运共同体建设的战略抉择。

    Abstract:

    Since 2025, the accelerated implementation of U.S. tariff increases on Chinese goods has transcended traditional trade frictions, evolving into a systematic suppression tool with multi-dimensional coordination across economic, strategic, political, and technological domains. Economically, it aims to balance trade deficits and enforce protectionism; strategically, to restructure global supply chains and reduce dependence on China; politically, to divert domestic tensions and engage in geopolitical rivalry; and technologically, to stifle China’s innovation leapfrogging and maintain generational advantages. These high tariffs impose systemic risks on China’s private economy, including supply chain strain (persistent cost escalation), export contraction (compressed traditional markets), technological containment (fractured innovation ecosystems), and talent drain (restricted high-end intellectual inflows). In April 2025, General Secretary Xi Jinping’s inaugural proposal of the Asia Security Model at the Central Conference on Peripheral Work marked China’s strategic shift from passive defense to proactive rule-shaping in regional governance, offering a new paradigm for private sector resilience. This study proposes a five-dimensional strategic framework: reform and opening-up, government-enterprise collaboration, market expansion, risk prevention, and innovation-driven development, to navigate U.S. tariff pressures. Key measures include: strengthening domestic circulation as the cornerstone while promoting dual domestic-international cycles; enhancing institutional safeguards and policy support for private enterprises; deepening multilateral cooperation under the Belt and Road Initiative; building trade early-warning systems and legal protections; advancing sci-tech system reforms and talent ecosystem optimization. This transformation not only provides practical guidance for Chinese enterprises to counter U.S. trade tactics but also offers a China solution for emerging economies to break the core-periphery dependency through institutional innovation. By integrating reforms into global governance restructuring, China aims to convert tariff crises into historic opportunities for rule-making—a pragmatic response to unilateral hegemony and a strategic commitment to advancing a shared future for humanity.

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徐政,程梦瑶,郑霖豪.美加征关税背景下中国民营经济发展的战略选择[J].重庆大学学报社会科学版,2025,31(4):124-135. DOI:10.11835/j. issn.1008-5831. pj.2025.04.006

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  • 在线发布日期: 2025-10-15
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