In recent years, the United States has been taking steps to promote decoupling and chain breaking policies in an attempt to cut ties with Chinese companies. They are set up throughBarriers, remodelingChainand promoting strategies such as "nearshoring" and "friendly shoring" in an attempt to limit the development of Chinese enterprises in the era of globalization. However, Chinese companies did not sit still, and they quickly adapted to these changes through clever strategic adjustments.
Nearshoring is a remedial measure taken by Biden after taking office against friendly shoring. And Friendly Shore Outsourcing isTrumpTimesUnited States**The policy is pursued by incorporating American businessesChainMigrate to low-cost, friendly countries such as India and Vietnam to circumvent regulation and highTariffs。But to the surprise of the United States, Chinese companies have taken advantage of the opportunity to increase their efforts in countries such as Vietnam and IndiaInvestmentsEfforts have rapidly expanded their production and base in Southeast Asia.
Chinese companies have moved their factories to Vietnam and other Southeast Asian countries, circumventing U.S. regulations andTariffs。Some Chinese companies even circumvent the identification of the authenticity of the product by changing the origin or label. This makes China's processing production andRe-exports**The substantial growth has made China the largest manufacturing and ** base in Southeast Asia. However, in the face of the positive response of Chinese companies,United States**Realize that they underestimate the intelligence and determination of Chinese companies when choosing a friendly shoring strategy.
In response to this situation, Biden has promoted a nearshoring model, bringing factories andChainMigrate to countries close to the United States, such as Canada and Mexico. However, Chinese companies are still not to be outdone, and many Chinese car brands and manufacturers are based in MexicoInvestmentsThe construction of factories has promoted China's development of MexicoDirect investmentSignificant growth. This circumstance prompted the United States to intensify its cooperation with Mexico in order to strengthen its efforts against foreign countriesInvestmentsand curb the growth of Chinese companies in Mexico.
According to reports, U.S. Treasury Secretary Janet Yellen and Mexican Treasury Secretary Drao were thereMexico CityAn agreement was reached aimed at strengthening foreign countriesInvestmentsReview of agreements for cooperation. Although China is not explicitly mentioned in the agreement, according to the statements of the US Treasury Department, the agreement is intended to deal with certain foreign countriesInvestmentsRisks that may arise, especially when it comes to specific technologiesCriticalInfrastructure and sensitive data areas. This means that the United States, together with Mexico, will strengthen its efforts against foreign countriesInvestmentsof the censorship, in which Chinese companies are likely to be the focus of their crackdown.
United States**shows that they are interested in Chinese companiesInternationalThe rise in the market is uneasy. They tried to pass the controlChain, especially in theCriticaltechnology and data flow in the field to limit and curb the development of Chinese enterprises. However, this approach not only violates the sovereignty of other countries, but also reflects the changing policy stance of US politicians for their own benefit.
After the success in the Mexican direction, we can't help but wonder about the next move of the United States. It is worth noting that the United States has visited Vietnam several times in recent years in an attempt to elevate the relationship between the two countries to the highest level of comprehensive strategic partnership. Therefore, it can be speculated that the United States may next shift its attention to Vietnam and take similar measures.
Due to Vietnam's geographical proximity to China, the presence and development of Chinese enterprises in Vietnam is even greaterCritical。If the U.S. examines and audits in Mexico, it will include Chinese companies and products originating in MexicoTariffsThe list or sanctions list will be a severe test for Chinese companies. While the situation may be slightly different in Vietnam, if Mexico's access is completely blocked, it will cause a lot of trouble for Chinese companies when they enter the U.S. market. Perhaps we will have to learn from Japan's experience Xi reduce the production of finished products and turn to core components, technologies or materialsQuotientrole to stay competitive in an ever-changing situation.
In the face of the U.S. policy of decoupling and chain breaking, Chinese companies need to be more proactive in responding to the challenges. Chinese companies can reduce their dependence on imported parts by improving their technological level and independent innovation capabilities. In addition, strengthening cooperation with other partner countries and broadening market diversification is also an important countermeasure. In addition, Chinese companies can actively expand into non-US markets and reduce their dependence on the US market to mitigate the impact of decoupling and chain breaking.
At the same time, China should also strengthen the support and guidance for Chinese enterprises, promote the transformation and upgrading of enterprises, and improve the ability of independent innovation and the control of core technologies. In addition, it is also necessary to strengthen cooperation with other countries to jointly respond to the U.S. policy of decoupling and disconnection. This requires China to be inInternationalPlay a more active role on the stage, promote multilateral cooperation, and provide more market opportunities and resource support for Chinese enterprises.
In short, in the face of the U.S. policy of decoupling and disconnection, Chinese companies need to take the initiative to respond and find new ways to develop. In the context of globalization, there are still many ways for Chinese companies to be prepared for risks and actively seek cooperation and innovation to remain competitive.