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離開中國也一樣?澳鷹派政客扔出脫鉤“宣戰書”,專家反駁:無知 – 有海水的地方就有中國人

離開中國也一樣?澳鷹派政客扔出脫鉤“宣戰書”,專家反駁:無知

離開中國也一樣?澳鷹派政客扔出脫鉤“宣戰書”,專家反駁:無知
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近段时间,各国的二季度经济数据相继出炉,有喜有忧。近一年来,一直处于贸易争端中的澳大利亚,同比去年实现了9.6%的GDP增长。而看到经济数据不错,澳洲政客又蠢蠢欲动了。近日,澳洲国库部长弗莱登伯格发表了演讲,宣称中国对澳大利亚的经济影响低于预期,甚至直接下达了脱钩“宣战书”。

当地时间9月6日,弗莱登伯格在澳洲国立大学发表演讲,对澳大利亚的“经济韧性”提出了赞扬。在截至6月份的三个月中,澳洲对华出口减少了54亿澳元,但对其他市场的出口增加了44亿澳元,差别很小。

部长认为,澳大利亚的经济并不脆弱,而中国并没有澳洲人想象得那么重要。他敦促澳大利亚尽快为中澳关系的持续紧张做准备,采取一种名为“中国+”的多元化市场策略,减少对中国的依赖。

紧接着,部长又提到所谓的“经济胁迫”。认为中国现在是全球130个国家的最大贸易伙伴,中国的强势崛起、自信和一体化令澳洲人不安。澳洲正在被中国的经济和发展成就所“定义”。澳洲感觉到了“政治压力”。

弗赖登伯格的演讲,是近期澳官员有关中国政策“最直接”的演讲。弗莱登伯格部长实际上是澳洲政府的首席经济学家,也是所谓的“鹰派部长”。作为专业人士,部长狠话说尽,看似是对澳大利亚经济底气十足,但实际上,澳洲经济已经亮起红灯。

从去年开始,中国就对澳大利亚的挑衅行为作出回应。因此澳洲产的葡萄酒、海鲜、大麦等产品从去年开始遭到了中国的反制,效果立竿见影。从去年到今年,澳洲不少行业遭受打击,导致供应商怨言不断,这都是看得见的。

虽然第二季度澳洲经济增长看上去不错,接近10%的增长。但是不要忘记,这是在去年同期严格封锁经济一潭死水的基础上得出的数字,毫无参考价值。实际上,专家们对澳洲经济萧条的预期依然没有改变。

近日澳洲工党议员查莫斯表示,今年第二季度的增长,是在悉尼和墨尔本两大城市封锁之前统计的,可想而知接下来的第三季度会多么惨。分析人士预计,澳大利亚第三季度的GDP由下降2.75%变为预期下跌4.25%,可以说是相当悲观了。

出口减少,特别是对华出口乏力正成为澳大利亚的一大困扰。虽然目前的出口额没有过大的落差,但因为今年的大宗商品价格非常高,即便出口量不高,也能实现较大的出口金额。然而大宗商品价格绝非某些个国家可以完全操弄,澳大利亚想要保持目前的出口增长,还想要脱钩,只能祈祷明年大宗商品的价格不要出现波动。

而今年下半年以来,一直被认为是澳大利亚经济压舱石的铁矿石价格暴跌,为澳大利亚敲响了警钟。铁矿石的价格从最高峰的233美元一吨,降至130美元,短短几个月已经跌去了40%。

目前中国已经实行了两个月的钢铁限产,已经不再需要那么多铁矿石。而铁矿石的价格还在一路下坠,预计到明年三月底时,价格将回落到每吨55美元。

中国市场无可替代。澳洲经济的黄金十年本身就与中国息息相关,澳洲作为一个售卖农产品和初级资源商品的发达国家,不仅在中国经济腾飞中享受了红利,还得以在金融危机中幸存。而在目前疫情笼罩的世界中,除了中国这个火车头,谁还能带动澳洲呢?

专家表示澳洲部长的言论是对中澳关系的严重误判,除了情绪煽动完全没有任何理性的地方,是无知和疯狂的。这些人的主张已经严重脱离澳洲民众和商界的利益。

如今,澳洲需要思考的不是如何寻找新市场或者叫嚣脱钩,而是怎样跟中国合作,重回中国市场。虽然澳洲政府一味跟着美国走,但识时务者为俊杰,目前的美国自身难保,如果澳洲人还在执迷不悟,不愿意回归理性对华政策中,那就必然会承担无知与疯狂的代价。

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