Core Viewpoint - The article discusses the evolving landscape of global supply chains and the opportunities and challenges faced by Chinese enterprises as they expand internationally, particularly in the context of changing U.S. tariff policies and the emergence of parallel supply chains [1][3]. Group 1: Parallel Supply Chains - The transition from globalization 1.0 to 2.0 has led to the establishment of "parallel supply chains" that seek to replace Chinese supply chains, with production moving to countries like Mexico, Vietnam, and India [4]. - The ideal scenario is for China to maintain its position as the main supply chain hub while having secondary chains overseas, which would be beneficial for China under the "China +1" strategy [4][5]. - The rapid development of parallel supply chains could lead to a decrease in production costs overseas, making it challenging for Chinese supply chains to compete [5]. Group 2: Key Capabilities in Supply Chain Defense - The "Three Forces Model" identifies control power, connection power, and design power as essential elements for navigating complex supply chains [6]. - Control power involves managing critical nodes in the supply chain, which is crucial for maintaining domestic production and employment [6][7]. - Connection power highlights the strength of relationships between enterprises, which is a significant advantage for Chinese manufacturing [7][8]. - Design power refers to the ability to strategically plan and design supply chains, which is increasingly important as companies face tariffs and export controls [9]. Group 3: Role of Chain Leaders - Chain leaders play a vital role in protecting upstream suppliers and small enterprises, especially in challenging international markets [10]. - Companies like Samsung, with substantial investments in regions like Vietnam, can negotiate effectively with local governments to ensure operational stability [10][11]. - Chinese enterprises often lack the brand power and negotiation skills that chain leaders possess, making it difficult for them to secure favorable conditions for their suppliers [11][12]. Group 4: Global Supply Chain Dynamics - The current global supply chain landscape is characterized by a significant shift towards distributed manufacturing, with Southeast Asia emerging as a key investment area [13]. - The competition between the U.S. and China is fundamentally a competition over supply chains, necessitating that Chinese enterprises gain control over their supply chains to become global value leaders [13][14]. - The upcoming summit will focus on the reconstruction and innovation of global supply chains, featuring insights from various industry leaders [14].