全球供应链的危与机在哪里？潮新闻专访中国经济体制改革研究会会长彭森

Group 1 - The Summer Davos Forum gathered over 1,700 global business and government leaders to discuss "entrepreneurial spirit in the new era" and explore new paths for high-quality global development [1] - The rise of unilateralism and protectionism has led to significant disruptions in the global trade system, with geopolitical conflicts exacerbating uncertainties in global supply chains [1][3] - The supply chain disruptions have prompted companies to seek transformation and international expansion, although they face various challenges in this process [3][4] Group 2 - The "disruption" risk in supply chains is a consequence of rising trade protectionism, affecting global economic cooperation and industry chains [4] - For instance, U.S. restrictions on high-end chips have negatively impacted American companies like NVIDIA, which is projected to lose $5 billion annually due to the loss of the Chinese market [4] - Conversely, these challenges may accelerate China's efforts to strengthen its supply chains, particularly in key sectors like semiconductors and AI [4] Group 3 - Over the past decade, China has transformed from a manufacturing giant to a manufacturing powerhouse, with its manufacturing scale now approximately double that of the U.S. and four times that of Japan and Germany [4] - China's manufacturing sector is expected to account for 40% of the global market share in the next five years, reflecting a shift from low-end to more sophisticated products [4] Group 4 - The need for continued support for traditional industries and advancements in emerging fields such as information technology, biomedicine, and new materials is emphasized for the next decade [5] - Companies are increasingly focusing on supply chain strategies, adopting digital and diversified approaches, and exploring opportunities in green and service-oriented trade [6] Group 5 - The importance of localizing global strategies is highlighted, with companies like TCL emphasizing the need to contribute to local economies and build partnerships in foreign markets [8] - Industrial Fulian's CEO noted that their AI server business is expected to grow significantly in the second half of the year, showcasing the role of technological innovation in navigating uncertainties [8]