Page 22 - CCFA Journal - Fourth Issue

CCFA DSS 卓越领军 加中金融

卢海:首先我们要考虑加拿大能提供什么。我们一直认为，加拿大的自然资源非常丰富，中国的发展对自然资源的需求，是完全互补的。
除了中国的自然资源需求，我们试图寻找其他机会来了解中国正在发生的一些趋势。以加拿大鹅(Canada Goose)为例，该公司利用进入
中国市场的机会，至少在头两年里做得很好。他们看到了年轻人的巨大需求，Tim Hortons 也是如此。我们知道我们能提供什么，他们
需要什么，我认为这就是机遇的所在，也是对加拿大商人的挑战。这是我的意见。

高滨: 对于加拿大，我建议可以做两件事。第一，美国试图建立一个独立的供应链，而加拿大技术先进，良好教育基础，是一个比美
国宽容友好的国家，它甚至可以把自己插进这条独立的供应链中。这是加拿大的一个机会，另一个可以从中国消费市场的繁荣中获益。

Bruce: 我想谈谈中国的复苏。有天晚上，我和一个在上海的朋友打电话，他告诉我，在他看来他认为目前中国大陆的经济已经恢复了
80%左右。每个人都会同意中国的经济复苏是最快的，然后是亚太地区。我认为这有点涉及到 RCEP。所以问题是，这种快速复苏相
对于他们在亚太地区的邻国来说对周边经济体是积极的还是消极呢？
高滨: 中国是全球供应链的一部分，这是非常积极的。人们普遍认为，中国政府限制自由，因此有效地应对了病毒。人们忽略了一个
重要的问题: 公民实际上自愿遵守了大部分规则，并在 3 月底恢复了正常。更大点的市场力量在中国真的在做功。 我给你的例子讲座,
1 月 2 月,和中国是一个糟糕的情况下,和商人们从世界各地购买防护装备,世界并不担心这种病毒。但到了 3 月，整个世界都被病毒感染
了。然后是三月底。在中国，每个人都在寻找制造口罩的机器、布料，以及任何可以用来制造口罩的东西。有很多学生问我是否和护
目镜的渠道。这是市场力量在起作用。政府可以适应市场。这是我的观点。

Hai Lu: Firstly, we need to think about what Canada can offer. We always think that Canada is very rich in natural resources and that
China’s development needs those natural resources—perfectly complementing each other. Other than the natural resources
needed in China, we tried to find other opportunities to understand current trends in China. Take Canada Goose for example, which
took advantage moving into China’s market and has been doing very well at least in the last two years. They saw a huge demand
from young people, just like Tim Hortons. We know what we can offer and what China needs and I think that’s where opportunities
and challenges arise for Canadian businesspeople. That’s my opinion.

Bin: Canada can do two things. Number one: since the US has been trying to set up a separate supply chain, Canada, being
technologically advanced and well-educated, and friendlier country than the US, can insert itself even in that separate line of supply
chain. That’s an opportunity for Canada, one that is resource-rich, and the other is one that can benefit from the booming consumer
market in China.

Bruce: I wanted to talk a little bit about China’s recovery. I was on the phone the other night with a friend of mine in Shanghai and
he told me that he thinks things are about 80% back to normal in mainland China right now. I think everybody would agree that
China’s economic recovery has been the fastest, followed by the APAC region. And this touches, I think, a little bit back on the RCEP.
So the question is: Is this fast recovery positive or negative to the surrounding economies in the APAC region?

Gao Bin: It’s quite positive that China is part of the global supply chain. The popular opinion is that the Chinese government manages
the virus effectively at the cost of people’s freedom. There’s a big miss-conception: citizens actually voluntarily follow most of the
rules and things went back to normal at the end of March 2020. The even greater point is that the market force in China was really
working and I’ll give an example. China was in a terrible situation back in January/February of 2020, so businesspeople were buying
PPE from all over the world, whereas the world was not worried about the virus at all. But then by March, the whole world fell to
the virus. Then by the end of March, everybody in China was looking for machines to produce facemasks, fabric, and any other
material that can be used to make facemasks. I even have a lot of students asking me whether I have connections to manufacturers.
That’s market force working, and the government was able to accommodate the market. That’s my view.

CCFA JOURNAL OF FINANCE June 2021
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