日本专家：中国制造业被低估了！爆发持久韧性，印度根本不是对手

Core Insights - China's manufacturing strength is underestimated globally, showcasing remarkable adaptability in the face of global supply chain adjustments [2][22] - India struggles to compete with China due to infrastructure issues and policy execution challenges, despite its large population [2][12] Manufacturing Sector - In 2024, China's manufacturing sector is projected to maintain a significant global share, with a robust export growth rate [2][12] - China's manufacturing PMI remains above the neutral line of 50, indicating a stable growth trajectory, while India's PMI is below 50, reflecting ongoing struggles [8][18] Supply Chain and Infrastructure - China's supply chain integrity is highlighted by its dominance in global events like the 2022 FIFA World Cup, where it provided a majority of the infrastructure and merchandise [4][12] - India's attempts to attract manufacturing investments are hampered by logistical inefficiencies and frequent policy changes, leading to a lack of competitiveness [14][16] Technological Advancements - China's advancements in the aviation sector, such as the C919 aircraft, demonstrate its ability to overcome technological barriers and achieve high domestic production rates [6][10] - In the electric vehicle sector, China is expected to export 5 million units in 2024, showcasing its leadership in core battery technologies [10][12] Economic Policies - China's manufacturing policies have created a solid foundation for sustained growth, while India's "Make in India" initiative has seen limited success due to bureaucratic hurdles [12][20] - Japan's analysis indicates that India's manufacturing sector is more suited for service exports rather than competing directly with China's established manufacturing base [20][22] Global Positioning - China's manufacturing resilience has been evident during global trade tensions, with a significant investment of $1.4 trillion in technology and industrial upgrades, contrasting with India's $700 billion foreign investment primarily in services [14][20] - The gap between China and India in manufacturing capabilities is widening, as China's integrated supply chain and competitive pricing continue to outperform India's efforts [18][22]