Sou Hu Cai Jing·2026-01-09 01:44Core Viewpoint - The article discusses the significant impact of China's countermeasures on American defense contractors, highlighting the interconnectedness of global supply chains and the challenges faced by U.S. military companies in the wake of these actions [1][3][5]. Group 1: Impact on U.S. Defense Contractors - In 2025, the U.S. announced an $11.1 billion arms sale to Taiwan, which initially excited major defense firms like Lockheed Martin and Boeing, but China's swift response led to asset freezes for 20 involved U.S. companies and 10 executives [3][10]. - The reliance of U.S. defense contractors on Chinese supply chains for critical materials and components has been underscored, revealing vulnerabilities in their operations [5][7]. - The freezing of capital flows in Hong Kong and Macau has severely hampered the business operations of these U.S. firms in the Asia-Pacific region, leading to a significant slowdown in investment projects [8][10]. Group 2: Global Supply Chain Dynamics - The article emphasizes that the global supply chain is deeply intertwined, making it difficult for any country to isolate itself without facing repercussions [5][21]. - Historical examples illustrate that sanctions and export restrictions often backfire, affecting not only the targeted companies but also their own domestic suppliers and partners [11][19]. - The ongoing geopolitical tensions highlight the necessity for companies to coordinate global resources and maintain stable supply chains to thrive in a competitive environment [18][21]. Group 3: Challenges of Domestic Manufacturing - U.S. efforts to reduce foreign dependency through domestic manufacturing have faced significant challenges, including labor shortages and management issues, leading to project delays [15][16]. - The reliance on Asian technology teams to support U.S. manufacturing efforts further illustrates the complexities of achieving self-sufficiency in advanced manufacturing [16][18].