(Tokyo News) The export volume of the United States in the first half of this year in the first half of this year surpassed the export volume to China, highlighting the intensified Sino -US trade war and the slowdown of China's economy.This is a long situation.
Asia recently sorted out statistical data from the Asian Secretariat, statistical institutions of various countries, and Asia's statistical agencies, and Asia's Simpan Media reports, from January to March this year, the exports of 10 countries in the Asia Gyanan (about $ 68 billion, or about 90 billion yuanXinyuan) has surpassed the export value to China (about 65 billion US dollars).From April to June of this year, Asia's exports to the United States reached US $ 74 billion, an increase of 11%over the same period last year; Asianan exported to China 71 billion U.S. dollars, an increase of only 3%year -on -year.
The largest export to the United States is the Philippines, as high as 35%; the following is Vietnam (24%) and Malaysia (11%).
The Chief Economic Division of the Bank of the Philippine Islands said that the reasons for the growth of Asia's exports to the United States, including the stable recovery of the US economic stability and the global supply chain in China during the crown disease.
China has been blocked for a long time during the epidemic, which has led many countries to adopt "RESHORE" or "Nearshore" strategy to move production out of China or return to China.
The restrictions on the import of some Chinese products in the United States are also one of the reasons.Taking the export of semiconductors and mechanical products as an example, Washington implemented import restrictions on China's advanced semiconductor in October 2022, making the global supply chain reorganization and reducing dependence on China.
In the second quarter of this year, Vietnam's export of semiconductors and mechanical products in the United States increased by 41%year -on -year; followed by the Philippines, an increase of 36%; Thailand and Malaysia increased by 16%and 9%, respectively.
Vietnam is the main beneficiary of Sino -US trade tensions, attracting many foreign investors, including exporters who seek to be separated from China in the supply chain.
Many semiconductor manufacturers and other technology companies set up factories in northern Vietnam, including South Korea's Samsung, SK Group, and chip manufacturer Hana Micron Vina.
Vietnamese VNDIRECT Securities Research Director Westbrate pointed out that the steady diplomatic relations with Vietnam and the United States and the low -cost but high -skilled labor force in Vietnam also help to expand exports.
He said that the continuously upgraded Sino -US trade war made Vietnam's manufacturing more competitive."No matter who won the US presidential election, this trend is estimated to continue."
Malaysia, Prime Minister Anhua announced in May that it will allocate at least RM 25 billion (about 7.6 billion yuan) to cultivate related talents and enterprises in the semiconductor field in the next five to 10 years.Malaysia also positions itself as a political neutral center of global manufacturers, preparing to increase semiconductor exports to the United States and other regions.
Thailand has been called "Asia Detroit" for the huge automobile industry since the 1960s.With the transformation of electric vehicles in the automotive industry, Thailand is also vigorously developing the semiconductor industry.
