中国第一波以出口导向为特征的经济全球化红利已经透支。在扩大内需条件下实施深度全球化战略是第二波全球化的主要议题。如果说第一波全球化的内核可以概括为“利用别国的市场用足本国的低端生产要素”,那么第二波全球化的特征则主要表现为“利用本国的市场用足国外的创新要素,加速发展本国的创新经济”。抓住第二波经济全球化所带来的机遇,既是中国经济与世界经济再平衡的需要,也是为了消除在世界经济下行趋势下我国产能过剩的困境,更是为了利用世界金融危机给中国带来的机遇,通过国内市场的吸引力加速引进高级生产要素,大力发展中国的创新经济。据此我们提出了一系列相关的政策建议。
The core of first wave of globalization in China can be summarized as “making use of other countries' markets and low-end production factors”. However, the dividend from the first wave of globalization has been overdrawn. To be involved in the second wave of globalization, China needs further the globalized economy based on the domestic demand. The core of the second wave of globalization can be summarized as “making use of home country and the high-end production factors, espe- cially the innovation factors”. The purpose of catching up the second globalization wave is to rebalanee China and the world and to avoid the overcapacity. The author thereby makes some proposals in this regard.