Within the dual-circulation new development pattern,strengthening the resilience of exports is key to maintaining the stability of international circulation and deepening the level of opening up.The internal revolution in information technology and green energy transition,combined with external trade frictions and the impact of the COVID-19 pandemic,is driving a deep restructuring of global industrial chains.Traditional economic development paths and international competitive landscapes are being rewritten.Against this backdrop,China's export trade faces numerous challenges:trade protectionism leads to short-term"rush to export"fluctuations and long-term growth suppression;geopolitical risks increase the uncertainty of export layouts;the"bullwhip effect"of supply chains and the outward migration of traditional advantage industries create dual pressures on the supply chain;and there are multiple realistic development bottlenecks during the explosive window period for emerging formats.Global supply chains present new features in vertical production,such as multidimensional factors,short-chain and multi-chain structures,and service upgrades.Horizontally,there is a new situation of normalized sanctions,complex game-play,and strategic competition.Export resilience refers to the ability of economic entities to resist external risks and promote recovery and growth in export activities.It is not only a key lever for responding to the current restructuring of global industrial chains,but its construction logic is also influenced by the new characteristics of global industrial chain restructuring.From the perspective of parallel tracks of internal competitive advantages enhancement and external market diversification,China needs to optimize domestically and expand externally,grasping the new orientation for shaping export resilience:Internally,traditional competitive advantages built from factor endowments,professional division,and experience accumulation only form the foundation for development.Currently,emphasis should be placed on strengthening factor collaboration and precise supply-demand matching,relying on platform empowerment to reshape competitive advantages.Externally,given the predicament faced by multilateralism,institutional governance leading to international issues,and increasing digital-green disparity among economies,efforts should be directed towards tapping into the potential of local markets,deepening mutually beneficial relations in multiple fields,seizing early opportunities in emerging industries,and achieving diversified layouts.Finally,to build China's export trade resilience system,drive high-quality economic development,and adapt to the new normal of global industrial chain restructuring,there are a number of practical pathways.First,we should promote the construction of a nationwide unified large market,form a domestic industry gradient transfer ecosystem,deepen the scale application of innovation chains,and drive consumption creation and upgrading to optimize the efficiency of domestic circulation.Second,we should rely on foreign trade agreements,focus on international issues,and deepen multilateral full-industry chain collaboration to enhance participation in international circulation governance and improve the level of institutional openness.Third,we should develop a modern industrial system based on new quality productive forces,deepen the integration of computing power and green electricity,and deploy emerging industries globally to expand effective market growth space.Fourth,we should construct cross-border e-commerce,logistics,and risk warning platforms,explore anti-sanction strategies,strengthen cross-border payment with digital RMB,and improve commodity pricing strategies to demonstrate the institutional advantages of an active government.
Global industrial chain restructuringExport resilienceDigital economyGreen economy