美国地位转变，华尔街观点聚焦，中国战略重心调整

Core Insights - The article discusses the shift in China's export strategies due to changing market dynamics, particularly the decline in exports to the U.S. and the rise of alternative markets [1][3][12] Group 1: Export Market Changes - From 2018 to 2024, China's export share to the U.S. decreased from 14% to 11%, indicating a significant shift in trade dynamics [3] - By 2023, the export volume of electric vehicles surged by over 70%, reflecting a strategic pivot towards new markets [5] - The trend of using local currencies for transactions has become more common, with many trade agreements now prioritizing RMB settlements [15] Group 2: Industry Adaptation - Companies are increasingly diversifying their markets and building new supply chains outside the U.S., a strategy referred to as "selective coupling" [12][19] - The semiconductor industry is experiencing a wave of mergers and acquisitions, with firms betting on future technologies through increased R&D spending [17] - The establishment of new manufacturing bases in Southeast Asia involves complex supply chain restructuring, requiring time and careful planning [14] Group 3: Financial and Regulatory Environment - Financial regulations are evolving, with a focus on maintaining systemic stability while allowing for cross-border capital flows [17] - Data from financial institutions and customs is guiding companies in their strategic adjustments, highlighting the importance of real-time information in decision-making [19] Group 4: Workforce and Operational Changes - The labor market is adapting, with increased demand for roles related to Southeast Asian business expansion, reflected in higher salaries compared to two years ago [10] - Workers and engineers are increasingly involved in standard-setting processes, indicating a shift towards more collaborative and strategic industry practices [10]