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为规避关税出走 却面临供应链断层 部分企业重返「中国制造」

2026-09-14 18:45:10 网络 阅读(1)

近年为规避美国高额关税,不少国际企业积极推行「中国加一」策略,将生产与采购转移至东南亚或印度等国。然而,这却带来新的问题。

为规避关税出走 却面临供应链断层 部分企业重返「中国制造」

据《路透》报导,许多业者移转据点后,发现海外厂房难以复制中国成熟的制造生态系,面临技术劳工短缺、供应商网络不完善以及电力供应不稳定等严峻挑战,最终,部分生产订单与供应链已陆续重返中国。

在具体案例方面,位于辽宁丹东的金属铸造业者Dawang Metals副总裁 Heather Kuang 表示,其主要美国农业机械客户先前曾将部分订单转至印度,但在当地遇到生产瓶颈后,近期已携新订单重返中国。

Kuang 指出:「中国的供应链优势依然巨大,很难在其他地方复制国内的生产体系。」

此外,杭州户外家具出口商Jin Chaofeng也关闭了 2024 年在越南胡志明市设立的车间,并于今年将生产线搬回中国。他坦言,在越南极难采购到所需设备,连螺丝与杯架模具等基础零件都必须从中国进口,综合评估整体费用后差异不大,转移厂房实益有限。

美国零售巨头 Target 传出因供应链中断而将部分订单转回中国,快时尚品牌 Shein 也缩减了越南的部分营运。

除了产业链完整度,基础建设与电力稳定度也成为决策关键。波兰包装公司 DST Pack 执行长 Stanislaw Krykun 表示,公司有八成产品由深圳工厂供给。他在目睹合作伙伴在越南面临生产与出口双重挫折后,打消了迁往东南亚的念头,并强调:「若面临任何危机,中国生产基地将是企业最稳定的选择」。

青岛法律顾问Guan Baokui分析,越南与印尼长期面临电力供应不稳定且不连续的问题,全球能源价格波动更令此困境雪上加霜。

尽管越南与印尼等东南亚据点仍持续吸引部分电子及汽车业投资,且电动柜销售商 Yu Yangxian 表示仍会保留约八分之一产能于越南作为避险缓冲,但整体转移热潮已出现松动。

面对即将发表的贸易政策与美中元首会晤,Heather Kuang 坦言出口商早已不抱过高期待,直言:「我们很久以前就放弃对川普抱持希望,不能将生计寄托在他身上,必须靠自己开拓多样化的出口市场以求生存。」

