Group 1 - Over 70% of countries and regions are facing threats from US tariffs, which are causing global supply chain disruptions and decoupling [1] - The US is struggling with a deindustrialization issue that began 45 years ago, raising questions about whether tariffs can effectively bring manufacturing jobs back [5][6] - The US faces significant challenges in labor quality and infrastructure, which hinder the return of manufacturing [6][7] Group 2 - High tariffs may not lead to a manufacturing return to the US, as companies like Apple rely on Asian factories for cost-effective production [7] - China has transitioned from being the "world's factory" to an "innovation laboratory," becoming a stabilizing force in global supply chains [8][10] - Major global companies recognize China's advanced manufacturing capabilities and extensive supplier networks, with a significant portion of their suppliers based in China [10]
脱钩断链的“搅局者”VS 赋能全球的“稳定锚”
Sou Hu Cai Jing·2025-07-27 18:07