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"title": "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」",
"shortTitle": "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」",
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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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"content": "<p>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。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6605869/l/fbb8a753c0365b8d3d08202dadbfcc0e.jpg\" alt=\"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」\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>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。</p>\n\n<p>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。</p>\n\n<p>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。」</p>\n\n<p>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。</p>\n\n<p>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。</p>\n\n<p>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」。</p>\n\n<p>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。</p>\n\n<p>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。</p>\n\n<p>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。」</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/hour/article-15689.html\" 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\">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</a></li>\n <li><a href=\"/hour/article-15695.html\" title=\"日央行高层警惕「非线性」通膨冲击 预期本周将再度升息\">日央行高层警惕「非线性」通膨冲击 预期本周将再度升息</a></li>\n <li><a href=\"/hour/article-15665.html\" 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\">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</a></li>\n <li><a href=\"/hour/article-15707.html\" title=\"〈陆股盘后〉 午后两市快速走低 三大指数下跌\">〈陆股盘后〉 午后两市快速走低 三大指数下跌</a></li>\n <li><a href=\"/hour/article-15671.html\" 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\">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</a></li>\n <li><a href=\"/hour/article-15678.html\" 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\">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</a></li>\n </ul>\n</div>",
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