Currently,The U.S.-China gameIt has entered a white-hot stage, and the global economic operation has been contained and suppressed in all directions and in all fields. In this context, there is a deformity in the North American economic framework. According toU.S. Department of CommerceStatistics show that Mexico will replace China as the largest importer of the United States in 2023, with imports reaching more than $475 billion, while China's imports will fall by 20% to more than $437 billion due to repressive and discriminatory policies by the United States. Much of this distorted economic framework stems from the political sensitivity of the United States to Chinese goods, and many American buyers and middlemen have chosen to move transit points to and from MexicoOEM productionand re-import to the United States. However, the premium from these redundant intermediaries has put inflationary pressures on the American people. Although Mexico's transit has a relatively small impact on China, Mexico sharesThe U.S.-China gameGreatCakesIt has sparked anxiety in the country. This situation may not pose a problem in the short term, but if it continues in the long term, it may reduce China's domestic demand and related industries, and increase Mexico's attraction to manufacturing and improvementChainand then reverse hollowing out ChinaIndustrial chain。However, for Mexico to shareThe U.S.-China gameThe concerns are somewhat excessive, especially given the social environment in MexicoInternationalEnvironment. In the process of fighting a war with China, the United States has already transferred some sensitive productsChainReclaiming the country, although we don't know if the U.S. actually makes these industries work domestically, from a policy point of view, the U.S. has shown a clear attitude that the U.S. will stop even if Mexico has the ability to achieve the above goals. In addition, the impact of Mexico's industrialization on China will not be negative, because inThe U.S.-China gameAt this stage, the U.S. crackdown on China is mainly focused on technology and industry, and if Mexico industrializes, the U.S. will readjust its strategic focus. At this time, the pressure on China will be reduced, and its development space will be broader. Therefore, there is no need to worry too much about Mexico's rise, and we should not take China lightlyThe road to revival。What China can do is not something that other countries can replicate, and industrialization and informatization are not simply imitation policies. It is worth mentioning that the ancient Chinese civilization is unique and has achieved a revival and rejuvenation. At the same time,GlobalizationThe opportunities are fading, and China may well be the last country to succeed in modern industrialization.
According toU.S. Department of CommerceMexico overtook China as the largest importer of the United States in 2023, with imports reaching more than $475 billion. At the same time, China's imports fell by 20% to more than $437 billion due to repressive and discriminatory policies by the United States. Mexico's emergence as the largest importer of goods to the United States has triggered a series of changes in the North American economic framework.
However, we should recognize that the appearance of this deformity is related toThe U.S.-China gameThe result is the political sensitivity of the United States to Chinese goods. Many U.S. buyers and middlemen are starting to place transit stations in Mexico, taking advantage of Mexico's geographic location and manufacturing capabilitiesOEM productionand import the goods into the United States. Although this approach increases intermediaries and premiums, exacerbating inflation risks, the United States has opted for this curve import approach in order to avoid the political pressure it faces to import goods from China. It also means that Mexico has sharedThe U.S.-China gameHugeCakes
For Mexico to shareThe U.S.-China gameGreatCakes, sparking anxiety and concern in the country. There are fears that in the long run, Mexico will attract more manufacturing andChain, which in turn weakens China's domestic employment and related industries. However, we should not be overly pessimistic about such concerns. Mexico in society andInternationalThere are some environmental constraints that make it very unlikely that the above goals will be achieved. In addition, inThe U.S.-China gameIn the process, the United States has begun to put some sensitive productsChainTaking back the country, it shows that the United States has a clear attitude and does not allow Mexico to share too muchThe U.S.-China gameofCakes
Mexico, as an intermediary country, is sharingThe U.S.-China gameGreatCakesFaced with the constraints of their own social environment. MexicanGangstersThe problem has always existed and has had a significant impact on the social order in Mexico. Mexico even needs to be relied uponGangstersto maintain the basic order of society, and it also exists militarilyGangstersThe situation of the pursuing ** army. Such a social environment makes Mexico intolerant of large-scale manufacturing and well-developedChain。In addition, Mexico still needs to face many difficulties in order to develop industrialization, including infrastructure construction, technology accumulation, talent training, etc. That said, Mexico is inThe U.S.-China gameshared a part of itCakes, but it won't be able to become a real manufacturing hub in the short term.
Mexico sharesThe U.S.-China gameGreatCakesIt has raised concerns within China that Mexico's rise will weaken China's domestic demand and related industries. However, we should be clear that the impact of Mexico's rise on China is not negative.
First of all, while Mexico may be attracting a portion of the manufacturing sectorChain, but not for ChinaIndustrial chainCause too much impact. InThe U.S.-China gameAt this stage, the U.S. crackdown on China is mainly focused on technology and industry, and Mexico's share is only a small part of it. Moreover, the United States has begun to put some sensitive products during the warChainretracted domestic, which shows that Mexico sharesCakesThere isn't a lot of space.
Second, Mexico's industrialization has had a relatively limited impact on China. Mexico's industrialization may attract some productivity factors, but Mexico still has a large gap compared to China. China has a strong foundation and strength in industrialization and informatization, and it will not be easy for Mexico to catch up with China in this regard. Therefore, Mexico's rise does not pose a threat to China's development prospects.
Finally, Mexico's industrialization is also beneficial for China, because Mexico's industrialization will reduce the pressure on China and expand China's development space. InThe U.S.-China gameAt this stage, China is facing pressure from the United States, mainly in the field of technology and industry. If Mexico industrializes, the U.S. may shift its focus to a "return to the Americas" program and reduce pressure on China. This will provide China with more opportunities and space for development.
To sum up, share with MexicoThe U.S.-China gameGreatCakesThe concern is excessive. Mexico is industrializing and improvingChainThere are many restrictions, and the United States will not let Mexico share too muchCakes。Mexico's sharing will not have a negative impact on China's development, on the contrary, Mexico's rise will be beneficial to China, as it will reduce China's pressure and expand China's development space. Through the Chinese oneThe road to revivalWe should have greater confidence in our own development, not underestimate what China can do, and not worry too much about other thingsThe Rise of Nations。China's success is not just "luck", but a deep historical heritage and a solid foundation. InGlobalizationChina has the opportunity to become the last "modern industrial country" to succeed in getting on the bus.