制造业布局东南亚｜市场指南

Core Insights - The report emphasizes the shift of manufacturing operations from China to Southeast Asia and India due to geopolitical changes and the need for supply chain diversification [3][4][5] - Southeast Asia is increasingly recognized as a significant manufacturing hub, attracting Chinese companies and benefiting from favorable government policies [4][5] - The report highlights the importance of understanding macro policies and local market conditions for companies looking to establish manufacturing bases in the region [4][5] Southeast Asia and India Manufacturing - The report notes a significant increase in foreign direct investment (FDI) in manufacturing in Southeast Asia and India, driven by economic, technological, and geopolitical factors [5][6] - Key macroeconomic fundamentals such as large populations, labor resources, and cost advantages position Southeast Asia and India as major manufacturing centers [8][9] - The report provides data showing that from 2009 to 2023, FDI in manufacturing in the region has seen substantial growth [6][7] Financial Value Drivers - The report indicates that labor costs in Southeast Asia and India are significantly lower than in China, making them attractive for manufacturing investments [10][11] - Industrial land prices and construction costs in Southeast Asia are also more favorable compared to China, further enhancing the region's appeal for manufacturers [11][12][13] Non-Financial Value Drivers - Factors such as skilled labor availability, infrastructure quality, environmental regulations, and political stability are crucial for the long-term success of manufacturing facilities [15] - The report includes a comparative analysis of non-financial indicators across different countries, highlighting opportunities and constraints [15][16] Country Profiles - Each country in Southeast Asia and India has unique advantages and challenges for manufacturers, influencing investment decisions [17] - The report details specific industries and products that are thriving in each country, such as electronics in the Philippines and automotive in Indonesia [21][30][41][48] Policy Drivers - Various government initiatives in India, such as the "Make in India" program and production-linked incentives, are designed to boost manufacturing investment [23][24][25][26][27] - Indonesia's policies, including tax incentives and the "Making Indonesia 4.0" strategy, aim to modernize its manufacturing sector [34][36] Investment Trends - The report lists significant investments by major companies in various sectors, including semiconductors, automotive, and renewable energy, indicating strong interest in the region [29][46][47] - Notable investments include Tata Electronics in semiconductors and major automotive manufacturers establishing production facilities in Indonesia and Malaysia [29][41][46]