中国供应链何处去？｜暗涌看世界

Core Viewpoint - The article emphasizes the critical importance of supply chains in the context of geopolitical tensions and trade policies, particularly focusing on the need for Chinese companies to adapt their supply chain strategies to navigate new challenges and opportunities in global markets [4][7][10]. Group 1: Supply Chain Dynamics - The U.S. Customs has implemented a new "origin verification system" to prevent transshipment trade and tax evasion, requiring importers to provide detailed supply chain documentation [4]. - Many Chinese manufacturing companies are accelerating their overseas expansion to diversify and localize production in response to changing trade policies [4][10]. - The concept of "supply chain security" has become a priority, replacing the previous focus on cost and efficiency [6][7]. Group 2: Global Supply Chain Trends - The migration of supply chains is largely driven by external geopolitical pressures, with companies feeling compelled to relocate production to avoid tariffs and trade barriers [10][11]. - The competition for supply chain dominance is intensifying, with countries like Vietnam and India emerging as alternative manufacturing hubs [13][20]. - The article highlights that while some production is moving away from China, many Chinese companies are still involved in global supply chains, often maintaining ties with their original manufacturing bases [21][22]. Group 3: Strategic Recommendations - Chinese companies should enhance their autonomy within supply chains and focus on building strong relationships with supply chain partners to ensure stability and resilience [7][12]. - The article suggests that companies need to adapt to local supply chain networks and avoid over-reliance on "Chinese speed" in global operations [36][38]. - Mergers and acquisitions are presented as effective strategies for Chinese companies to enter and integrate into foreign markets [41][44]. Group 4: Challenges and Opportunities - The article discusses the challenges posed by rising labor costs and regulatory environments in foreign markets, which may hinder the competitiveness of Chinese firms [16][17]. - It also notes that while supply chain migration is a reality, it presents opportunities for Chinese companies to innovate and find new profit margins abroad [39][50]. - The need for a strategic approach to supply chain management is emphasized, particularly in light of the ongoing trade tensions and the evolving global economic landscape [49][51].