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经济地理视角的投资:2019年热点区域投资机会分析

文章摘要

在全球经贸体系新一轮重构的过程中,寻求制度突破。一个经济与人文形态丰富的粤港澳大湾区和一个近乎一张白纸但却不乏资源又相对独立的地理单元海南省就凸显承担国家全方位开放的实验平台不二担当的角色,粤港澳大湾区和海南自贸试验区无疑承担起了战略使命。在全面对外开放进入新时代的背景下,我国进一步深化对外经济交往,积极参与全球治理体系的改革和建设,有利于营造良好的外部环境。对内,进一步开放自然垄断行业的竞争性业务和开放竞争性服务业,能够有效地倒逼改革,摈弃不利于行业发展的低标准,优胜劣汰,提高企业竞争力,有利于在国际舞台上施展实力。自由贸易区和自由贸易港的设立和谋划有助于进一步扩大地区和国家的出口贸易和转口贸易,提高在全球贸易中的地位。充分利用自由贸易区作为国际投资中心的地位,可以进一步吸引外资,引进国外先进技术与管理经验。通过在港口、交通枢纽和边境地区设立自由贸易区,可起到繁荣港口、刺激交通运输、物流业发展的作用。同时通过大湾区、自贸区等形式和各方一起打造国际合作新平台,进一步扩大对外经济交流和合作、推进多边贸易体制的完善、扩大区域合作、加强新型经济体的交流合作,对开放型世界经济的建设有利,也将有利于我国经济转型的外部环境建设,有效抵御冲突和不确定性的干扰。同时,先一步了解国际环境的变化,积极学习和探索使用国际规则处理所遇到的难题,也有助于中国在发展中变得更强。未来中国可以更积极地参与到全球规则的制定中去。同时处在“一带一路”关键节点上的粤港澳大湾区和中国(海南)自由贸易试验区充满机遇。

Abstract

In the process of the new round of restructuring of the global economic and trade system,we should seek institutional breakthroughs.the Guangdong-HongKong-MacaoGreaterBayArea with rich economic and humanistic forms and a relatively independent geographical unit with almost a piece of white paper,but no lack of resources,Hainan Province has played an important role in undertaking the national all-round open experimental platform.the Guangdong-HongKong-Macao Greater Bay Area and the China(Hainan)Free Trade Pilot Area undoubtedly have assumed the strategic mission.Under the background of opening to the outside world in an all-round way and entering a new era,China will further deepen its foreign economic exchanges and actively participate in the reform and construction of the global governance system,which is conducive to creating a good external environment.Internally,further opening up competitive business and services in natural monopoly industries can effectively force reform,abandon low standards that are not conducive to the development of the industry,eliminate the fittest and improve the competitiveness of enterprises,and help them to exert their strength on the international stage.The establishment and planning of free trade zones and ports will help to further expand regional and national export and transit trade and enhance their position in global trade.Making full use of the status of FTA as an international investment center can further attract foreign investment and introduce advanced foreign technology and management experience.The establishment of free trade zones in ports,transportation hubs and border areas can play a role in booming ports,stimulating the development of transportation and logistics industries.At the same time,through the Great Bay Area,FTA and other forms,we will build a new platform for international cooperation,further expand foreign economic exchanges and cooperation,promote the perfection of the multilateral trading system,expand regional cooperation and strengthen exchanges and cooperation among new economies,which will benefit the construction of an open world economy,and will also contribute to the construction of the external environment for China's economic transformation,and effectively resist conflicts and conflicts.Uncertainty disturbance.At the same time,a step-by-step understanding of the changes in the international environment,active learning and exploring the use of international rules to deal with the difficulties encountered,will also help China to become stronger in its development.In the future,China can participate more actively in the formulation of global rules.At the same time,the Guangdong-HongKong-Macao Greater Bay Area and China (Hainan) Free Trade Pilot Area on the “one belt and one road” key node are full of opportunities.

作者简介
邹继征:邹继征 中国建投投资研究院高级研究员