Core Viewpoint - The recent US-China trade agreement has created uncertainty for India's aspirations to become a global manufacturing hub, as it may hinder the flow of manufacturing investments from China to India [2][4]. Group 1: Trade Dynamics - The US has significantly reduced tariffs on Chinese goods from 145% to 30%, while maintaining tariffs on Indian goods at approximately 27%, which poses a challenge for India's manufacturing ambitions [2][6]. - India's manufacturing sector may face stagnation or a reversal of investment as companies reconsider their supply chains in light of the new trade agreement [4][5]. - Despite short-term setbacks, long-term trade tensions between the US and China could still benefit India's manufacturing sector [8]. Group 2: Manufacturing Challenges - India's manufacturing sector currently contributes only 15% to its GDP, showing little change over the past two decades, indicating a need for significant improvement [14]. - The country faces challenges such as a poor business environment, inadequate infrastructure, and a lack of skilled labor, which hinder its ability to attract foreign investment [14][17]. - The profit margins for Indian assembly of products like iPhones are low, with Apple earning around $450 per unit sold in the US, while India only sees about $25, highlighting the low value-added nature of its manufacturing [15][17]. Group 3: Competitive Landscape - Other Asian countries like Vietnam, Thailand, and Malaysia are seen as more attractive for manufacturing due to lower labor costs and favorable trade agreements, putting India at a disadvantage [14]. - India's reliance on China for essential components limits its ability to fully capitalize on the shift in supply chains [15]. - The future manufacturing landscape may evolve into a dual structure where China dominates high-end manufacturing while India supplements low-end production [17].

英国广播公司（BBC）5月19日评论文章指出，苹果公司的转移生产计划一度点燃了印度的"世界工 厂"梦，然而中美关税下调打乱了印度的野心，可能导致原本流向印度的制造业投资"停滞"或"回流"。 【文/观察者网 刘程辉】突然达成的中美关税协议，搅乱了印度取代中国的一池"清梦"。 尽管有观点认为中美经济"脱钩"将使印度受益，但恶劣的营商环境、严重依赖中国供应链、高附加值产 业发展不足、组装环节利润微薄等诸多问题，是印度绕不开的挑战。专家认为，印度需降低生产成本、 完善物流和法规，否则难以实现制造业野心，甚至可能被边缘化。 文章称，正当印度的"世界工厂"梦想显露出些许进展时，中美贸易"重启"可能使印度取代中国成为全球 制造中心的野心遭遇挫败。印度智库全球贸易研究所（GTRI）的阿贾伊·斯里瓦斯塔瓦认为，中美日内 瓦协议可能导致原本从中国转向印度的制造业投资"停滞"或"回流"。"印度的低成本组装线或许能幸 存，但增值增长岌岌可危。" 这种情绪的转变与上个月印度的兴高采烈形成鲜明对比。路透社上月末曾援引知情人士的话称，苹果公 司正加速在印度推进供应链转移，以减少对中国供应链的依赖。 然而另一方面，现实的重重挑战，正在为这种 ...

千年以前，骆驼背上的西域商人，或许怎么也想不到"敦煌"二字还能在千年之后让无数人为之向往与呐喊...... 至于喊的是什么，那必然是"买贵了™"！ 拖鞋：我免费了 01：跨国开盒 "看了这上面的价格，我才发现被宰得这么惨！" "路易·威登的毛绒拖鞋居然只要75美金！" "付钱给中间商的时代结束了！" "这双鞋只要九美金？我以为要500美金！" 短短一周多的时间内，咋就坐火箭飞升上了呢？ 字里行间都是相见恨晚 在海外消费者的一声声惊呼中，"DHgate"以火箭般的速度冲上了全球多国下载榜的榜一位置。 要知道，这个中文名叫"敦煌网"的跨境电商平台，在此之前就是个十足的"市场小透明"，甚至在4月11日时，它的下载排名仍还停留在352位的冷板凳上。 此前不仅外国人不熟悉，甚至连很多中国人都从未听说过它的名字。 只能说，天时地利人和。 "关税"二字早已是最近令人耳朵生茧的话题，但在川普想一出是一出的"人为动荡"下，正给世界带来持续混乱。 如果说以"大飞"为代表的走私活动接到了高关税带来的"走私红利"，那么我国沿海众多以出口为导向的制造工厂，正在迎来预期出口量锐减的至暗时刻。 自 报 家 门 在大洋彼岸，美国普通民众对关 ...