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      "description": "加拿大总理卡尼将于9月15日至17日访问法国斯特拉斯堡和英国利物浦,寻求进一步加强与欧洲的关系,据美国方面13日消息,卡尼此行寻求加拿大获得欧盟「准成员国」特殊地位。",
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    {
      "id": 15648,
      "title": "哈塞特::川普「100%尊重」联准会独立性、通膨降温没必要升息",
      "shortTitle": "哈塞特::川普「100%尊重」联准会独立性、通膨降温没必要升",
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      "createdAt": "2026-09-14T02:49:09.000Z",
      "description": "白宫经济顾问哈塞特表示,川普100%尊重联准会独立性,并认为近期通膨降温、没有升息必要;白宫本周也将讨论AI安全监管。",
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    {
      "id": 15665,
      "title": "川普称美国可能留在伊朗「保留石油」!伊朗战争料「年底前」结束",
      "shortTitle": "川普称美国可能留在伊朗「保留石油」!伊朗战争料「年底前」结束",
      "img": "https://cimg.cnyes.cool/prod/news/6605321/l/32e9bd97246d2fe234c0db6d79883271.jpg",
      "createdAt": "2026-09-14T04:10:02.000Z",
      "description": "川普表示美国可能在伊朗战争结束后继续留在当地并「保留石油」,并预期战事今年内结束;中东局势持续推升油价压力。",
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      "id": 15671,
      "title": "川普称「不担心」习近平取消访美!传美对台140亿美元军售成美中峰会变数",
      "shortTitle": "川普称「不担心」习近平取消访美!传美对台140亿美元军售成美",
      "img": "https://cimg.cnyes.cool/prod/news/6605322/l/7d4f9aa0e015218dd44302f358f39075.jpg",
      "createdAt": "2026-09-14T05:10:08.000Z",
      "description": "川普表示不担心习近平取消月底访美,但传中国警告美国若批准对台新军售,可能取消行程。美中关系再因台湾及伊朗议题升温。",
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    {
      "id": 15676,
      "title": "金砖峰会与南方六国首度接入CIPS 人民币国际支付再扩容",
      "shortTitle": "金砖峰会与南方六国首度接入CIPS 人民币国际支付再扩容",
      "img": "https://cimg.cnyes.cool/prod/news/6605590/l/9d770f4077a3ff3f76554d7303c763da.jpg",
      "createdAt": "2026-09-14T06:10:04.000Z",
      "description": "2026年9月,全球跨境支付体系出现新动态。第十八届金砖国家峰会于新德里落幕,会议明确提出深化金砖国家(BRICS)跨境支付合作,推动成员国本土支付系统互联互通并扩大本币结算规模。",
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      "id": 15677,
      "title": "加拿大深化欧洲关系 寻求欧盟「准成员国」特殊地位",
      "shortTitle": "加拿大深化欧洲关系 寻求欧盟「准成员国」特殊地位",
      "img": "https://cimg.cnyes.cool/prod/news/6605612/l/87c77cb355f5a7e67ab9c3f50c0a483f.jpg",
      "createdAt": "2026-09-14T06:01:34.000Z",
      "description": "加拿大总理卡尼周日(13 日)表示,加拿大正寻求与欧盟建立「独特的联盟」,并将就此展开磋商,但强调加拿大并不打算成为欧盟成员国。此前有消息指出,加拿大正在探索取得欧盟「准成员国」特殊地位的可能性。 卡尼将于 9 月 15 日至 17 日访问法国史特拉斯堡及英国利物浦,寻求进一步强化加拿大与欧洲的关系。据悉,卡尼此行将寻求让加拿大取得欧盟「准成员国」的特殊地位。 来自欧盟与加拿大的官员表示,欧盟对给予加拿大「准成员国」地位的构想持开放态度。这项构想今年稍早由德国总理梅尔茨提出,原先主要针对乌克兰,",
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      "title": "CIPS再扩容!11家外资银行签约 人民币跨境支付加速、港离岸枢纽再升级",
      "shortTitle": "CIPS再扩容!11家外资银行签约 人民币跨境支付加速、港离",
      "img": "https://cimg.cnyes.cool/prod/news/6605473/l/37a05926e608009c975c66775c26ed95.jpg",
      "createdAt": "2026-09-14T06:00:09.000Z",
      "description": "近日,第26届中国国际投资贸易洽谈会于厦门国际博览中心举行,而第二届CIPS跨国银企合作专场活动(CEBEC)同期举办。 活动上,人民币跨境支付系统(CIPS)与11家外资银行直接参与者签约,标志着CIPS全球服务网络迎来新一轮扩容,并正式发布CIPS跨境保函产品,向综合金融服务迈出关键一步。 本次签约的11家外资银行中,来自卢安达、土耳其、乌兹别克、马尔地夫、马来西亚、乔治亚六国的金融机构,是首次纳入CIPS外资直接参与者体系。此外,签约名单还包括来自吉尔吉斯、南非、香港、澳门等国家和地区的外",
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    {
      "id": 15688,
      "title": "辉达愈来愈依赖大客户 3家就贡献44%营收",
      "shortTitle": "辉达愈来愈依赖大客户 3家就贡献44%营收",
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      "description": "辉达(NVDA-US) 营收规模急速膨胀,但客户结构也明显朝少数大型买家集中。根据 The Information 报导,截至今年7月的本财年上半年,辉达已有三家客户各自贡献超过10%总营收,三者合计占比高达44%,凸显公司对大客户的依赖程度持续升高。 相较之下,上一财年辉达仅有两家客户合计贡献36%营收;而在2023财年,甚至没有任何单一客户占总营收比重超过10%。随着AI资料中心需求爆发,辉达营收高速成长之际,客户集中度也同步攀升。 资料中心暴增 大客户重要性升高 客户结构快速集中的背后,与",
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      "id": 15689,
      "title": "联准会升息预期升温推升美元 亚币普遍走弱、日元维持7个月高位",
      "shortTitle": "联准会升息预期升温推升美元 亚币普遍走弱、日元维持7个月高位",
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      "createdAt": "2026-09-14T07:10:03.000Z",
      "description": "受市场对美国联准会本周升息预期大幅上升影响,美元强势走高,亚洲货币周一(14日)普遍对美元走弱。然而,由于市场押注日本银行(BOJ)将加速紧缩货币政策,日元表现相对坚挺,维持在接近7个月的高位附近。",
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      "id": 15690,
      "title": "川普表态「乐见」爱尔兰统一!英首相:北爱尔兰脱英公投不在考虑范围",
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    "description": "企业避关税出走后,因海外缺乏技术劳工与完整供应链,陆续将生产转回中国。
业者在海外面临零件采购困难且总成本落差小,选择关闭厂房重返中国。
东南亚国家面临供电不稳定问题,使电力供应可靠的中国成为更稳定的选择。",
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