Source: Taiwan Economic Daily
Economic Daily News
Facing the new crown virus epidemic, countries have sacrificed the super bailout revitalization plan. Although it may be urgent to avoid economic collapse, the long -term impacts caused by some scars have begun to emerge.Careful response.
After the outbreak of the new crown epidemic, medical public health and even general supplies were in various countries. Small queuing to buy, and large threats to the life of medical staff.Governments of various countries have made every effort to mobilize and improve, but the troubles continue to exist.This situation has aroused questioning of economic globalization. It is believed that the globalization in the past 30 years has continued to deepen, but it has led to the high degree of OFF-SHORE, which has lost work opportunities and the production capacity of basic supplies.In the risk of supply chain break chain.In particular, it is believed that economic globalization is the main cause of globalization of epidemic.The consequences caused by this reflection are that they have begun to appear in the claims of RE-SHORING, economy self-sufficient, and wait for globalization to shout that globalization is dead.
It is undoubtedly mainland China.The most commonly used example in the near future is that China accounted for only 4%of global commodity output during the SARS epidemic in 2003. With the progress of globalization, 17 years later, it has increased to 16%. ThereforeBoth followed.Hubei in the hardest hit area is a global automobile component town. So after the sea in Hubei, the auto manufacturers from Japan, South Korea to Germany, and Italy also stopped production or reduced production.In the past, China had provided half of the demand for global masks and personal protective gear. This global shortage has made China carry the original sin of globalized sinner.The European Union is another serious injury; the new crown epidemic has a profoundly creampiece and weakness of the EU government. All countries can only ask for blessing scars. In the future, the integration of the EU should only adversely affect.
Taiwan is also one of the biggest beneficiaries of economic globalization.If it is not global, Taiwanese businessmen will not include a majority of laptop, motherboards, semiconductor, functional fabrics, sports shoes, and other achievements that we are proud of.It is definitely a victim.
Globalization was scarred before the new crown epidemic.The gap between the rich and the poor and the failure of governance, or the risk of the South China Sea, North Korea and the United States, and the risk of geopolitical conflict, and even see the opportunities brought by new technology, all have a certain degree of globalization.As for.Trump's election in 2016 is a masterpiece to go global thinking.However, there are many plausible arguments due to de -globalization claims caused by new crown pneumonia.For example, under the global outsourcing production architecture, not only is it good and cheap, but most of the profits are eventually taken away by advanced countries.It also worships the Globalization to allow advanced countries to monopolize global intelligence, finance, and digital economy to higher education markets.
More importantly, the challenges of going global or self -sufficient in the post -new crown period.Taking masks as an example, Taiwan ’s daily capacity of nearly 2 million pieces before the epidemic, and now produces 20 million tablets.Mainland China has earned a global mask economy. Nissan capacity has exceeded 200 million pieces. The monthly production capacity of a single month is close to the entire annual production capacity (5 billion pieces) in 2019. In addition, the number of investment in various countries and the excess of global masks in the new championship eraIt is just an example of self -sufficiency in pursuit of self -sufficiency.
In short, globalization has cost costs, but it is not a solution to completely abandonment.However, the reshaping of the global supply chain may be unavoidable.The self -sufficiency rate of various countries in the post -new crown era may reflect the adjustment of the supply chain layout, such as the source of decentralized supply of the enterprise, the reduction of outsourcing, and deep cultivation in the local market.It is a relatively reasonable countermeasure.
Therefore, in the post -New Crown era, Taiwan has a heavy obligation on the one hand. It is necessary to work with like -minded countries to avoid economic globalization and continue to be hit. His government and industry must prepare for the changes in the supply chain.
Be careful, because de -globalization is often connected to de -Sinicization, and because the changes in the supply chain can be easily understood as leaving China, this narrow interpretation will make the industry and the government cannot accurately propose effective response.Don't care about it.
