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这位企业家发现,美国制造业根本离不开中国供应链
财富FORTUNE· 2025-06-12 13:03
Core Viewpoint - The article highlights the challenges and realities faced by companies attempting to reduce reliance on Chinese manufacturing, emphasizing that despite geopolitical tensions and tariffs, China remains a dominant player in the manufacturing sector, particularly in medical supplies [1][10][12]. Group 1: Historical Context and Strategic Shifts - In the early 2000s, Dealmed sourced only about 15% of its products from China, primarily basic supplies, as Chinese manufacturing quality was not up to par with U.S. and European standards [2][3]. - In 2014, Dealmed transitioned from being a pure distributor to also becoming a manufacturer, outsourcing production to Chinese factories, which allowed the company to increase its profit margins [3][4]. - By 2018, 80% of Dealmed's outsourced products were imported from China, with sales from Chinese products accounting for 45% of total revenue [3][4]. Group 2: Impact of Tariffs and Supply Chain Adjustments - The U.S.-China trade war initiated by Trump led to significant tariffs on Chinese medical exports, with a 10% tariff imposed in September 2019 and increased to 25% in 2020, impacting a substantial portion of Dealmed's imports [3][4]. - In response to tariffs, Dealmed began sourcing surgical materials from the U.S. and shifted glove production to Malaysia, while also exploring suppliers in Mexico, Canada, Vietnam, and India [4][5]. - By the end of 2019, the share of products imported from China had decreased to 15%, down from a peak of 45% two years prior [4][5]. Group 3: Pandemic Effects and Market Dynamics - The COVID-19 pandemic initially benefited Dealmed as it diversified its supply chain, allowing it to capture more orders from clinics while competitors struggled with reliance on Chinese suppliers [5][6]. - However, as Chinese manufacturers resumed production, Dealmed faced challenges with rising prices for medical supplies, with the cost of masks increasing sevenfold during the pandemic [6][7]. - Despite the initial success of diversifying supply chains, the post-pandemic market saw a shift back to price sensitivity, diminishing the perceived value of diversified sourcing [6][7]. Group 4: Current Manufacturing Landscape - By 2024, despite ongoing tariffs, Dealmed found that prices for Chinese products remained competitive, and the company continued to rely heavily on Chinese suppliers for many products [9][10]. - The article notes that the manufacturing capabilities of Chinese companies have significantly improved, with increased investment in automation and product quality, making them hard to replace [7][10]. - Dealmed's revenue from Chinese products has rebounded to over 40%, matching levels seen in 2018, indicating a strong reliance on Chinese manufacturing despite geopolitical tensions [11][12].
最高征1000%关税?外交部措辞再次升级,耶伦很清醒:责任在美国
Sou Hu Cai Jing· 2025-04-21 13:43
美国对华最高征1000%关税,外交部措辞升级,耶伦为中国说了公道话。特朗普政府又对中国发出了怎样的威胁?中方的回应出现了怎样的升级?耶伦又给 中国说了什么公道话? 当然,这样的数字也只是看起来唬人,因为在关税超过商品利润,再怎么往上叠加都没有意义,在美国145%的关税政策下,实际上中美贸易就已经脱钩。 因此美国的又一次炒作关税数字,实际上对中国构不成任何威胁,只是进一步释放出美国的敌意而已。 在这样的背景下,中方的措辞也出现了升级。 4月16日,外交部发言人林剑被问及美国对华加税的数字问题时,提醒记者,具体的税率的数字应该问问美方。 当地时间4月15日,美国发布声明,对中国发出进一步威胁,白宫声称,由于中国采取报复行动,中方出口到美国的货品将面临高达245%关税。 在这之前,中方已经对美国输华商品对等反制征收了125%的关税,并明确表示美国商品已经没有进入中国市场的可能,因此接下来美国再加关税,中方将 不予理会。 结果果然不出中方所料,美国又开始在关税数字上做文章,恰好反映出特朗普政府已经黔驴技穷。 根据美国媒体报道,白宫所谓的245%关税,实际上并不是最新措施,而是此前关税的叠加,因为早在去年8月份,拜登政 ...