从“一条链”看中国—东盟经贸合作“韧性”

Core Insights - Chinese new energy vehicles (NEVs) are gaining popularity in Southeast Asia, with significant interest from local customers at events like the China-ASEAN Expo [1] - The transformation from "product export" to "ecosystem co-construction" is key to the success of Chinese NEVs in Southeast Asia, allowing for localized production and collaboration with local suppliers [1] - The automotive industry is highly globalized, and fluctuations in supply chains can impact the entire sector; however, Chinese NEV companies are successfully navigating these challenges [1] Group 1: Industry Collaboration - The automotive supply chain between China and ASEAN is evolving from simple vehicle and parts exports to a comprehensive integration covering upstream resource supply, localized manufacturing, and downstream sales and service [2] - The deep coupling of the automotive industry exemplifies the resilience of economic cooperation between China and ASEAN, highlighting the importance of mutual rules, complementary industries, interconnected facilities, and integrated ecosystems [2][3] - Key projects like the China-Malaysia "Dual Park" and the China-Indonesia "Regional Comprehensive Economic Corridor" are advancing, promoting deeper integration of the industry chain [2] Group 2: Trade Performance - China has maintained its position as ASEAN's largest trading partner for 16 consecutive years, while ASEAN has been China's largest trading partner for five years [2] - In the first seven months of this year, trade between China and ASEAN reached $597 billion, marking an 8.2% year-on-year increase and accounting for 16.7% of China's total foreign trade [2][3] - The completion of the China-ASEAN Free Trade Area 3.0 negotiations introduces new chapters on digital economy, green economy, and supply chain connectivity, enhancing cooperation and integration in the region [3]