中文摘要：

支撑中国启动第二波经济全球化的主要因素是内需尤其是消费率水平。“消费消失”是一个不真实的命题，是一个统计现象。高房价的支出压力是阻碍中国消费需求扩大的主要因素。扩大内需与参与经济全球化的行动并不冲突，它是经济全球化转型升级的一种高级形式和发展阶段。“全球价值链”（GVC）转向“国内价值链”（NVC），进而逐步转向加入“全球创新链”（GIC），这种发展战略之间的转换和衔接，需要宏观层面为其提供实现的环境，需要微观层面在转换价值链的同时，也实现自身的功能升级，需要中国本土企业抓住世界金融危机的千载难逢的黄金机遇，大力吸收国内外高级要素，逐步成为具有“创新环节全球分工、创新资源全球配置、创新能力全球协调、创新核心以我为主”等特征的全球创新链体系中的重要一员。第一波经济全球化战略偏重于增长和开放，而第二波全球化战略却需要以彻底的结构性改革为前提来支持增长和发展，尤其是加速启动民生导向性的制度改革。为此新一轮的开放局面需要形成全球化城市、全球化产业、全球化企业和全球化人才等支撑要素。

英文摘要：

This paper finds that domestic demand, especially consumption rate is the main factor that supports the second wave of China＇ s economic globalization. The ＂Disappearance mystery of Consumption in China＂ issue is not a true statement or statistical phenomenon. High cost of housing is the main factor that hampers China＇s expanding consumer demand. There is no conflict between expanding domestic demand and participation in the economic globalization, which is an advanced form and a necessary upgrading stage of economic transition. The first wave of economic globalization strategy focuses on growth and opening, while the second wave of globalization strategy need complete structural reform, especially institutional reform of people＇s livelihoods, to support future growth and development. Therefore, the new prospect of opening requires globalized city, globalized industry, globalized enterprises and globalized talents as supporting elements.