继韩国三星、日本东芝走后，美国耐克、阿迪达斯两大巨头也走了。 近年来，越来越多头牌企业都将制造工厂移出中国。越南、老挝等东南亚国家成为新兴生产基地，就连国产品牌小米、vivo等也在东南 亚办起了工厂。 元旦才刚来，广东浙江等地港口更是早早停工放假，有的企业甚至发布"连休450天"通知，复工之日遥遥无期。 对此，很多人担心，中国一向以"世界工厂"著称的制造大国地位，是不是要被取代了？ 事实上，很多企业之所以将工厂搬去越南等地，主要是那里拥有低廉的人工成本和外资优惠政策。 资料显示，东南亚人口年龄中位数在普遍小于30岁，适龄劳动人口还在不断增长。更重要的是，人口优势不仅为其提供充足劳动力还 进一步带动了消费市场的发展。 而国内因为老龄人口逐渐增多，原本的劳动力红利成了他们放弃的理由。以2023年举例，那时的我国制造业平均月薪近7000元，而同 期越南还不到3000元，优势显而易见。 有趣的是，东南亚等国在"抢"走我们订单之后，许多工厂设备、原材料等还要从我国进口。有网友调侃："还不是离不开中国。" 反观国内，在外资制造"抛弃"我们的那几年里，新兴产业不断兴起，智能工厂代替人力、数字化产业层出不穷。联合国工业发展组 ...

Core Points - The meeting between Thai Prime Minister Anutin and US President Trump was described as productive, indicating potential tariff reductions on Thai products [1][3] - The discussions focused on three main categories: agricultural products, automotive parts, and electronics, which are crucial for Thailand's export economy [3][5] - The reduction of tariffs could enhance Thailand's competitiveness in agricultural exports and automotive parts, potentially leading to increased orders and profits [5][6] Group 1: Trade Relations - The US remains Thailand's largest export market and second-largest trading partner, with significant foreign investment from US tech companies [4] - The meeting emphasized the importance of trust in negotiations, which is seen as a foundation for reaching agreements [4][6] - Optimism surrounds the potential for a mutually beneficial agreement in the near term, with expectations of increased orders for Thai agricultural products and automotive components [5][6] Group 2: Economic Impact - A successful tariff negotiation could lead to expanded production capacity for large enterprises and new opportunities for SMEs [5] - The Thai government is focused on improving the business environment and simplifying investment processes to attract more foreign investment [4][6] - The potential agreement may also address issues such as customs efficiency and digital trade rules, enhancing the overall investment climate in Thailand [6] Group 3: Diplomatic Strategy - Anutin's approach reflects a new diplomatic strategy for Thailand, characterized by more bilateral meetings and a clear economic agenda [7] - The emphasis on political commitment and market realization is seen as essential for translating agreements into tangible benefits for the public [7] - The ongoing discussions highlight Thailand's intent to strengthen export and investment cooperation with the US while maintaining regional stability [6][7]

Group 1 - The core issue for a regime is fundamentally about "where the money comes from and where it intends to spend" [1] - The main sources of revenue for the U.S. federal government include individual income tax, payroll taxes, and corporate income tax [2][6][8] - Individual income tax accounts for approximately 45% of federal revenue and has remained stable since the 1980s [2] - Payroll taxes, which support social security and Medicare, contribute about 35% to federal revenue [6] - Corporate income tax is the third largest source, making up around 10% of federal revenue [8] Group 2 - Tariff revenue has surged since the implementation of "reciprocal tariffs," reaching $26.6 billion in June, four times the average level of previous years [13] - As of June 30, tariff revenues from reciprocal tariffs (10%) and auto tariffs (25%) generated over $17.7 billion and $10.7 billion, respectively [14] - The average effective tariff rate in the U.S. reached 20.6%, the highest since 1910 [15] - Monthly tariff revenue could potentially rise to between $30 billion and $40 billion with the full implementation of higher tariffs [16] - Tariff revenue may approach $400 billion annually, nearing the total amount of corporate income tax [17] Group 3 - Trump's tax structure is unique, as it relies more on tariffs compared to traditional models where developed countries typically do not emphasize tariff revenue [20][21] - The World Bank data shows that as of 2023, tariffs account for 2.8% of U.S. tax revenue, compared to lower percentages in other developed countries [21] - The article suggests that tariff revenue could reach 6.8% of total tax revenue, with a possibility of being in the 8% to 10% range based on current trends [23] Group 4 - If tariffs become a stable source of revenue, it may be difficult for future administrations to reduce or eliminate them, as they could become entrenched in the fiscal structure [25][26] - The political implications of removing tariffs could lead to significant backlash from industries that benefit from them, making it a contentious issue in future elections [28][29] Group 5 - The article discusses the winners and losers of Trump's tariff policies, noting that few countries outside the U.S. have benefited from the tariff situation [35] - Countries like Vietnam and Taiwan are particularly affected, with Vietnam facing a significant reduction in its export competitiveness due to high tariffs [41][42] - Japan and South Korea are also deeply impacted, with Japan seeking to reduce its reliance on the U.S. market as a response to tariff pressures [44][46]