內(nèi)部分歧重重，美貿(mào)易代表團(tuán)要如何和中國談判？
華盛頓——本周抵達(dá)中國的特朗普政府高層官員表達(dá)了北京需改變貿(mào)易做法的強(qiáng)硬態(tài)度。但是對(duì)于美國應(yīng)該試圖獲取什么樣的讓步，或者說怎樣做才能使中國就范，代表團(tuán)內(nèi)部沒有多少共識(shí)。
Instead of a single point person with a clear set of demands, the White House is sending six trade and economic officials with differing ideas on how to approach China and who are deeply divided over the desirability of a trade war. Some advocate goals that do not align with what the American business community wants or what China is prepared to offer, raising questions about how productive a dialogue will be, and whether talks can prevent the world’s two largest economies from tipping into a deeper conflict.
白宮沒有派出一位具有特定觀點(diǎn)和一系列明確要求的人，而是派出六名貿(mào)易與經(jīng)濟(jì)官員，在如何處理中國問題方面，他們的觀點(diǎn)各不相同，在貿(mào)易戰(zhàn)是否可取這個(gè)問題上也有很大分歧。一些人提倡的目標(biāo)與美國企業(yè)界想要達(dá)成的目標(biāo)或中國準(zhǔn)備提供的東西并不一致，這令人們懷疑對(duì)話將產(chǎn)生多大成效，以及談判能否阻止全球兩個(gè)最大經(jīng)濟(jì)體陷入更深層次的沖突。
What unites the group is a view that China’s trade practices are unacceptable and that Washington will now call the shots.
代表團(tuán)成員都能認(rèn)同的是：中國的貿(mào)易行為是不可接受的，華盛頓現(xiàn)在要掌握主動(dòng)。
“The discussions will take place in Beijing, the decisions will take place in Washington,” said Peter Navarro, a top trade adviser and longtime China critic who is among those traveling to Beijing.
“討論會(huì)在北京進(jìn)行，而決定將在華盛頓做出，”高級(jí)貿(mào)易顧問，長(zhǎng)期批評(píng)中國的彼得·納瓦羅(Peter Navarro)說，他是前往北京的代表之一。
China experts have said the trip is very likely to be more of a listening session, in which administration officials will wait to hear what the Chinese will offer. But without agreement or a clear list of goals from the American side, the Chinese may try to mollify officials by meeting only the most modest of their trade demands. That could include agreeing to buy additional American products to lower the trade surplus with the United States, reviving old economic dialogues between the countries, or cracking open some domestic markets to foreign competition — but only those where Chinese companies are already securely dominant.
中國問題專家表示，此次出訪很可能更傾向于傾聽，政府官員會(huì)讓中方來說它能夠提供什么。但是，如果沒有協(xié)議或美方明確的目標(biāo)清單，中國人可能會(huì)試圖通過滿足最溫和的貿(mào)易要求來安撫這些官員。其中可能包括同意購買額外的美國產(chǎn)品，以降低對(duì)美國的貿(mào)易順差;恢復(fù)兩國之間舊有的經(jīng)濟(jì)對(duì)話;或是迅速開放一些國內(nèi)市場(chǎng)，迎接外國競(jìng)爭(zhēng)——但只開放那些中國企業(yè)已經(jīng)穩(wěn)固占據(jù)主導(dǎo)地位的市場(chǎng)。
In general, China appears set to take a hard line. Chinese officials said they would not agree to a $100 billion reduction in the trade deficit that the Trump administration has demanded. And they do not plan to engage on ambitious United States demands to curb an industrial plan known as Made in China 2025.
總的來說，中國似乎會(huì)采取強(qiáng)硬立場(chǎng)。中國官員表示，他們不會(huì)同意特朗普政府要求的貿(mào)易赤字減少1000億美元。而美國為遏制名為《中國制造2025》的工業(yè)計(jì)劃而提出的大范圍要求，他們也不打算討論。
The delegation also includes Robert Lighthizer, the United States trade representative, who, like Mr. Navarro, embraces a more combative approach to dealing with China than other advisers on the trip. Mr. Navarro and Mr. Lighthizer have been focused on China’s trade practices for decades, and insist the country must make more dramatic changes to even the playing field for American companies. They also appear willing to follow through with the tariffs President Trump has threatened, despite the pain it could inflict on many American businesses and workers, if they view it as necessary to increase their leverage with the Chinese.
