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"中间地带"的突围:资源民族主义浪潮下东南亚国家的稀土战略OACHSSCD

Breakout of the Intermediate Zones:Rare Earth Strategy of Southeast Asian Countries Amid the Wave of Resource Nationalism

中文摘要英文摘要

在围绕稀土等关键矿产的新一轮资源民族主义浪潮中,作为典型的中间地带国家群体,稀土资源丰富且地缘位置特殊的东南亚国家再次成为大国竞相争取的关键对象.但不同于由资源禀赋主导的产业发展路径,东南亚各国稀土产业自发展初期就深度嵌入由跨国企业主导的全球生产网络,该地区在全球稀土产业链日益凸显的节点地位实则是由全球供应链重构带来的外生机会窗口与区域产业发展的内生性需求共同塑造的.面对稀土以及相关高科技产业的结构性依赖,东南亚国家并未诉诸攻击性、排他性的资源民族主义路径,而是依托资源、市场、地缘三重复合优势,通过强化资源主权、引导产业布局以及开展多边外交等方式协同推进"嵌入式自主"战略.东南亚各国的目标并非在短期内构建独立自主的稀土产业体系,而是立足既有节点优势,谋求价值链攀升与自主空间扩展.尽管面临关键技术缺失、资本规模不足以及治理能力薄弱的长期掣肘,但在全球南方群体性崛起、中间地带国家战略自主性显著增强的背景下,东南亚各国的实践或将成为中间地带国家在外部机遇与内生需求交汇中参与全球资源政治的典型范式.

Amid a new wave of resource nationalism surrounding critical minerals like rare earths,Southeast Asian countries,as a typical group of intermediate zone countries with rich rare earth resources and special geographical position,have once again become the key targets of major powers.However,Southeast Asian rare earth industry has been dominated by multinational corporations in the early stage.Their increasingly prominent position in the global rare earth supply chain has been shaped by the external windows of opportunity and the demands of the region's industries.Faced with structural dependence on rare earths and related high-tech industries,Southeast Asian countries have not resorted to aggressive or exclusionary resource nationalism.They have leveraged their composite advantages of resources,market and geopolitics to pursue a strategy of"embedded autonomy"through measures such as raw material control,industrial guidance and multilateral diplomacy.Their objective is not to build a self-sufficient rare earth industry in the short term,but to ascend the value chain and expand their autonomous space by leveraging their nodal advantages.Despite enduring constraints such as critical technological gaps,insufficient capital scale and weak governance capabilities,the Southeast Asian experience is highly significant.With the rise of Global South and the growing strategic autonomy of intermediate zones,the practices of Southeast Asian countries may emerge as a typical paradigm for intermediate zones navigating global resource politics at the intersection of external opportunities and endogenous demands.

孙帜;郑华

上海交通大学国际与公共事务学院(上海 邮编:200030)中山大学国际关系学院(广东 邮编:519000)

社会科学

资源民族主义东南亚国家嵌入式自主关键矿产稀土战略

resource nationalismSoutheast Asian countriesembedded autonomycritical mineralsrare earth resources strategy

《国际论坛》 2026 (3)

24-42,19

10.13549/j.cnki.cn11-3959/d.2026.03.002

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