Yonyou(SH:600588) Zhong Guo Chan Ye Jing Ji Xin Xi Wang·2025-04-22 02:11Core Insights - The article discusses China's resilience in the ongoing trade war with the U.S., highlighting its ability to maintain growth in high-end manufacturing despite tariffs and restrictions [1][6] - China's manufacturing sector has transformed from being a "world factory" to a "global intelligent manufacturing center," leveraging its complete industrial chain and digital transformation [1][8] Group 1: Trade War Context - The U.S.-China trade war began in 2018 with tariffs on $34 billion worth of Chinese goods, and by 2025, it has evolved into a technology blockade involving AI chips and renewable energy [1] - Despite the imposition of tariffs, China's manufacturing value-added share of global output increased from 26% in 2017 to 32% in 2024 [1][6] Group 2: Industrial Chain Advantage - China is the only country with all industrial categories recognized by the United Nations, which provides a significant advantage against sanctions [1] - The Yangtze River Delta region contributes 60% of global photovoltaic components and 40% of industrial robot production, showcasing China's comprehensive industrial capabilities [1] Group 3: Digital Transformation - Chinese manufacturers are adopting digital transformation to enhance efficiency, with a reported average production efficiency increase of 45% and a 30% reduction in operational costs [2][6] - Companies like Jiangsu Wanheng Casting have significantly reduced product development cycles and improved delivery rates through smart factory systems [2] Group 4: Collaborative Innovation - The shift from "machine replacement" to "ecosystem reconstruction" in manufacturing emphasizes the importance of collaborative innovation across the entire industrial chain [3] - Cross-border collaboration platforms, such as those developed by KuSi Furniture, have improved responsiveness to overseas orders by 70% [3] Group 5: Cost Management - Traditional manufacturers often struggle with cost transparency, but systems like U9 cloud enable detailed cost accounting, leading to significant savings [5] - A renewable energy company improved equipment utilization from 65% to 89% through smart scheduling systems, effectively creating additional production capacity [5] Group 6: Future Outlook - The article suggests that the trade war's outcome is predetermined, with China's manufacturing sector poised to thrive despite U.S. tariffs, which can reach as high as 245% on certain goods [6][7] - The U9 cloud platform has become integral to nearly 10,000 manufacturing enterprises, facilitating their digital transformation and enhancing global competitiveness [6][7]