【随着CEO们将生产撤出亚洲，美国工厂建设得热火朝天（彭博中英文）】导读：新冠疫情迫使企业重新审视供应链。一位将生产从亚洲撤出的高管说：“这只是出于经济考虑。” 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.
来源：彭博社
转自：格致产业发展
金融界一直认为，在美丽国高管中掀起的供应链缩短和生产回流的热潮终将是黄粱一梦。一旦疫情开始消退，这股热潮也将褪去。
And yet, two years in, not only is the trend still alive, it appears to be rapidly accelerating.
然而，两年来，这一趋势不仅仍然存在，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%.)
彭博社整理报道，一份财报电话会议发言评述显示，亚洲长期以来是跨国公司首选的制造中心，最近一波严格的静默管控令人不安，CEO们正着手计划迁移生产，他们频繁提到向岸（onshoring）、回流（reshoring）或近岸（near shoring），大刀阔斧之势更甚于疫情爆发后的前六个月（与疫情前相比，相关报道增加了10倍以上）。
01、回家
Supply chain shifts get more attention during corporate presentations.
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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.
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