易小准:美欧试图用行政干预手段使供应链本地化,最终只会失去在全球市场竞争力
Xin Lang Cai Jing·2025-12-27 02:05

Core Viewpoint - The current global economic governance is at a challenging stage, transitioning from chaos to order, with significant impacts on China's export growth due to tariff shocks [1][3]. Group 1: Global Economic Governance - The geopolitical and market economic logic represents a long-term game, where short-term tariff impacts will negatively affect China's export growth [3]. - Historical context shows that developed countries encouraged China to reduce trade barriers and open markets, but now these same countries are moving against globalization [3]. Group 2: China's Competitive Advantages - China possesses three critical advantages: competitive production costs, a complete and efficient industrial chain, and a large-scale market for product sales [3]. - The nature of capital is to seek profit, and multinational companies are positioning their supply chains in China to leverage comparative advantages and enhance efficiency [2][3]. Group 3: Trade Protectionism and China's Response - Amid rising global trade protectionism, the launch of the Hainan Free Trade Port signifies China's commitment to openness and strategic determination [4]. - Hainan is encouraged to adopt a bold reform spirit, aligning with high-standard trade rules and innovating in areas like data flow and intellectual property protection [4].