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经济学,用户喊你升级了:最近调研总结和反思
Hu Xiu·2025-06-05 10:47

Group 1 - The core observation is that companies are adapting to changing macroeconomic conditions and trade dynamics, particularly in response to tariffs and globalization strategies [1][4][5] - Companies exhibit a strong sensitivity to macroeconomic changes, often demonstrating a better understanding of the market than economists [2][4] - The current business environment is fragmented, with varying conditions for different sectors and companies, making broad conclusions difficult [3][4] Group 2 - Large listed private enterprises have already established global operations and can flexibly respond to tariffs by adjusting their bases in different countries, with a future strategy focused on increasing local operations overseas [5] - Medium-sized light industry private enterprises, such as textiles, have benefited from early overseas expansion due to rising domestic costs, with a significant market share in the U.S. [5] - Mid-to-high-end manufacturing private enterprises, like generator manufacturers, have adopted a "pack and go" model for overseas operations, maintaining a commitment to the U.S. market due to its lack of domestic application scenarios [5][10] Group 3 - Companies express a strong desire to maintain access to the U.S. market, citing its high profits, large orders, and strong consumer capacity as critical factors [10] - There is a recognition of the potential for industrial chain shifts, although China currently holds a complete and efficient industrial chain [10][11] - Internal competition and pressures are seen as more challenging than external factors, with companies relying primarily on their own strategies for overseas expansion rather than expecting significant government support [11][12]