天然橡胶是一种重要的战略性资源，对经济发展有重要影响，近几年，也受到国际金融危机和世界经济衰退的影响。东南亚地区是天然橡胶的主要产地，前几年大面积种植的橡胶，近几年开始割胶，导致供给迅猛增加。世界天然橡胶呈现供大于求的格局，胶价仍将在低位徘徊。中国是天然橡胶最大的消费国和进口国，在经济呈下行态势的背景下，对橡胶的需求开始放缓。中国不具备橡胶种植的比较优势，长期来看，橡胶产业必须“走出去”。本报告以广东农垦为例，对广东农垦种植橡胶的SWOT进行分析，说明“走出去”战略对于整个广东农垦乃至全国天然橡胶产业来说的重要意义。同时，本报告分析了“走出去”战略可能面对的问题，并从国家政策层面和企业层面提出了对策建议。
The series of characteristics make natural rubber an important strategic material. China is the largest natural rubber consumer and importer in the world. However，because China is in the trend of economic downturn，its demand for natural rubber is shrinking. On the other hand，a large plantation in Southeast Asia is just ready for tapping this year，leading to a rapid increase in supply. The price of natural rubber will remain low in the next few years because of the oversupply situation. In addition，because our country lacks the comparative advantage for rubber plantation，“going global” is our inevitable choice. This article is going to take Guangdong Agribusiness Group as an example，by making SWOT analysis on its plantation of natural rubber，to reveal the importance of “going global” strategy for Guangdong Agribusiness Group and even for the whole country. Also，this article analyzes the possible problems relating to the “going global” strategy，thus proposed suggestions to solve existing problems from the national policy level and enterprise level.
