摘要
东南亚国家是亚投行的积极响应者和支持者,也是该机构主要的投资对象。亚投行在东南亚的项目投资情况需要获得更高的学术关注度和更深入的研究,其演进历程及成因需要重点分析。总体来看,亚投行对东南亚的项目投资虽然在数量上不是特别突出,但项目的部门分布等特征具有较强的代表性。2016—2022年间,亚投行对东南亚项目投资的特点包括以下三个方面:一是年度批准项目数量总体呈增长趋势,二是国别分布不均且在印尼投资数量最多,三是项目所属部门在2020年新冠肺炎疫情暴发前后经历了由“以基建融资为主”到“重视危机援助”的演变。国际制度竞争研究中的现实制度主义理论可以很好地解释这一现象。疫情暴发前,基于与世界银行、亚洲开发银行进行“错位竞争”的逻辑,亚投行对东南亚的项目投资高度集中在基建领域;疫情暴发后,考虑到亚投行在东南亚基建项目遇到的问题以及东南亚国家对于经济复苏的迫切需求,亚投行因势利导,对该地区的项目投资暂时转向危机援助。上述转变展现了亚投行的制度韧性和灵活性。
Southeast Asian countries are active responders and supporters of the Asian Infrastructure Investment Bank(AIIB).They are also the main investment terminations of the Bank.Since AIIB s investment projects in Southeast Asia deserve higher academic attention and deeper research,the purpose of this article is to sort out its evolution course and causes.Although AIIB s investment projects in Southeast Asia are not particularly prominent in terms of quantity,their characteristics in sectoral distribution of projects are highly representative.In 2016—2022,the characteristics of these investment projects in Southeast Asia by AIIB show in the following three aspects:firstly,the annual number of approved projects grows overall;secondly,national distribution of projects is uneven and Indonesia gets the most projects;and thirdly,these investment projects focused on infrastructure construction before the outbreak of the COVID-19 in 2020 and then shifted to crisis assistance after 2020.The realist institutionalism in the field of international institutional competition can well explain this phenomenon.Under the logic of“dislocation competition”with the World Bank and the Asian Development Bank,AIIB s investment projects in Southeast Asia were highly concentrated on the infrastructure construction before the outbreak of the epidemic,and after that,considering the problems of infrastructure projects in Southeast Asia and the emerging urgent needs of Southeast Asian countries for economic recovery,AIIB set up a new agenda and a temporary investment orientation toward crisis assistance for the region.The above transformation demonstrates the institutional resilience and flexibility of AIIB.
作者
罗仪馥
LUO Yifu(Institute of World Economics and Politics,Chinese Academy of Social Sciences,Beijing 100732)
出处
《南洋问题研究》
CSSCI
北大核心
2023年第2期141-154,共14页
Southeast Asian Affairs
基金
教育部人文社会科学重点研究基地重大项目“全球产业链重构对全球经济治理体系的影响及中国应对研究”(22JJD790009)。
关键词
亚洲基础设施投资银行
东南亚
基础设施建设
经济复苏
国际制度竞争
新冠肺炎疫情
Asian Infrastructure Investment Bank(AIIB)
Southeast Asia
infrastructure construction
economic recovery
international institutional competition
COVID-19
