标普全球：关税时代，中国企业进军全球南方，其结果可能是形成全球商业新秩序，南南贸易将成为新的重心，中国跨国公司将成为新的关键参与者。过去十年，中国对东南亚、拉丁美洲和中东等国家的商品出口增长了一倍，而同期中国对美国的出口增长了28%，对西欧的出口增长了58%。自特朗普第一任期以来的五年里，这一趋势有所加速。图表1：与中国贸易占自身GDP比重较高的国家（颜色越深越重）图表2：中国与全球发展中国家之间的贸易激增图表5：东南亚与中国的贸易迅速融合图表6：中国对东南亚的直接投资攀升 ...

Group 1 - The article emphasizes that the recent U.S. tariff increases are ineffective and that the trend of re-globalization is irreversible [1][3] - It discusses the anxiety in the U.S. regarding its declining global dominance, which has led to current tensions, particularly in the context of U.S.-China relations [3][4] - The article highlights that the U.S. has shifted from multilateralism to a more transactional approach, which reveals a lack of strategic coherence [3][4] Group 2 - It points out that the U.S. manufacturing sector's decline is not solely due to trade agreements but is a result of a deep transformation of American capital over the past 40 years [4][5] - The article notes that while the U.S. continues to produce high-end and advanced technology products, these sectors are capital-intensive and cannot replace the jobs lost in labor-intensive manufacturing [4][5] - It mentions that emerging economies are increasingly seeking alternatives to the U.S. dollar for trade, particularly in the context of regional trade agreements [5][6] Group 3 - The article concludes that the U.S.-China trade dispute reflects a broader historical trend towards multipolarity and diversification of global reserve currencies [5][6] - It asserts that the world is not experiencing de-globalization but is instead advancing re-globalization under new conditions and rules [5][6]