Core Viewpoint - The global manufacturing landscape is undergoing a significant shift as Western countries attempt to relocate manufacturing centers to Vietnam, India, and Africa in hopes of reducing dependence on China, but these efforts have repeatedly failed due to the lack of a comprehensive heavy industrial system that supports manufacturing in these countries [1][26]. Group 1: Manufacturing Capabilities - Manufacturing is not solely dependent on a large workforce and low wages; it requires a complete heavy industrial system, which countries like Vietnam and India lack [3][5]. - Vietnam's manufacturing sector relies heavily on imports, with over 60% of its intermediate goods sourced from China, indicating its inability to establish an independent manufacturing base [5][19]. - India faces numerous challenges, including high illiteracy rates, power shortages, and an outdated infrastructure, which hinder its manufacturing ambitions, resulting in a low industrial GDP contribution [7][19]. Group 2: China's Industrial Strength - China's manufacturing capabilities span from basic components to advanced machinery, supported by a robust heavy industrial foundation developed over decades [9][15]. - The establishment of China's industrial base was a response to Western embargoes, leading to self-sufficiency in critical sectors such as steel, coal, and electricity [11][13]. - Today, China is the only country with a complete industrial classification system, capable of producing everything from raw materials to advanced technology independently [15][17]. Group 3: Global Dependencies - Despite efforts to reduce reliance on China, countries like Vietnam and India remain dependent on Chinese imports for essential manufacturing inputs, which undermines their claims of independence [19][20]. - The U.S. and Europe continue to engage in trade with China, highlighting the essential role of Chinese supply chains in their economies [20][22]. - China's comprehensive industrial system provides a significant cost advantage, with manufacturing costs estimated to be 40% lower than those in the U.S. [22][24]. Group 4: Future Outlook - The search for a "next China" has proven futile, as the lack of a heavy industrial base in alternative countries means that replicating China's industrial success is unlikely [26]. - The future global manufacturing landscape is expected to be characterized by deeper dependencies on China rather than a decoupling from it [26].
全球终于意识到:难怪中国工业无法复制!重工业才是最大秘密
Sou Hu Cai Jing·2025-09-29 12:21