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本文在农业贸易策略分析中引入“时空贴现率”概念,对中美与日美农业贸易进行比较,探讨敏感性农产品在外部压力下所呈现的政策差异及其深层结构性根源。研究发现,中日两国在农业贸易中的反应模式存在显著差异:日本作为典型海岛型国家,资源有限、外部依赖度高,在牛肉等敏感性农产品上表现出高度敏感的政策取向和短期应对特征;相比之下,中国作为大陆型国家,拥有较强的产业链冗余度与政策回旋空间,即使在中美贸易摩擦背景下,大豆进口结构受到扰动,国内市场仍能通过结构调整有效吸收冲击,展现出更强的长期主义与供应链韧性。研究表明,农业贸易已成为观察国家治理逻辑的重要窗口,本文提出的分析框架亦对能源安全、粮食储备和供应链重构等其他战略领域具有参考价值。
Abstract:This paper introduces the concept of "spatio-temporal discounting" into the analysis of agricultural trade strategies and compares the agricultural trade patterns of China-US and Japan-US relations.It examines the policy divergence exhibited by major agricultural importers when dealing with sensitive commodities under external pressure and identifies their deeper structural roots.The findings reveal notable contrasts in the response patterns of China and Japan:as a typical island-type country,Japan faces severe resource constraints and high external dependence,leading to highly sensitive and short-term policy reactions in markets such as beef.In contrast,China,as a continental-type country,possesses substantial industrial redundancy and policy flexibility.Even amid China-US trade frictions,disruptions to soybean import structures were largely absorbed through domestic adjustments,demonstrating stronger long-term orientation and supply chain resilience.The study argues that agricultural trade has become an important lens for observing national governance logics.The analytical framework proposed here also offers insights for other strategic domains,including energy security,grain reserves,and supply chain restructuring.
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(1)为简化问题,便于理解,以下“大陆国家”指代资源禀赋、产能条件等相对更为富集的国家,如中国等国家;而“海岛国家”指代资源条件相对薄弱的国家,如日本等国家。
(2)资料来源:https://www.nippon.com/en/japan-data/h02580/。
(3)资料来源:https://www.usdajapan.org/usjta/。
(4)由于美国疯牛病(BSE)危机导致日本对美国牛肉实施了长时间的进口限制,并且限制是逐步放宽的,本文在模型中对BSE虚拟变量进行了以下技术处理:完全冲击期(如2003—2005年),BSE变量赋值为1,代表进口受到最严格的限制;逐步放宽期(如2006—2012年),BSE变量赋值为0.5,代表进口限制开始放松但尚未完全恢复正常;非影响期,BSE变量赋值为0。
(5)e0.1384-1=14.85%。
(6)2018—2020年,肉类产量下降主要是因为非洲猪瘟疫情导致的生猪养殖产能退坡。
基本信息:
DOI:10.13856/j.cn11-1097/s.2026.03.001
中图分类号:F323.7;F752.7;F753.13
引用信息:
[1]胡冰川.中国与日本农业进口政策的比较研究——基于中美、日美贸易关系的分析[J].世界农业,2026,No.563(03):3-13.DOI:10.13856/j.cn11-1097/s.2026.03.001.
基金信息:
中国社会科学院与日本学术振兴会共同资助项目“人口流出背景下中日乡村建设比较研究”
2026-03-10
2026-03-10