Kunpeng Project
India and Mexico have benefited at the same time, and the "big picture" layout of American companies has taken shape
At the moment of strategic diversification, Vietnam, Mexico, Vietnam and other places have become popular places for foreign investment. In fact, this is a normal ** chain flow, and domestic experts said that no matter how it flows, China's ** chain is still the main center. In fact, Made in India is a typical example, most of their key components are still imported from China, which shows that the current situation of supplying from China is not widespread.
At this time, many foreign companies began to have the idea of winning over China's ** chain.
For example, in order to set up a factory in India, Apple actively helped Chinese ** companies to pass the approval in India. For them, this is the most direct way to save costs and time, otherwise they can only be on their own"Commander of the lamppost", it is difficult to quickly establish its own iPhone production chain** in India. iPhone production chain.
It's no accident that Apple has this way of working, and Tesla has this way of working. Initially, when they planned to set up a factory in India, they asked India to approve the entry of China's ** chain, but India refused, and India then gave Tesla some preferential treatment in the form of reduced tariffs. It is believed that Tesla has given up on attracting the best business to its team. Unexpectedly, Tesla repeated the mistake in Mexico.
According to foreign reports, with the advancement of Tesla's Mexico Gigafactory project, Musk has sent relevant invitations to Chinese companies, hoping that they will set up factories in Mexico to replicate the chain system of the Shanghai factory and maintain Tesla's low-cost advantage. At the same time, Musk also intends to apply the ** chain of the Shanghai factory to the American factory not far away. According to market news, a number of Chinese companies are interested in responding to Tesla's invitation to set up factories in Mexico.
In this case, Chinese companies can indeed run at both ends in India and Mexico, which also allows Chinese companies to play the next plate"Big chess"。
Let's start on the positive side, because from a rational point of view, Tesla, Apple and others invite manufacturers on the ** chain to follow them to build factories, which also favors orders from Chinese companies. What's more, in the case of some countries constantly hyping up Chinese-made parts and components, it would be better for them to set up factories elsewhere to circumvent sanctions. At the same time, manufacturers should continue to strive for the development of globalization and provide more products on a global scale, only in this way can they have a greater living space abroad.
Well done, of course, but also about the drawbacks. First, if Chinese companies follow the first point, they will become overly dependent on one company, because they are fundamentally setting up factories for companies, because excessive pricing power will be in the hands of others. The second is the construction of the ** chain, if the local regulations are not very friendly to Chinese companies (for example, Cook brought in India's ** chain), isn't it for nothing to build a platform for others? In short, if the U.S. company doesn't suffer, then the author says that this is a big game for the Chinese company.
Of course, it's not that we can't cooperate, but we have to evaluate it carefully, and we have to have a certain degree of voice, otherwise we may become"Lamb"。What are your thoughts on this? Comment, like, and share!