
【原文】摘錄自4月14日香港《文匯報》:美國總統特朗普發動關稅戰,給全球經濟發展帶來嚴峻挑戰。香港應在新的形勢下,基於自由港的定位進一步發揮自身優勢,配合國家的發展需求,才能在這場中美關稅貿易戰中突圍。
面對關稅戰壓力,中國堅定推進高水平對外開放,消費升級動能強勁,香港保持自由港地位,營商環境優良,對海外企業吸引力有增無減,有利鞏固香港的競爭優勢。香港和國家攜手維護多邊主義、自由貿易的國際經貿秩序,為全球經濟發展提供穩定支撐,定能在關稅戰立於不敗之地,收穫更大的發展機遇。
香港長期被評為全球最自由的經濟體和最具競爭力的地區之一,擁有法治化、國際化、市場化的營商環境。受惠於這些獨特優勢,香港近年「搶企業」效果顯著。目前已有84間重點企業落戶香港,預料帶來500億港元的投資和超過2萬個就業崗位。
相關企業多為龍頭型企業,體量較大、科技含量較高,創造優質就業職位,不僅有助於香港打造人才高地,也有助於鞏固香港國際金融、創科中心的地位。
特朗普政府發動關稅戰,中國是重點打擊目標,香港也受到波及,市場有聲音擔憂香港優勢不再、前景堪虞。
事實上,關稅戰重創金融市場、衝擊全球產業鏈,對於香港而言是危中有機。香港擁有自由港、與國際接軌的優勢,正好成為企業應對關稅戰的「避風港」。
在世界大變局中,特別是在美國大幅徵收關稅後,香港維持自由港地位,是在當前國際形勢下顯現出新的優勢,除了能吸引內地企業來香港,過去歐洲企業對於進入中國內地市場或許有所保留,但隨着地緣政治的變化,許多歐洲公司正考慮或有意在香港建立業務,而香港更成為進入內地市場的一個重要據點,個別企業更考慮將研發中心及製造中心設在香港,以降低因美國關稅政策帶來的成本壓力。
特朗普關稅政策朝令夕改,充分證明以關稅威脅迫使製造業回流美國不切實際。
分析指,如果強行要在美國「複製」智能手機等電子產品的生產線和供應鏈,花費的時間和金錢成本難以估算。全球產業鏈並非一朝一夕形成,不可能通過關稅戰就能遷移。關稅戰只會造成巨大不確定性——企業推遲投資,消費者縮減開支,全球經濟陷入觀望狀態,經濟衰退風險大增。
全球經貿合作離不開穩定的國際環境,只有多邊主義才能帶來持久的繁榮發展。國家副主席韓正4月13日在海南海口出席第五屆中國國際消費品博覽會、「購在中國」系列活動啟動儀式。
啟動儀式開始前,韓正前往海南國際會展中心展覽廳巡館,與參展企業負責人互動交流。韓正表示,上個月,習近平主席在北京會見國際工商界代表時強調,中國正在推進高水平對外開放,開放的大門只會越開越大。中國有14億多人口,市場空間廣闊,消費升級動能強勁。歡迎各國企業來華投資興業,用好消博會平台擴大品牌影響力,深化經貿合作往來,實現互利共贏。
國家堅持推動更公平和普惠包容的經濟全球化和自由貿易,為香港應對關稅戰注入最大底氣。香港扮演好「超級聯繫人」角色,助力國家構建更開放包容的國際經濟新秩序,有力抵消關稅戰衝擊,互利共贏之路將愈走愈寬。
Leveraging Free Port Advantages to Turn Crisis into Opportunity
【譯文】The tariff war initiated by US President Donald Trump poses severe challenges to global economic development. In this new landscape, Hong Kong can only break through in the US—China tariff war if it capitalises on its free port status to further harness its strengths and aligns with national development needs.
Amid the pressures of the tariff war, China remains committed to advancing high-level openness, with robust momentum in consumption upgrades. Hong Kong's retention of its free port status, coupled with an excellent business environment, continues to attract overseas enterprises, reinforcing its competitive edge. By joining hands with the nation to uphold multilateralism and the international economic order of free trade, Hong Kong can provide stable support for global economic growth, ensuring it remains resilient in the tariff war and seizes greater development opportunities.
Hong Kong has long been recognised as one of the world's freest economies and most competitive regions, boasting a rule-based, internationalised, and market-oriented business environment. Benefiting from these unique advantages, Hong Kong has achieved significant success in "competing for enterprises" in recent years. To date, 84 key companies have established a presence in Hong Kong, expected to bring HK$50 billion in investment and over 20,000 jobs.
These companies are often industry leaders, large in scale and high in technological content, creating quality employment opportunities. This not only helps Hong Kong build a talent hub but also strengthens its position as an international centre of finance and technology innovation.
China is the main target of the Trump administration's tariff war, and Hong Kong has also been affected. Some voices in the market express concerns that Hong Kong's advantages are diminishing and its prospects uncertain.
However, while the tariff war has battered financial markets and disrupted global supply chains, it presents both challenges and opportunities for Hong Kong. Hong Kong, with its advantages of being a free port and having global connectivity, has become a "safe haven" for enterprises to cope with the tariff war.
In a time of global upheaval, particularly following US's imposition of substantial tariffs, Hong Kong's free port status has emerged as a new advantage. Beyond attracting mainland Chinese companies, European firms, which may have some reservations about entering the mainland China market previously, are now considering or planning to establish operations in Hong Kong due to shifting geopolitical dynamics. Hong Kong has become a key entry point to the mainland market. Some companies are even considering setting up R&D and manufacturing centres in Hong Kong to mitigate cost pressures from US tariff policies.
Trump's erratic tariff policies have demonstrated that it is impractical to use the threat of tariffs to force manufacturing industries to return to the US. Analysis suggests that "replicating" production lines and supply chains for electronic products like smartphones in the US would incur incalculable time and financial costs. Global industrial chains, built over decades, cannot be relocated through a tariff war. The tariff war only creates significant uncertainty — businesses delay investments, consumers cut spending, the global economy enters a state of caution, and the risk of recession increases dramatically.
Global trade cooperation relies on a stable international environment, and only multilateralism can deliver sustained prosperity. On 13 April, Chinese Vice President Han Zheng attended the opening ceremony of the fifth China International Consumer Goods Expo and the "Shop in China" series of events in Haikou, Hainan. Before the opening ceremony, Han toured the exhibition hall at the Hainan International Convention and Exhibition Centre and interacted with the persons-in-charge of the participating enterprises. Han stated that, last month, President Xi Jinping, while meeting international business leaders in Beijing, emphasised that China is advancing high-level openness, and its doors will only open wider. With a population of over 1.4 billion, China offers vast market potential and strong momentum in consumption upgrades. Han welcomed global companies to invest in China, leverage the expo platform to expand brand influence, deepen economic and trade cooperation, and achieve mutual benefits and win-win outcomes.
China's commitment to promoting fairer, more inclusive economic globalisation and free trade provides Hong Kong with the greatest confidence in addressing the tariff war. By playing its role as a "super connector," Hong Kong can support the nation in building a more open and inclusive international economic order, effectively countering the impact of the tariff war and paving an ever-wider path toward shared prosperity.
●Tiffany
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