代表團(tuán)中還包括美國貿(mào)易代表羅伯特·萊特希澤(Robert Lighthizer)，他和納瓦羅一樣，對(duì)中國采取比其他代表團(tuán)顧問更好斗的立場(chǎng)。幾十年來，納瓦羅和萊特希澤一直關(guān)注中國的貿(mào)易做法，并且堅(jiān)持認(rèn)為中國必須做出更大改變，為美國公司提供公平的競(jìng)爭(zhēng)環(huán)境。他們似乎也愿意執(zhí)行特朗普總統(tǒng)所威脅的關(guān)稅，如果他們認(rèn)定關(guān)稅是對(duì)中國人加壓的必要手段，那么就算給許多美國企業(yè)和工人帶來痛苦也在所不惜。
Other members of the delegation, including Treasury Secretary Steven Mnuchin and Larry Kudlow, who heads the National Economic Council, appear more inclined to strike deals that would accomplish the president’s goal of reducing the gap between what America imports from China and what it sells to the country, and thus head off the risk of an escalating trade war. Also going on the trip are Wilbur Ross, the commerce secretary, who has previously seemed receptive to striking deals; Everett Eissenstat, an experienced trade adviser; and Terry Branstad, the United States ambassador to China.
代表團(tuán)的其他成員還包括財(cái)政部長(zhǎng)史蒂文·努欽(Steven Mnuchin)和國家經(jīng)濟(jì)委員會(huì)(National Economic Council)主席拉里·庫德洛(Larry Kudlow)，他們似乎更傾向于達(dá)成協(xié)議，實(shí)現(xiàn)總統(tǒng)的目標(biāo)——縮小美中進(jìn)出口貿(mào)易的差距，從而避免貿(mào)易戰(zhàn)的升級(jí)。代表團(tuán)中還有商務(wù)部長(zhǎng)威爾伯·羅斯(Wilbur Ross)，此前他似乎更傾向于達(dá)成協(xié)議;此外還有經(jīng)驗(yàn)豐富的貿(mào)易顧問埃弗雷特·伊森史塔(Everett Eissenstat);以及美國駐華大使特里·布蘭斯塔德(Terry Branstad)。
Yukon Huang, a China scholar at the Carnegie Institute, called the group an “ideologically hybrid team” with competing views about what is really plaguing the U.S.-China relationship.
卡內(nèi)基研究院(Carnegie Institute)的中國問題學(xué)者黃育川(Yukon Huang)說這群人是一個(gè)“意識(shí)形態(tài)混雜的團(tuán)隊(duì)”，對(duì)于困擾美中關(guān)系的真正問題有著截然不同的觀點(diǎn)。
“It’s a mixture between two camps: one focused on trade issues, one focused on technology wars,” Mr. Huang said. “The reason it is such, and we don’t have a game plan, is the issues aren’t well understood.”
“這是兩個(gè)陣營的混合體：一個(gè)關(guān)注貿(mào)易問題，一個(gè)關(guān)注技術(shù)戰(zhàn)爭(zhēng)，”黃育川說。“之所以會(huì)這樣，并且缺乏整體的策略，是因?yàn)閱栴}沒有得到很好的理解。”
Among the concerns are a range of practices, including barriers to entry, subsidies and regulations that pressure American companies to hand over sensitive trade secrets, which China uses to make national champions of its homegrown firms. These tactics have enabled the Chinese to dominate global industries like steel, aluminum and solar panels, and American trade advisers say they are currently tipping the playing field for industries of the future, including semiconductors, robotics, cloud computing, electric vehicles and biotechnology.
他們關(guān)切的事項(xiàng)包括中國的一系列做法，比如設(shè)置準(zhǔn)入門檻;提供補(bǔ)貼;制訂規(guī)章，迫使美國企業(yè)交出敏感的商業(yè)機(jī)密，中國再利用這些機(jī)密打造本土領(lǐng)軍企業(yè)。這些策略幫助中國主導(dǎo)了鋼鐵、鋁和太陽能電池板等全球性產(chǎn)業(yè)。美國的貿(mào)易顧問們表示，他們目前正在顛覆半導(dǎo)體、機(jī)器人、云計(jì)算、電動(dòng)汽車和生物技術(shù)等未來產(chǎn)業(yè)的競(jìng)爭(zhēng)環(huán)境。
Speaking at the U.S. Chamber of Commerce in Washington on Tuesday, Mr. Lighthizer said that the United States had nearly a third of the world’s high-tech business, followed by China, and that China’s trade practices were imperiling the economic future of the United States.
