GM(US:GM) Guan Cha Zhe Wang·2025-11-12 09:41Core Viewpoint - General Motors is urging thousands of suppliers to find alternatives to materials and components sourced from China, aiming to completely shift its supply chain outside of China by 2027, with initial directives given as early as the end of 2024 [1][3]. Group 1: Supply Chain Strategy - General Motors has been executing risk mitigation strategies for supply chain stability since the pandemic, which is not specifically targeted at China or any particular region [1]. - The company has emphasized a "local sourcing, local production" principle, particularly in its joint ventures like SAIC-GM [1][4]. Group 2: Challenges in Supply Chain Transition - The transition away from Chinese suppliers is complicated and costly, as China has established a dominant position in certain automotive supply chain sectors, such as lighting, electronics, tools, and molds [3]. - Industry experts indicate that the deep-rooted nature of China's supply chain network, developed over two to three decades, makes it unrealistic for companies to find alternatives within a few years [4]. Group 3: Impact of Trade Policies - The U.S. government's tariffs and restrictions under the Trump administration have pressured automakers like General Motors to reduce reliance on Chinese components, prompting a shift in supply chain strategies [3].