Group 1 - The core argument suggests that while the U.S. manufacturing sector appears weak, it is actually smaller in scale rather than entirely failing [1] - In 2024, U.S. manufacturing's share of GDP is projected to fall below 10%, compared to China's 26%, but the U.S. manufacturing output is approximately 60% of China's due to a larger GDP [1] - The automotive industry exemplifies this issue, with the U.S. producing 12 million vehicles in 2024, while China produces 31 million, leading to a reliance on imports for 400,000 vehicles in the U.S. market [1] Group 2 - Historical comparisons reveal a significant decline in U.S. manufacturing capabilities, with steel production dropping from two-thirds of global output to just 4% [2] - The production cycle for military vessels has dramatically increased, with the construction of a new aircraft carrier taking five years compared to the rapid production during World War II [2] Group 3 - U.S. manufacturing is still strong in high-tech sectors, with major companies like Boeing and Honeywell investing heavily in R&D, surpassing other countries [4] - The U.S. dominates the list of the world's top manufacturing companies by market capitalization, with the highest valued companies exceeding one trillion RMB, while China's top company, Midea, is valued at 600 billion RMB [4] - The effectiveness of tariffs imposed by the Trump administration to encourage manufacturing return is questioned, as labor costs in China remain lower than in the U.S., leading capital to relocate to cheaper countries like Vietnam and Mexico [4] - The ultimate goal of U.S. manufacturing policies appears to be to exclude China from the supply chain and maintain dominance in high-end manufacturing, although a return to a self-sufficient manufacturing model is deemed unrealistic [4]
美国制造业真不行了?数据揭开真相:表面下滑,底子仍在!
Sou Hu Cai Jing·2025-06-29 22:13