The United States has sacrificed a series of taxation and disable measures to China's high -tech products since late September, and then the wave of industrial decoupling is launched.Analysis of the international supply chain logistics management platform industry analysis, considering costs and industrial complexity, China and the United States can only be decoupled between China and the United States, but the dual system of the high -tech industry has been formed. In the next five to ten yearsThe regionalization of the main is also imperative.
From September 27th, the United States has levied 100%tariffs on Chinese electric vehicles, a 50%tariff on solar cells, and 25%tariffs on steel, aluminum, electric vehicle batteries and key minerals.From 2025, tariffs on Chinese semiconductor and solar cells will also increase to 50%.
In addition, the US Department of Commerce announced on September 23 that will prohibit the use of connected China and Russian hardware in the United States.Electric, self -driving cars , the ban will take effect from 2027.
Analysis generally believes that the United States' move to strengthen the decoupling of China will also shake the global supply chain layout.
Liang Kangyi, Director of the International Supply Chain Innovation Products of Global High -tech Manufacturing Supply Chain Management Services, was invited at a symposium on Tuesday (October 1) at the Symposium held at the East Asia Research Institute of Taiwan Politburo to "from the globalEconomic Development Perspective of China's supply chain changes "delivered a special speech.
She said frankly when accepting a question from the joint Morning Post reporter that from the perspective of the international supply chain manager, China and the United States in the supply chain to polarization are "currently formula".Taking the artificial intelligence (AI) industry as an example, when the United States launched ChatGPT, China has developed a number of brands such as Baidu and Tencent rapidly, which has a strong competitiveness. The AI industry has formed two major global systems.
But Liang Kangyi believes that due to the limitations of complex factors such as manufacturing costs and industrial interdependence, there can only be "limited decoupling" between China and the United States, which will focus on high -tech industries.
In the speech, she was judged in the speech and was affected by factors such as geopolitics and production costs. In the next five to ten years, the international supply chain is imperative.
Liang Kangyi pointed out that China is still in the world to create leaders in the world, and the core position in the global supply chain is quite stable. Through official policy support, it has promoted the "new three of the new three types such as electric carrier cars, lithium -ion batteries and solar batteries."Products, and the information and communication industry will definitely become the pillar of China's supply chain.
However, she believes that China will not give up the foundry industry such as iPhone manufacturing, because this is an important source of economic growth after all.
But Liang Kangyi also reminded that the tariffs and review systems under the trade protection policies of various countries will be the biggest test of China's export industry.In addition, as China's production costs have continued to rise in recent years, industrial movement is an indisputable fact. These are all challenges in China.
Revolutionary Dahara is the supply chain technology management platform service company authorized by Foxconn Technology Group. Focusing on the upstream of the manufacturing industry from raw materials to finished products, and downstream from finished products to terminal consumers, the full -end supply chain integration.On time, it has 155 service bases around the world, with a warehousing area of more than 2.5 million square meters, and was selected as the top 10 private logistics companies in mainland China last year.
