五年来中国与“一带一路”国家开展产能合作,取得积极进展,主要有:产能合作规模持续扩大,一批重大标志性项目启动;境外经贸合作区发展迅速,并呈现“大分散、小集中”分布特征;合作领域不断拓展,参与主体日益多元化;东部地区是中国企业“走出去”主力,中西部地区潜力较大;“一带一路”产能合作与中国—中东欧“16+1”、中非产能合作形成协同发展态势。但是,当前“一带一路”产能合作仍然存在一些不容忽视的问题和障碍,包括产能合作层次偏低,境外产业园区开发质量不高,融资难问题比较突出,中国技术标准接受度不高,对外投资风险较大等问题。展望未来,我们认为“一带一路”产能合作前景光明,将呈现以下图景:中国工业化极大成功,提升了中国国际影响力,“一带一路”产能合作将加速推进;国内相关政策日益完善,助推“一带一路”产能合作发展;前期准备和投资经验的积累,将有效提升“一带一路”产能合作效益并降低风险;“一带一路”产能合作重塑国际分工格局,中国将是新国际产业链“链主”。本报告最后提出了相应的对策建议,主要是:进一步做好统筹规划,完善国际产能合作支持体系;进一步加强境外产业园区建设,优化园区管理机制;创新产能合作模式,提高合作成功率和经济效益;创新投融资机制,切实解决产能合作融资难问题;鼓励采用中国技术标准,大力实施标准国际化战略;积极开展第三方合作,推进形成命运共同体;强化国别研究,降低产能合作风险;加强合规性能力建设,规避海外经营风险。
In the last five years,China has developed cooperation with the countries along the Belt and Road and achieved positive progress.For instance,the capacity cooperation scale is continuously growing,several major landmark projects have been initiated;oversea economic and trade cooperation zones have been developing rapidly and distribute dispersedly as a whole and concentratedly in parts;cooperation fields have been expanded constantly and participants are gradually increasing;Eastern area is the main gateway for Chinese enterprises to go global while central and western areas have great potential;the Belt and Road capacity cooperation,China-Central and Eastern Europe(16+1)and China-Africa cooperation have been developing synergistically.Nonetheless,the current capacity cooperation is still confronted with problems and obstacles,including low cooperation level and development quality of the oversea industrial zones,financing difficulties,limited acceptance of China's technical standards and high risks in oversea investment.However,we think there is bright prospect for the Belt and Road capacity cooperation and a new picture will be revealed:China's success in industrialization will enhance its international influence,the Belt and Road capacity cooperation will accelerate;related domestic policies will be improved gradually to facilitate the capacity cooperation;the preparation and experience of investment will effectively increase the benefit of cooperation and decrease the risks;the Belt and Road capacity cooperation will restructure the international division of labor and China will lead the new international industry chain.At the end,this article put forward some suggestions.We should make better overall planning and improve the supporting system for international capacity cooperation;further strengthen the construction of oversea industrial zones and optimize the management mechanism of the industrial zones;innovate in capacity cooperation modes and improve success chances and economic interest;create new investment and financing mechanisms and overcome the financing difficulties;encourage the adoption of Chinese technical standards and implement strategies for standard internationalization;actively develop cooperation with third parties and advance the formation of the community of common destiny;strengthen country studies and reduce risks in capacity cooperation;reinforce the construction of compliance capability and avoid risks in overseas operations.