全球化变革下的中国对外自然资源流动及其关键研究问题

应对全球化变革及其不确定性,认识中国对外自然资源流动的特征与问题,是保障国家资源安全的基础,对实现高质量、可持续发展有重要意义。对应国际劳动分工从产业间贸易、产业内贸易到全球价值链的不同阶段,理解中国对外自然资源流动有不同的理论视角。现有研究主要关注自然资源以原始形态和制成品中的隐含形态在国家之间的流动,讨论了中国对外自然资源流动在供给与需求、利用强度与效率、资源禀赋与流向,以及全局与局部影响之间的矛盾。未来研究仍面临理论和现实的挑战。在理论方面,适应全球价值链分工发展,引入全球生产网络理论探讨企业间互动关系如何塑造自然资源流动路径,能更好地适应中国从“引进来”向“走出去”的转变,以及当下自然资源综合治理的研究需求。在现实方面,应对日益增强的不确定性,亟需深化对自然资源流动网络韧性,以及“双循环”互促关系的认识。

A review of China's natural resource flows in response to the evolution of globalization

In response to the changing globalization process and its uncertainty, we should get a better understanding of China's exchanges of natural resources with the world, which lays the foundation of national resource security and promotes sustainable development. The international division of labor has experienced development from inter-industrial trade, intra-industrial trade, to global value chains. These phases offer quite different insights into the natural resource flows of China. Recent advances primarily focus on the direct exchanges of natural resources between nations as well as the indirect flows of resources embodied in trading goods. The literature demonstrates four mismatches of China's natural resource flows: the mismatch between steady ramping demand and highly concentrated supply, between high intensity and low efficiency of resource utilization, between endowment differences and flow directions of resources, and between global improvement and local deterioration. Future efforts should be made to extend the theoretical perspective and respond to the rising uncertainties. Regarding the extension of theoretical perspectives, the introduction of global production network theory provides a holistic framework to investigate how firm linkages shape the routes of resource flows. Such an investigation represents the changing strategy of China's globalization from bringing-in to going-global. It can also contribute to the emerging research agenda of natural resource governance in China. In response to the rising uncertainties of globalization, we should deepen the understanding of the resilience of the network of natural resource flows and the dual circulation development pattern of natural resources.