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空中丝绸之路如何破题?

2017-08-24 18:01:41   中国经济网

第三,应该放开我国更多边境城市,促进跨境旅游和商务投资,支持中国企业参股、甚至控股周边国家的机场和民用航空公司。空中丝路的发展需要跨境人流、物流增量的支持,促进中国多样化旅游市场和跨境产能合作的蓬勃发展,完全符合一带一路倡议精神。与之相配套的,随着源自中国的旅游和投资目的流量增加,必然会促进周边国家机场升级需求和航空线路需求,也为中国航空企业跨境并购带来了机会。初步测算,中国周边国家的机场新建和升级、跨国境的1000公里以内支线航空经营、支线飞机和通航飞机销售和维修、航空食品等周边产品生产,在未来十年都分别具有万亿人民币的市场规模潜力,无疑值得国家和各级政府产业规划的高度重视。

第四,航空是资本密集型产业,应鼓励中国金融企业应用现代金融工具扩展“空中丝路”。中国的飞机租赁业务和航空企业上市等金融服务依然仅局限于国内,中国金融企业走出去、特别是支持一带一路沿线国家航空市场,需要主动适应当地市场,灵活使用多样化的金融工具,帮助中国航空业降低和分散投资风险。同时,中国周边国家对人民币的认可程度高,空中丝绸之路的绝大部分航空器和设备都采购于国内,应该鼓励相关的金融信贷和股权投资使用人民币,进而夯实中国与周边国家在贸易和投资中的人民币定价机制,尽快摆脱当前边贸结算对美元的过度依赖。

应该看到,无论是空中丝绸之路的支线飞机、还是跨国机场的综合管理,中国企业都面临欧美竞争对手多年经验的积累优势,在金融领域美国肯定不会轻易放弃美元对中国的金融“软包围圈”。因此,中国企业必须坚定经济再开放的道路自信,主动依托强大的中国制造业背景优势,在民心相通的基础上推进中国解决方案,勇于冲破航空领域各种有形和无形的壁垒,让中国制造的航空机队、中国参与管理的网络化机场、中国品牌的跨境支线航空架起新时代的空中丝绸之路,为中国公民和企业提供安全感的同时,更为沿线国家人民创造更大的福祉。(作者为中航证券首席经济学家 许维鸿)

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