“比较优势已死”的年代如何和盟友正确共生？

Group 1 - The core observation from the trip is that the concept of "comparative advantage" is becoming obsolete, replaced by "competitive advantage" in the current global trade system [10][12][14] - Southeast Asian entrepreneurs are increasingly aware of their diminishing advantages in the face of China's industrial capabilities, leading to a complex emotional response [18][19] - The logistics entrepreneur discovered a new trade route that leverages the RCEP rules, indicating potential new opportunities despite the prevailing challenges [5][19] Group 2 - The current trade dynamics are characterized by a zero-sum game mentality, driven by protectionist policies that distort the benefits of free trade [14][15] - The intricate interdependencies within the supply chain make it difficult to identify clear comparative advantages, as industries are deeply embedded in a global network [15][17] - Southeast Asian countries are navigating a challenging landscape where they must balance their economic ties with both China and the U.S., leading to a "squeezed symbiosis" in their trade relationships [21][23] Group 3 - The historical context of trade routes and the search for new pathways is echoed in the current situation, reminiscent of past explorations for new trade routes following geopolitical shifts [9][19] - The investment strategies of Chinese companies in Southeast Asia often lack long-term commitment and local integration, contrasting with the more sustainable approaches of Japanese and Taiwanese firms [24][28] - Southeast Asia's potential is highlighted by its young population and untapped internal trade, suggesting that there are still significant opportunities for growth despite current challenges [29][30]