2023年8月11日,中國西京研究院院長趙建撰文「誰在坐食『去中國化』的紅利?」,文章指出,美國推動全球供應鏈去中國化,在過程中產生了巨大的外溢效應,促使資金、訂單、人才、產業鏈等流向中國的競爭對手。
新加坡
香港一向都比新加坡佔有優勢,但隨著供應鏈去中國化,資本和私人財富一併從香港和內地轉移到新加坡,讓新加坡超越香港成為亞洲最重要的金融中心。
東南亞、印度、墨西哥和加拿大
中國的產業鏈和訂單外移,主要流向東南亞和印度等新興國家、尤其是墨西哥,凴著與美國接壤的地理優勢,取代中國成為美國最大的貿易夥伴。
美國
特朗普上任後便與中國開打貿易戰,但沒有實現目標,反而拜登政府聯合盟友,利用國際政治手段,成功推動供應鏈去中國化。美國本土再工業化和製造業回流取得很大進展,2022年以來製造業投資創下歷史新高,製造業投資正大量回流美國。
美國推動的供應鏈去中國化,明顯地違反國際貿易公平原則,但為何世界各國都好像禁若寒喧?非也,他們並不是怕得罪美國,正如趙建所說,他們是中美鷸蚌相爭下的既得利益者,把中國產業鏈這個大蛋糕分了,坐享漁人之利,賺得盆滿缽滿!


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