X @外汇交易员
外汇交易员·2025-12-02 03:04

Investment & Production Shift - European manufacturers are increasing investments in Chinese factories despite concerns from European leaders about reliance on Chinese industry [1] - Approximately 25% of China Europe Chamber of Commerce members are shifting production to China, particularly in pharmaceuticals, machinery, and medical equipment industries [1] - German automotive companies are investing heavily in the Chinese electric vehicle sector while reducing workforce in Europe [1] Cost & Competitive Advantages - China's recent price deflation and RMB devaluation, coupled with rising energy costs in Europe, provide a relative advantage to Chinese factories [1] Company Strategies - ZF is expanding in Shenyang, China, while announcing layoffs in Europe [1] - Schaeffler plans to expand its operations in China while closing some European operations and implementing layoffs [1]