Japan Economic News investigates 100 major manufacturing companies in Japan and found that 53%of companies will reduce the proportion of China.86%of the companies have replaced Japan.
According to the Japanese Economic News Chinese website, the survey was conducted in mid -November and received a reply from 79 companies.78%of them believe that the risks of procurement parts from China six months ago have increased.53%of companies say they will reduce the global production ratio purchased from China.Divided by the industry, 60%of the machinery industry and 57%of the automobile and chemical industry claims that they will reduce the purchase.
As for the reason, the survey found that the most was the Taiwan Strait factor, accounting for 80%.In addition, 67%of companies also mentioned concerns about epidemic prevention measures.
According to the data of the United Nations trade and development conferences, the total value of imports from China from China in 2021 was US $ 3.3 trillion.As far as Japan is concerned, the import share from China has reached 26%of the overall.According to data from the Japanese Cabinet Mansion, more than 50%of Japan ’s 2627 products imported from specific countries. Among them, 1133 products such as electronic components and textiles of personal computers come from China.
The survey also showed that it was believed that the enterprises with more than 80%of the dependence of parts and components were 38%, while 86%of the companies listed Japan as a new place for China;In addition, it seems that due to the slow wage growth in Japan, domestic production is more cost -effective than overseas production.
It is reported that the estimation of the OWLS Consulting Group involved in the supply chain strategy shows that if all the components purchased from China have changed all the components purchased from China to the manufacturing costs of the manufacturing costs of procurement from Japan, Thailand and Vietnam, the final product and other manufacturing costsIt will increase about 5.34 trillion yen (the same below, about 53.8 billion yuan).The cost of retreat from China also reached 5.88 trillion yen.
Many companies believe that the de -Chinaization of the supply chain needs to be increasing in parts and raw material inventory in several years.The report quoted a Japanese chemical company saying: "China's important node as a supply chain has embedded the global industrial chain and it is difficult to change quickly."