中美贸易战与政策弹性

Edward Ashbee, Steve Hurst
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摘要

人们可以将特朗普政府寻求对中华人民共和国(prc)发动贸易战归因于一系列变量,包括其连任希望,将保护主义作为经济武器的承诺,对北京追求人工智能的担忧,以及对全球权力平衡的更广泛战略担忧。本文认为,对唐纳德·j·特朗普总统改变对华贸易政策的能力的另一种解释是,1990年代末出现的贸易政策体制的结构性弱点,当时国会于1998年7月将永久正常贸易关系作为自由贸易的指定,中国于2001年12月加入世界贸易组织。这些弱点在很大程度上归因于美国最初与中国建立新贸易体制的方式,以及当时发生的辩论的局限性,只是部分结论性的。尽管中国和美国之间的供应链不断增长和嵌入,但这些内在的弱点导致了随后几年贸易政策制度的逐步侵蚀。在这种背景下,2017年1月之后,几乎没有选区准备为中国游说,特朗普政府改变贸易政策也几乎没有遇到反对。
本文章由计算机程序翻译,如有差异,请以英文原文为准。
The U.S.-China Trade War and Policy Resilience
One can attribute the Trump administration’s pursuit of a trade war against the People’s Republic of China (prc) to a range of variables, including its re-election hopes, commitment to protectionism as an economic weapon, fears about Beijing’s pursuit of artificial intelligence, and broader strategic concerns about the global balance of power. This article argues that another explanation for President Donald J. Trump’s ability to change trade policy towards China was the structural weaknesses of the trade policy regime that emerged at the end of the 1990s when Congress adopted Permanent Normal Trade Relations as a designation for free trade in July 1998 and the prc joined the World Trade Organization in December 2001. Those weaknesses owed much to the ways in which the United States initially framed the new trade regime with the prc and the limited, only partially conclusive, character of the debate that took place at the time. Despite the growth and embedding of supply chains between China and the United States, these inbuilt weaknesses contributed to the progressive erosion of the trade policy regime during the years that followed. Within this context, few constituencies were ready to lobby for the prc after January 2017 and the Trump administration faced little opposition to its change of trade policy.
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