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澳大利亞已成過去式,對華出口跌至谷底,非洲和南美成最大贏家 – 有海水的地方就有中國人

澳大利亞已成過去式,對華出口跌至谷底,非洲和南美成最大贏家

澳大利亞已成過去式,對華出口跌至谷底,非洲和南美成最大贏家
2,641

恐怕莫里森到現在都想不通,為什麼美國和英國可以對華強硬,而澳大利亞卻成為輸得最慘的那一個?

澳大利亞已成過去式,對華出口跌至谷底,非洲和南美成最大贏家

在長期,多次主動對華發起挑釁性言行之後,莫里斯政府遭到了有史以來最為沉重的經濟,政治的雙重打擊,僅從經貿領域來看,澳大利亞這次輸得只剩下一個底褲,連歐洲盟友和近旁的紐西蘭都好言相勸,建議莫里斯和澳大利亞政府對中國多一些尊重,少一點胡說八道。

可是莫里斯並未聽進去,那麼既然如此,中國在全球尋找替代澳大利亞商品的動作就繼續加深,加快,非洲和南美國家因此而受益,無意間成為了最大贏家。

澳大利亞已成過去式,對華出口跌至谷底,非洲和南美成最大贏家

2020年,澳洲葡萄酒逐漸從中國市場上銷聲匿跡,取而代之的是南非葡萄酒產品。由於地理緯度的優越性,南非葡萄酒不但價格更合適,而且品質也非常好。

從公開數據上看,過去3個月,南非葡萄酒對中國的出口躍升了50%,從過去的一年3到4個貨櫃,提升到15到20個貨櫃,這種變化令南非看到了經濟復甦的希望和曙光,也再次證明了一個觀點,那就是中國離開澳洲的紅酒,龍蝦等產品,可以隨時從其他國家尋找到替代品,可是澳大利亞離開中國市場,只剩下死路一條。

澳大利亞已成過去式,對華出口跌至谷底,非洲和南美成最大贏家

其實不光是葡萄酒和龍蝦這類日常消費品,澳大利亞的大麥,煤炭,銅及鋁等工業原料的下降比例也十分巨大。

在鋁、銅和煤等資源上,中國同樣轉向非洲和南美地區。2020年第四季度,澳大利亞對中國的鋁材進口量下降了22%,而從幾內亞的鋁材進口量猛增了70%。

就連澳大利亞認為不可取代的鐵礦石出口地位,也正在遭受來自巴西和俄羅斯的挑戰。只不過因為疫情的關係,巴西暫時降低了鐵礦石出口數量,導致澳大利亞方面趁機坐地起價,在日本和美國資本的助力下,拉高鐵礦石出口價格。

澳大利亞已成過去式,對華出口跌至谷底,非洲和南美成最大贏家

但這僅僅是暫時,而且就算澳洲鐵礦石價格翻一番,也無法彌補其他澳洲商品失去中國市場而遭受的損失,更何況,除了商品,中國還對赴澳旅遊,留學進行了政策性限制,這筆損失初步估計每年達到數百億美元之巨,再加上農產品每年損失的280億美元,除非澳大利亞把鐵礦石價格翻兩番才能完全彌補,但是那樣一來,澳大利亞失去的可就不止是中國市場,而是全球鐵礦石市場。再者,澳大利亞隨意給鐵礦石漲價,導致中國出口的鋼鐵建材製品的價格也出現上漲,令歐美建築企業叫苦不迭,所以,吃虧的最終還是終端用戶,這其中也包括美日澳三國。

有趣的是,當澳大利亞出口商品被中國「拉黑」後,一直極力慫恿莫里森和澳大利亞政府採取強硬措施的美國,卻第一個跳出來爭奪擠占澳大利亞商品的對華出口份額,絲毫不顧及盟友情義和感受。澳大利亞這種就是典型的被人賣了還幫別人數錢的貨色。

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