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2004年,辛格担任总理后,印度外贸战略的重心开始向货物贸易转移,印度与海合会国家的货物贸易随之进入了快速增长期,双边货物贸易额提升,但赤字规模也不断扩大。在印度与海合会货物贸易的商品结构中,原油在海合会对印货物出口贸易中占比显著提高,石油产品、珠宝在海合会对印货物进口贸易中的重要性快速提升。由于印、中两国对海合会货物出口的商品结构存在巨大差异,印度对海合会货物出口贸易的发展尚未对我国构成挑战;而在对海合会货物进口方面,虽然原油是印、中双方对海合会进口的主要货物,但得益于国际石油供求结构的变化,海合会国家在较长时期内仍能同时满足两国对其新增石油需求。
After Singh was premier in 2004, the focus of India’s foreign trade strategy shifted to trade in goods. The trade in goods between India and the GCC countries entered a period of rapid growth followed by an increase in the bilateral trade of goods, but the scale of the deficit was also constantly expanding. In the commodity structure between Indian and GCC merchandise trade, the share of crude oil in the export trade of Indian and GCC goods increased significantly. The importance of petroleum products and jewelry in the import and export trade of Indian and GCC goods rose rapidly. Since India and China have huge differences in the structure of goods exported by the GCC, India’s development of the GCC’s export trade has not yet posed a challenge to our country. In the case of imports of GCC goods, although the crude oil is printed, However, thanks to the changes in the international oil supply and demand structure, the GCC countries can still meet the newly increased demand for oil from the two countries at the same time for a long period of time.