很悲伤啊,福特要裁人减产了?搬到国外去?不是吹牛说TARIFF 会让工业回流吗?

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cigna
楼主 (北美华人网)
tariff 起到相反的作用了。 上次听说波音要把生产线放到墨西哥去,现在又听说福特要从美国搬走?可能吗?难道是做好了再运回美国?整个车难道不用付关税?没想明白。


系统提示:若遇到视频无法播放请点击下方链接
https://www.youtube.com/embed/s3ayJDmtqdI?si=6ld2weYvR_FLz4bQ
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happyhappy1
两周前听NPR news,ford不是信誓旦旦说要在美国加大投资建厂吗?
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weiyixia
这来回折腾,估计把这些决策者都弄晕了,byd不久前 才买了ford在brazil的厂子,正在扩建新厂呢。 这不ford又要往外建厂?
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shenandoah1
这是加关税的时候,砖家们早就预测到的事情。
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cigna
这来回折腾,估计把这些决策者都弄晕了,byd不久前 才买了ford在brazil的厂子,正在扩建新厂呢。 这不ford又要往外建厂?
weiyixia 发表于 2025-05-18 20:18

新闻上也是说各个行业现在都有点糊涂,都在翘首以待看看怎么弄新的布局。好像是说和PARTS 的供应链来源相关。
fake news

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Aoisiniy
哎...........
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cigna
happyhappy1 发表于 2025-05-18 20:16
两周前听NPR news,ford不是信誓旦旦说要在美国加大投资建厂吗?

加价不就行了吗? 反正是美国人买单, 但上次看到有人分析说这样连进口的英国车都比美国国产车便宜。
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EvenOdd
回复 1楼 cigna 的帖子
<会让工业回流吗?>
可能吧!我希望如此。 很可能必须先完成一些具有挑战性的工作。 一种以中国供应为中心的新形式的全球化。?

Q 供应链本地化
供应链本地化将是下一步中国出海企业特别要重视的一个方面;原因有很多,一是很多国家在扶持自己的产业,对于外资企业"本地化"有越来越高的要求;二是受地缘政治影响,中国一些企业如果想去到欧美市场,要么在欧美布局供应链,要么需要去到越南、墨西哥 、土耳其等国布局供应链;三是从成本角度考虑,布局供应链长远看也有优势。
中国正在由"世界工厂"朝着"去世界开工厂"的方向发展;典型的如比亚迪,这家中国新能源汽车的头部企业已经或计划在泰国、匈牙利、巴西、墨西哥设厂;也有电商平台SHEIN,其扶持的供应链在土耳其、巴西布局了工厂。中国出海企业,通过扶持了当地供应链、解决当地就业,可以获得当地政府和民众的更大支持,出海之路因此走得更长远。
全球化,是在各个国家和市场实现本地化。真正的全球化,包括管理全球化、产品研发全球化、服务体系全球化、销售全球化、品牌营销全球化、渠道全球化、财务全球化等;本地化,就是把这些方方面面进行本地落地实践。随着中国企业在全球产业链的位置不断提升、出海成为了共识和基础能力;由浅入深、中国出海企业一定会探索出越来越多本地化的成功经验。
UQ
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cigna
回复 9楼 EvenOdd 的帖子
这个风险很大吧,做生意最需要的就是当地政治稳定了,一旦打仗和制裁,血本无归。相当于把鸡蛋放别人的篮子里去照顾了。
剔透玲珑
楼主看完这个video 了吗?内容和标题完全不符
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EvenOdd
回复 9楼 EvenOdd 的帖子
这个风险很大吧,做生意最需要的就是当地政治稳定了,一旦打仗和制裁,血本无归。相当于把鸡蛋放别人的篮子里去照顾了。
cigna 发表于 2025-05-18 20:33

Q It''s difficult to pinpoint the exact number of Chinese manufacturers that set up operations in the US last year, as specific data on individual companies is not readily available. However, China Briefing reports that the number of Chinese-owned companies in the US was around 5,000 as of the end of 2022. The growth rate of Chinese firms entering the US market has been consistent, increasing by 8% annually over the past five years. Additionally, Tianyuan Garments Co. recently acquired a plant in Little Rock, Arkansas, making them the first Chinese manufacturing company to manufacture clothing in the US. 
While there''s no specific number for last year, this data suggests a steady stream of Chinese manufacturers establishing a presence in the US. 
UQ
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yaya12345
以前全球化布局,想其他国家生产运到美国,现在发现一旦战争或者时局变化就会造成产业链断掉,被卡脖子。一些产业链搬回来是必然,缺点是成本太大。
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EvenOdd
EvenOdd 发表于 2025-05-18 20:40
Q It''s difficult to pinpoint the exact number of Chinese manufacturers that set up operations in the US last year, as specific data on individual companies is not readily available. However, China Briefing reports that the number of Chinese-owned companies in the US was around 5,000 as of the end of 2022. The growth rate of Chinese firms entering the US market has been consistent, increasing by 8% annually over the past five years. Additionally, Tianyuan Garments Co. recently acquired a plant in Little Rock, Arkansas, making them the first Chinese manufacturing company to manufacture clothing in the US. 
While there''s no specific number for last year, this data suggests a steady stream of Chinese manufacturers establishing a presence in the US. 
UQ

Q Chinese firms race to open US factories to avoid sky-high ... South China Morning Post https://www.scmp.com › Economy › China Economy 27 Apr 2025 — Chinese exporters in a slew of industries are setting up US facilities to escape crippling tariffs – but doing so is often far from easy.
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mykid2008
一声叹息
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EvenOdd
EvenOdd 发表于 2025-05-18 20:46
Q Chinese firms race to open US factories to avoid sky-high ... South China Morning Post https://www.scmp.com › Economy › China Economy 27 Apr 2025 — Chinese exporters in a slew of industries are setting up US facilities to escape crippling tariffs – but doing so is often far from easy.
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福特美国制造商有可能被比亚迪美国制造商(如果存在的话)击败。 因为即使进口时加征关税,某些零部件在中国生产也会更便宜。而且比亚迪拥有自动化制造技术。
我只是猜测。

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Automation at BYD Factory - by TP Huang Substack · TP’s Substack 10+ likes · 1 year ago BYD uses the most advanced painting robots here and has achieved 100% automated painting process. It uses 131 welding robot in its welding line ... UQ
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westlake
国家政策一天一变,人家敢加大投资建厂才怪