美國的困境：為什麼不能從中國撤軍？
・未來與中國的合作也是不可避免的。
・波音、蘋果、特斯拉零件採購網絡
我們為您帶來日文版中國網發表的文章摘要。
US magazine “Forbes”: December 16th
An article titled “Why US manufacturing cannot withdraw from China” was published.
US-China decoupling hits US manufacturing:
The threat of US tariff hikes and geopolitical instability is growing.
US manufacturers cannot avoid “pressure to decoupling from Chinese companies.”
1. However, US manufacturers have not withdrawn from China at all.
2. Even with trade friction, the US cannot break away from China.
Relationship between US companies and China’s special economic zones:
It is difficult for the US and many global companies to leave China.
That is the relationship with the special economic zones established by the Chinese government in the 1980s.
The case of Shenzhen: China’s largest special economic zone
Shenzhen aimed to attract foreign investment and accelerate industrial growth.
1. Before being designated a special economic zone in 1980, Shenzhen was a small fishing village.
2. Now, as of 2024, it has grown into one of the world’s top 10 financial centers.
Shenzhen is the “Silicon Valley of China”:
In 2023, Forbes ranked it among the top 10 cities in terms of number of billionaires.
1. It is the headquarters of global companies such as Huawei and Tencent.
2. Shenzhen is home to a concentration of skilled workers, economic investment, tax incentives, and suppliers and logistics infrastructure.
US Geological Survey mineral commodity list:
The US Geological Survey released a list of 50 mineral commodities important to the US economy in 2022.
1. The US imports 26 of the 50 minerals from China.
2. Critical raw materials are used in energy production, communications technology, transportation, and national defense.
They are essential for a variety of products, including cell phones, computers, EV batteries, missiles, and weapons.
China’s monopoly on critical raw materials:
1. China is competitive because it has access to critical raw materials at low cost.
2. The U.S. is highly dependent on Chinese companies for parts procurement and manufacturing.
Boeing’s sourced parts:
China has been certified as a supplier of parts for all Boeing commercial aircraft.
Boeing announced that China is manufacturing parts and modules for more than 10,000 Boeing aircraft.
Apple’s sourced parts:
Apple has relocated some of its Chinese factories to Southeast Asia and India.
However, many of the critical parts of its final products are still sourced from China.
Tesla’s sourced parts:
Tesla manufactures cars in the U.S., but 40% of its EV battery suppliers are Chinese companies.
Biden Administration’s Concerns:
1. The Biden administration has offered trillions of dollars in tax incentives to restore American production.
2. Building an ecosystem like China’s special economic zones will require decades of investment.
Going forward, even if something is directly or indirectly “Made in China,” that will be a reality that the United States must acknowledge.
https://www.sz.gov.cn/jp_szgov/business/news/content/post_11907797.html
Shenzhen is a global technology hub :
and is sometimes called China’s Silicon Valley.
It is home to many tech companies, including:
DJI：Made Shenzhen the center of the world’s drone manufacturing
Huawei：One of China’s biggest software companies and a Fortune Global 500 company
Tencent：One of China’s biggest software companies and a Fortune Global 500 company.
Tencent is known for its mobile games and social media and messaging app, WeChat
ZTE：A well-known electronics company in Shenzhen
Other companies in Shenzhen include:
China Ping An
BYD
China Merchants Bank
Vanke
Shenzhen Investment Holdings
SF Express
China Electronics
Luxshare Precision
Here are some tech companies in Shenzhen that have been featured in Forbes：
Shenzhen Goodix Technology：
A company that develops and sells touchscreens, including fingerprint sensors and touch controllers for mobile phones and tablets. In 2020, it was listed in the Forbes Global 2000 and Asia’s 200 Best Under A Billion.
Shenzhen Kstar Science and Technology：
A company that makes energy-related products, including charging stations for electric vehicles, energy-storage facilities, and data centers.
Shenzhen Yinghe Technology：
A company that produces and services automated production equipment for lithium-ion, polymer, and power batteries. In 2019, it was listed in Asia’s 200 Best Under A Billion.
Shenzhen O-Film Tech：
A company that produces optical optoelectronic products, including digital camera system infrared cut filters.