萊特希澤周二在華盛頓的美國商會(huì)(U.S. Chamber of Commerce)發(fā)表講話時(shí)表示，美國擁有全球近三分之一的高科技企業(yè)，中國名列第二，中國的貿(mào)易行為正在危及美國的經(jīng)濟(jì)未來。
“I’m always hoping but not always hopeful,” Mr. Lighthizer said about the prospect of success from the talks.
“我一直在希望，但并不總是滿懷希望，”萊特希澤在談到談判是否會(huì)取得成功時(shí)表示。
Many American industry leaders support Mr. Lighthizer’s efforts to expand access to Chinese sectors that are restricted to American companies and protect American intellectual property from theft and coercion — longstanding complaints of American business leaders about China’s tactics. But they are wary of the administration’s approach to resolving longstanding problems.
美國的很多行業(yè)領(lǐng)袖都支持萊特希澤在擴(kuò)大中國行業(yè)準(zhǔn)入方面的努力(那些行業(yè)原本限制美國企業(yè)進(jìn)入)，以及保護(hù)美國的知識(shí)產(chǎn)權(quán)免受盜竊和脅迫。長(zhǎng)期以來，美國的商界領(lǐng)袖一直在抱怨中國的這些策略。但他們對(duì)特朗普政府解決這些老問題的方式感到擔(dān)憂。
Some business leaders fear that the Trump administration may simply accept Chinese offers to lower the trade surplus by buying more American goods and open up segments of the economy that are already mature, like financial services, electronic payments or the auto sector. On the other hand, they worry about the economic damage from a trade war if the anti-China wing of the delegation wins the internal debate and follows through with its threats.
一些商界領(lǐng)袖擔(dān)心，特朗普政府可能會(huì)接受中國的提議，那就是，通過購買更多的美國商品減少貿(mào)易順差，開放已經(jīng)成熟的經(jīng)濟(jì)領(lǐng)域，比如金融服務(wù)、電子支付或汽車行業(yè)。另一方面，他們擔(dān)心，如果代表團(tuán)中的反華勢(shì)力贏得了內(nèi)部辯論，將威脅付諸實(shí)施，那么會(huì)導(dǎo)致貿(mào)易戰(zhàn)，造成經(jīng)濟(jì)損失。
Thomas J. Donohue, the president of the U.S. Chamber of Commerce, said Tuesday that there were “serious, growing and legitimate challenges” about Chinese practices, but he also cautioned against the effect of a tit-for-tat tariff war.
美國商會(huì)會(huì)長(zhǎng)托馬斯·J·多諾霍(Thomas J. Donohue)周二表示，對(duì)于中國的做法存在“嚴(yán)重的、日益增強(qiáng)的、合情合理的挑戰(zhàn)”，但他也警告，針鋒相對(duì)的關(guān)稅戰(zhàn)會(huì)帶來不利后果。
“We are deeply concerned that the proposed tariffs list and escalating tariff threats from the administration will not effectively advance our shared goal of changing these harmful Chinese practices,” he said.
“我們深感關(guān)切的是，政府提出的關(guān)稅清單和不斷升級(jí)的關(guān)稅威脅，無法有效推進(jìn)我們改變中國這些有害做法的共同目標(biāo)，”他說。
Analysts continue to warn of potential risks to economic growth in the United States if administration officials cannot negotiate a quick resolution with the Chinese, and the tariffs go into effect. Analysts at Goldman Sachs said in a research note this week that new investment restrictions on China, which the administration plans to outline soon, could also rattle investors.
分析人士繼續(xù)警告，如果美國政府官員不能與中國協(xié)商達(dá)成快速解決方案，導(dǎo)致關(guān)稅生效，那么可能會(huì)給美國的經(jīng)濟(jì)增長(zhǎng)帶來潛在風(fēng)險(xiǎn)。高盛公司(Goldman Sachs)的分析師本周在一份研究報(bào)告中表示，政府計(jì)劃很快出臺(tái)的對(duì)中國的新投資限制，也令投資者感到不安。
“Some additional market-disruptive policy moves regarding U.S.-China trade seem likely,” Goldman’s Alec Phillips wrote in the research note, which downplayed the odds of success in this week’s talks. “We believe a substantial breakthrough at this meeting is unlikely as the issues the U.S. has raised — intellectual property policies, technology transfer, and the ‘Made in China 2025’ strategy, in particular — are not the type of technical trade issues that can be resolved quickly.”
