天天看點

【随着CEO們将生産撤出亞洲,美國工廠建設得熱火朝天(彭博中英文)】導讀:新冠疫情迫使企業重新審視供應鍊。一位将生産從亞

作者:陳思進

【随着CEO們将生産撤出亞洲,美國工廠建設得熱火朝天(彭博中英文)】導讀:新冠疫情迫使企業重新審視供應鍊。一位将生産從亞洲撤出的高管說:“這隻是出于經濟考慮。” 本文翻自彭博社文章:《US Factory Boom Heats Up as CEOs Yank Production out of China》。

There has been a sense in financial circles that the fever among American executives to shorten supply lines and bring production back home would prove short-lived. As soon as the pandemic started to fade, so too would the fad, the thinking went.

來源:彭博社

轉自:格緻産業發展

金融界一直認為,在美麗國高管中掀起的供應鍊縮短和生産回流的熱潮終将是黃粱一夢。一旦疫情開始消退,這股熱潮也将褪去。

And yet, two years in, not only is the trend still alive, it appears to be rapidly accelerating.

然而,兩年來,這一趨勢不僅仍然存在,而且似乎正在加速。

Rattled by the most recent wave of strict Covid lockdowns in China, the long-time manufacturing hub of choice for multinationals, CEOs have been highlighting plans to relocate production -- using the buzzwords onshoring, reshoring or nearshoring -- at a greater clip this year than they even did in the first six months of the pandemic, according to a review of earnings call and conference presentations transcribed by Bloomberg. (Compared to pre-pandemic periods, these references are up over 1,000%.)

彭博社整理報道,一份财報電話會議發言評述顯示,亞洲長期以來是跨國公司首選的制造中心,最近一波嚴格的靜默管控令人不安,CEO們正着手計劃遷移生産,他們頻繁提到向岸(onshoring)、回流(reshoring)或近岸(near shoring),大刀闊斧之勢更甚于疫情爆發後的前六個月(與疫情前相比,相關報道增加了10倍以上)。

01、回家

Supply chain shifts get more attention during corporate presentations.

……

02、更好更便宜

To Kevin Nolan, the CEO at GE Appliances, all this fretting about high costs in the US is overdone.

……

全文:網頁連結

【思進免責聲明】本号緻力于“好文”推送,并對文中觀點保持中立,所發内容僅供學習、參考、交流之目的。文章來自網絡,感謝原作者,版權歸原作者或機構所有,若涉及版權問題,煩請留言聯系,侵删。

【随着CEO們将生産撤出亞洲,美國工廠建設得熱火朝天(彭博中英文)】導讀:新冠疫情迫使企業重新審視供應鍊。一位将生産從亞
【随着CEO們将生産撤出亞洲,美國工廠建設得熱火朝天(彭博中英文)】導讀:新冠疫情迫使企業重新審視供應鍊。一位将生産從亞
【随着CEO們将生産撤出亞洲,美國工廠建設得熱火朝天(彭博中英文)】導讀:新冠疫情迫使企業重新審視供應鍊。一位将生産從亞

繼續閱讀