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除了美元和比特币,美国几乎所有领域都在被中国反转
Sou Hu Cai Jing· 2025-09-05 13:57
Group 1: Manufacturing Strength - China's "Made in China 2025" initiative aims to increase the localization rate of core components in high-tech manufacturing to 70% by 2025, up from 40% in 2020 [1] - China is significantly advancing in high-end sectors like electric vehicles and batteries, dominating global exports, while the U.S. manufacturing sector is shrinking due to supply chain disruptions and increased tariffs [3][5] - By 2025, China's electric vehicle market is expected to account for over 50% of the global market, with companies like BYD leading in battery technology [7] Group 2: Technological Advancements - China is leading in advanced materials and automation, with the highest global usage of robots and significant improvements in factory efficiency [5] - China's investment in AI accounts for 25% of the global total, with rapid iteration and application in various fields, including 5G technology [14][18] - Reports indicate that by 2029, China's computing market is projected to grow eight times larger than that of the U.S., marking a significant shift in technological capabilities [10] Group 3: Social and Economic Dynamics - China's social stability and effective governance attract global talent, while the U.S. faces challenges such as rising violence and social unrest, impacting its competitiveness [20][24] - China's economic policies focus on sustainable development and improving living standards, transitioning rapidly from a middle-income to a high-income economy by 2023 [26] - The perception of China's stability and vibrancy is changing among experts, with many acknowledging the effectiveness of China's infrastructure and governance [28] Group 4: Future Outlook - The ongoing advancements in manufacturing, technology, and social stability suggest that China's momentum is unlikely to diminish, while the U.S. is adjusting to these changes [30] - Collaboration between China and the U.S. could yield global benefits, although disparities remain in the financial sector, particularly regarding the dominance of the U.S. dollar [31]