“在美中貿(mào)易方面，似乎有可能出現(xiàn)更多破壞市場(chǎng)的政策舉措，”高盛的亞歷克·菲利普斯(Alec Phillips)在這份研究報(bào)告中寫道。這份報(bào)告認(rèn)為本周談判成功的幾率不高。“我們認(rèn)為，此次會(huì)議不太可能取得實(shí)質(zhì)性突破，因?yàn)槊绹岢龅膯栴}——知識(shí)產(chǎn)權(quán)政策、技術(shù)轉(zhuǎn)讓，尤其是《中國制造2025》戰(zhàn)略——不是那種能夠迅速解決的技術(shù)性貿(mào)易問題。”
The National Association of Manufacturers, one of the most influential business lobbying groups in Washington, has been pressing Mr. Trump and his economic team to open negotiations with the Chinese on a free-trade agreement, an ambitious move that many trade experts doubt would bear fruit, given the past struggles of American negotiators who have tried to secure far more limited agreements with China.
華盛頓最具影響力的商業(yè)游說團(tuán)體全國制造商協(xié)會(huì)(National Association of Manufacturers)一直在敦促特朗普和他的經(jīng)濟(jì)團(tuán)隊(duì)與中國就自由貿(mào)易協(xié)定展開談判。很多貿(mào)易專家認(rèn)為，這個(gè)雄心勃勃的舉措不會(huì)取得成果，因?yàn)槊绹勁姓咴?jīng)試圖與中國達(dá)成更有限的協(xié)議，但遇到了重重困難。
Jay Timmons, the president of the manufacturers’ group, urged Mr. Trump in a letter this year to “consider pursuing a truly modern, innovative and comprehensive bilateral trade agreement with China that wholly restructures our economic relationship.” The group’s vice president for international economic affairs, Linda Menghetti Dempsey, told a congressional subcommittee in April that such an effort would be “at once both a radical idea and, in our estimation, the most pragmatic and effective way forward” on trade with China.
該制造商團(tuán)體的主席杰伊·蒂蒙斯(Jay Timmons)在今年的一封信中，敦促特朗普“考慮與中國達(dá)成一項(xiàng)真正現(xiàn)代、創(chuàng)新和全面的雙邊貿(mào)易協(xié)定，徹底重建兩國的經(jīng)濟(jì)關(guān)系”。該團(tuán)體負(fù)責(zé)國際經(jīng)濟(jì)事務(wù)的副主席琳達(dá)·門蓋蒂·登普西(Linda Menghetti Dempsey)4月對(duì)一個(gè)國會(huì)小組委員會(huì)表示，這樣的努力“是一個(gè)激進(jìn)的想法，但在我們看來，它也是”在與中國做生意方面“最務(wù)實(shí)、最有效的方式”。
The Obama administration attempted to negotiate a more limited agreement with China, a bilateral investment treaty, but could not finalize the deal before Mr. Trump took office. His team has not yet revived the talks.
奧巴馬政府曾經(jīng)試圖與中國達(dá)成更有限的協(xié)議——一項(xiàng)雙邊投資協(xié)定——但未能在特朗普上臺(tái)之前敲定。他的團(tuán)隊(duì)還沒有恢復(fù)談判。
Manufacturers have discussed the plan directly with Mr. Kudlow and with Vice President Mike Pence. Proponents say they believe the idea could appeal to Mr. Trump’s preference for bilateral trade agreements and his confidence in his negotiation skills.
制造商們與庫德洛及副總統(tǒng)邁克·彭斯(Mike Pence)直接討論過該計(jì)劃。支持者們表示，他們認(rèn)為，這個(gè)想法可能符合特朗普對(duì)雙邊貿(mào)易協(xié)定的偏愛以及他對(duì)自己談判技巧的信心。
However, White House officials have given no public indication that they are considering such a negotiation. Mr. Lighthizer, Mr. Navarro and other proponents of a harder line against China have argued that the Chinese tend to use such dialogues as a delaying tactic, and that past trade negotiations with them have not been productive.
不過，白宮官員沒有公開表示他們正在考慮這樣的談判。萊特希澤和納瓦羅等主張對(duì)中國采取強(qiáng)硬措施的人士認(rèn)為，中國往往將此類對(duì)話用作拖延戰(zhàn)術(shù)，過去與中國的貿(mào)易談判一直沒有成效。
