新闻来源：www.bloomberg.com
原文地址：Adam Tooze on the Big Misconceptions of the Chinese Economy
新闻日期：2024-09-12
近年来，“过剩产能”一词变得十分热门。人们不断提出中国的低利润商品大量涌入国际市场，导致全球巨大不均衡的论点。西方国家，特别是美国（也包括欧洲），因此采取加征关税和实施国内产业政策来与中国竞争。但这种策略是否有效？问题的基本前提是否准确？
我们在这期播客中邀请了哥伦比亚大学教授Adam Tooze，他是多本书籍的作者，以及流行的数据简报通讯Chartbook的编辑。他认为，“过剩产能”的说法存在误导性，而美国可能在产业复兴上做出了错误押注。他分析了中国模式中的实际弱点及其全球政治影响。
原文摘要：
One of the big buzzwords over the last year or so has been “overcapacity.” There’s a constant line of argument that China is unfairly flooding the world with unprofitable goods and creating huge, unsustainable imbalances. Western countries, particularly the US (but also Europe), have responded by raising tariffs and engaging in domestic industrial policy in order to compete. But is the strategy sound? Are the basic premises of the problem correct? On this episode of the podcast, we speak with Columbia Professor Adam Tooze, the author of several books, as well as the popular Chartbook newsletter. He argues that the overcapacity framing is misguided, and that the US may be making a mistake putting its chips down on an industrial revival. He talks us through some of the actual weaknesses of the Chinese model, as well as its global political reverberations.
