Recently, I have seen a lot of news that many factories in Vietnam have stopped working, labor costs have increased, and the preparations for opening factories in the past in China have been lost. Southeast Asia ready to collapse across the board? If this news is really bad news, why is it said?
Let me briefly explain my personal views for you:
1. First of all, the current form of domestic manufacturing is not optimistic, and the industry believes that this situation is very well understood.
2. Many people think that the current environment is not good because of the epidemic and labor costs, many low-end labor-intensive industries have shifted to Southeast Asia with lower labor costs, so that domestic orders have been greatly reduced, but they always believe that those enterprises cannot find a suitable supply chain in Southeast Asia, and sooner or later they will return to China, because the mature supply chain is not cultivated in three years.
3. The problem is that there are no orders in Southeast Asia, which is completely inconsistent with the expectations of many people in the industry, and no orders and orders are two different things.
If the above news is true, then the winter of manufacturing has not really begun, and the bigger and more difficult challenges can be said to have just begun. Manufacturing partners, you can't stand up to it?
