美国推动亚太地区供应链重组的态势评估

Assessment of the US Push for Supply Chain Reorganization in the Asia-Pacific Region

自2022年以来,美国加紧推动亚太地区供应链重组,其根本目标是进攻性而非防御性的,即通过将中国排除在关键产品国际供应链之外,迟滞中国经济进步,锁定中国发展空间,进而赢得对华竞争。在具体做法上,美国推动亚太地区供应链重组政策向精细化、务实化、综合化方面转变,从“调整供应链”到“管理供应链”,提供稳定预期;从“供应链弹性”到“供应链成本竞争弹性”,提供激励机制;从“生产基地的转移”到“综合性的工业体转移”,提供配套机制;从“控制链主企业”到“控制超级节点”,转变抓手。短期内,美国确实在亚太地区形成一定程度的供应链重组势头,但长期看,美国并不能让整个供应链摆脱中国的影响,也难以撼动中国牢固确立的亚太地区核心引力。

Since 2022,the United States has stepped up its efforts to promote supply chain reorganization in the Asia-Pacific region,and the fundamental goal of its policy is offensive rather than defensive,by excluding China from the international supply chain of key products,delaying China's economic progress,locking China's development space,and then winning competition against China.In terms of specific practices,the United States promotes the transformation of supply chain reorganization policies in the Asia-Pacific region to be refined,pragmatic and comprehensive.The US builds long-term and stable relationships between enterprises by managing,coordinating,and integrating supply chains.It promotes supplier diversification,it also focuses on reducing inventory redundancy and improving effciency.The United States provides financial,logistics and service support to enterprises moving out of China.The United States controlled chain master enterprises,and currently it controls enterprises in the supply chain super node.In the short term,the United States has formed a certain energy supply chain reorganization offensive in the Asia-Pacific region.However,in the long run,the United States cannot free the entire supply chain from China's influence,nor can it shake China's firmly established core gravity in the Asia-Pacific region.