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EconoScope | Why China remains central to global chains of industries despite tariffs_我的网站

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一 | IH靠近下沿IH加权近两个月以来围绕中短期均线震荡运行，本周逐步向震荡区间下沿靠拢。量能方面，成交量处于低位，持仓量整体有所下滑。

二 | (ECNS) -- More than a year after the United States imposed reciprocal tariffs on Chinese goods, many multinational companies that shifted production to Southeast Asia are moving parts of their supply chains back to China, underscoring the country's enduring manufacturing advantages. A report by The New York Times cited Alliance Consumer Group (ACG), a Texas‑based flashlight maker, which invested heavily in factories in Thailand and Vietnam after the 2025 tariff hikes. The company found China's manufacturing ecosystem difficult to replace, with flashlights from Chinese producers sometimes priced lower than ACG's shipping costs from Southeast Asia. ACG COO Phil Laster said the experience highlights a broader challenge: while production can be relocated, China's integrated industrial ecosystem remains difficult to replicate. China's strengths include its comprehensive supply chain, world‑class infrastructure and efficient logistics. In Xidian Town, Zhejiang Province, about 60% of the world's flashlights are produced, supported by nearby Ningbo‑Zhoushan Port. China is also the only country with all industrial categories listed in the UN system, leading production in more than 220 of over 500 major industrial products. Infrastructure plays a critical role. According to data from the Ministry of Transport of China, the country hosts eight of the world's top 10 busiest ports by cargo throughput, supported by China‑Europe freight trains and multimodal transport. ACG found costs 12% to 15% higher leaving Southeast Asian ports compared with China, due to weaker supply chains and logistics. China's efficient business environment has also drawn praise. In June, the Sino-Saudi Gulei Ethylene Complex Project in Fujian Province, a large single ethylene production facility by capacity, completed a major construction milestone. Faisal Al-Faqeer, Chief Executive Officer of Saudi Basic Industries Corporation (SABIC), lauded streamlined approvals and project management during construction of the Sino‑Saudi Gulei Ethylene Complex. Stable electricity supply further strengthens competitiveness, especially as fuel shortages in Southeast Asia have pressured factories. Investment data reflects the trend. In 2025, newly established foreign‑invested enterprises in China rose 19.1% year‑on‑year. In the first half of 2026, nearly 4,800 foreign‑invested companies expanded investment. For multinationals, while production can shift, China's integrated ecosystem — combining complete industrial chains, infrastructure and logistics — remains unmatched. (By Gong Weiwei) 。指标方面，均线系统缺乏明确的方向指引，MACD指标快慢线在零轴附近黏合。综合分析，IH加权近期偏弱运行，关注后续突破方向。IM上冲未果IM加权反弹至60日均线遇阻回落。量能方面，回落过程中成交量一度放大，持仓量延续下滑态势。指标方面，中短期均线向下运行，60日均线走势偏弱，MACD指标快慢线反弹至零轴一...。