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美国中小企业,离不开中国供应链
Hu Xiu· 2025-04-23 03:20
关税落地已经十来天了,那中美的贸易现在成啥样了呢? 我这段时间跟不少做对美贸易的读者聊了下,很确认地说:生意还在继续。 确实有人在观望,但即便是在特朗普加关税当天,还有美国中小企业在给中国工厂发来1400万的大单。 他们找过一圈东南亚的"平替",没找到。 在中国一家工厂里就能成套购买的商品,在东南亚要找三四家工厂分别定制,相互之间尺寸甚至也很难 匹配。 事实证明,美国中小企业离不开中国供应链。 其实说起中国供应链的优势,大家可能第一反应是人力成本便宜,这当然是真的。但这并不是全部,甚 至如今已经不是最重要的。 咱们现在的优势主要是另外两个:规模优势和产业网络的灵活性。 规模优势很好理解,咱们现在的生产规模太大了,生产的越多,可以把固定成本均摊的越低。大家知道 一个东西叫"学习曲线"吧,看着好像说的是中学生记单词曲线,其实说的是1915年美国航空工业发现, 随着飞机生产数量增加,工人组装时间呈指数级下降。 后来又发现,生产的越多,技术迭代、工艺优化、管理创新等层面的不断改进,会导致成本不断下降。 中国工业独步世界这些年,不仅仅是积累了巨大的产能,更是积累了无数的相关知识和经验,这让中国 生产的产品成本降得非常非 ...
幸福的人不爱吵架
Hu Xiu· 2025-04-21 08:50
Group 1 - The article discusses the dynamics of public criticism and the economic principles behind it, highlighting that those with less fame tend to gain more from criticizing others due to lower costs and higher perceived benefits [5][6][8] - It emphasizes that ignoring criticism can be a strategic choice, as responding may increase the critic's visibility while incurring higher costs for the individual being criticized [9] - The article also touches on the concept of "cost and benefit" in the context of reputation management, suggesting that companies should consider legal action against defamation to impose costs on those spreading false information [16][17] Group 2 - The discussion includes the implications of media behavior, where sensationalism and fabricated stories can lead to legal consequences for the creators, thereby increasing the costs associated with spreading false information [18] - The article references the "prisoner's dilemma" to illustrate how understanding costs and benefits can lead to better decision-making in competitive situations, which can be applied to corporate strategies [20][21] - It concludes by encouraging continuous learning and application of knowledge in real-life scenarios, suggesting that companies should remain vigilant and adaptive in their strategies [22]
经济学视角下的军事史
Jing Ji Guan Cha Bao· 2025-04-03 14:03
Core Argument - The article discusses the application of economic principles, particularly opportunity cost and information asymmetry, in military history, illustrating how these concepts can provide insights into historical military decisions and strategies [2][14]. Group 1: Economic Principles in Military History - The concept of "economic imperialism" has extended beyond traditional economic issues into various fields, including military strategy, where game theory has become integral to nuclear strategy [1]. - The book "Castles, Battles, and Bombs: Seven Economic Lessons About War" aims to reinterpret military history through basic economic principles, demonstrating how economic analysis can yield new insights [2][4]. Group 2: Opportunity Cost and Castles - Castles served as significant military structures in the Middle Ages, providing defensive advantages but at a high construction cost, leading to a dilemma for monarchs between building castles and maintaining large armies [5][6]. - The high costs associated with castles often made them less favorable compared to the flexibility and mobility offered by armies, highlighting the opportunity cost of military investments [6][7]. Group 3: Mercenaries and Information Asymmetry - The use of mercenaries has a long history, with city-states often relying on them due to the high costs of conscripting local populations and the need for skilled fighters [9][10]. - Contracts with mercenaries were complex and aimed at mitigating information asymmetry and ensuring accountability, reflecting the economic principles of agency theory [10][11][12]. Group 4: Economic Rationality in Military Decisions - The article argues that historical military leaders, despite their lack of formal economic training, often made decisions that aligned with economic rationality, such as weighing costs and benefits in military engagements [15]. - The persistence of economic principles in military decision-making suggests that further investment in economic analysis within military history research could yield valuable insights [15].