TCL李东生：全球深度调整期，全球化亟须效率与公平再平衡

Core Viewpoint - The fragmentation and restructuring of global supply chains have become unavoidable core issues in the context of globalization reaching a crossroads, emphasizing the need for a balance between efficiency and fairness in future global economic development [2][3]. Group 1: Globalization and Economic Impact - The past decades of globalization, driven by efficiency, have created significant wealth but also sowed the seeds of imbalance, necessitating a profound "rebalancing" [2]. - The WTO-led trade liberalization has resulted in an average annual growth of global trade by 5.8% over 30 years, contributing 0.2 percentage points to global economic growth each year [2]. Group 2: Issues of Fairness - The hollowing out of manufacturing in developed countries, exemplified by the decline of the U.S. manufacturing sector's GDP share from 24% in 1970 to an estimated 9% in 2024, has led to job losses and social stability concerns, fueling protectionist sentiments [3]. - Developing countries remain locked in low-value-added segments of the supply chain, with multinational companies favoring labor-intensive production in these regions while retaining high-profit segments like R&D and branding in their home countries [3]. Group 3: Future Directions for Multinational Corporations - Multinational corporations must evolve from mere efficiency seekers to balanced promoters of both efficiency and fairness in the restructuring of globalization [4]. - Three actionable paths for companies to transition from "product output" to "capability co-construction" include: 1. Deepening local supply chain integration to build a comprehensive local supply chain system [5]. 2. Empowering local industry chain upgrades by sharing advanced technology, management systems, and quality standards [5]. 3. Creating more social value to promote sustainable local economic development [5]. Group 4: Entrepreneurial Mindset - In the face of significant uncertainty and volatility, the strategic determination and long-term vision of entrepreneurs are crucial for navigating the evolving global economic landscape [5].