财经智库2024,Vol.9Issue(3) :5-26.

"十五五"时期我国面临的国际形势和趋势展望

The International Situation and Trend Outlook of China in the Period of the Fifteenth Five-Year Plan

卢伟 聂新伟
财经智库2024,Vol.9Issue(3) :5-26.

"十五五"时期我国面临的国际形势和趋势展望

The International Situation and Trend Outlook of China in the Period of the Fifteenth Five-Year Plan

卢伟 1聂新伟1
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作者信息

  • 1. 中国宏观经济研究院国土开发与地区经济研究所 北京市西城区木樨地北里甲11号 100038
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摘要

"十五五"时期是我国经济迈向高质量发展的蓄势攻坚期,是我国基本实现社会主义现代化的承前启后期,是我国突破围堵全面提升国际竞争力的战略转折期.受劳动力供给增长放缓和全要素生产率增长减速等因素影响,全球经济增速继续放缓,公共债务率继续攀升,而我国将成为全球经济增长的最大贡献者.全球人口增长集中在非洲和南亚地区,东亚和东南亚地区老年人口占比增长最快.中美博弈进入最激烈最关键阶段,美国和欧盟持续推动对华"去风险",俄乌冲突局势走向成为影响全球地缘格局的最重要变量.全球"垂直一体化"生产模式回归,产业链供应链区域化特征更为明显.全球贸易增速放缓,服务贸易将成全球贸易增长的主动力.化石能源供求深度调整,全球能源和关键矿产资源格局加快重塑.数字化智能化转型加快,数字技术迭代创新推动全球经济社会秩序重塑.

Abstract

The"15th Five-Year Plan"period represents a critical juncture for China's economy as it transitions towards high-quality development,a transitional phase for achieving basic socialist modernization,and a strategic turning point for breaking through containment and enhancing international competitiveness comprehensively.Factors such as the slowing growth of labor supply and the deceleration of total factor productivity have contributed to a continued slowdown in global economic growth,alongside a rising public debt ratio.Despite these global trends,China is poised to become the largest contributor to global economic growth.Population growth is concentrated in Africa and South Asia,while East and Southeast Asia experience the fastest growth in the elderly population.The strategic rivalry between China and the United States has entered a particularly intense and critical phase,with the United States and the European Union continuing to push for"de-risking"measures against China.The situation in the Russia-Ukraine conflict remains a significant variable influencing the global geopolitical landscape.The global"vertical integration"production model is making a comeback,and the regionalization of industrial chains and supply chains is becoming more pronounced.Global trade growth is slowing down,with service trade expected to become the primary driver of global trade expansion.Fossil energy supply and demand are undergoing profound adjustments,and the global energy and critical mineral resource landscape is being reshaped at an accelerated pace.The acceleration of digital and intelligent transformations,driven by the iterative innovation of digital technologies,is reshaping the global economic and social order.

关键词

全球经济/中美中欧关系/产业链供应链/服务贸易/人工智能

Key words

Global Economy/U.S.-China Relations and EU-China Relations/Global Industrial and Supply Chains/Service Trade/Artificial Intelligence

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出版年

2024
财经智库

财经智库

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