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制造業回流美國,沒有想象中那麽容易

美媒根據《美國制造業回流指數》篤定:美國將在2025年實現超84%的美國企業部分或者全部回流其制造業務。我個人認為,大選將至,美國現任總統又拿前任總統的業績來畫餅了。

美前總統為制造業回流做了啥?

美前總統上臺後,致力於重振美國制造業,他提出了壹系列的政策和計劃。圍繞著推動制造業回流,在貿易、稅收、監管等方面進行調整,希望重新將具有競爭力的產業引回美國。

他采取各種手段保護本土生產者,比如懲罰中國進口貨物加征關稅,談判美墨加北美自由貿易協定,以及退出跨太平洋夥伴關系等等。此類行動助力美國的制造業變得更具吸引力,並使本土公司不再僅僅只考慮成本優勢去外包生產。

他槍槍打中我們中國的痛點,比如:禁止華為購買芯片、禁止華為使用安卓系統、導致華為在市場占有率短暫位列世界第壹後,急劇下降。畫餅讓臺積電等芯片代工企業赴美建廠,讓世界所有芯片代工企業都捏在美國手裏。禁止先進光刻機對華出口,導致中國芯片設計發展,止步3納米。懲罰中國高校,讓中國高端制造業人才無法出國留學和正常回流。

他提出減少企業稅負、疏解運營及生產過程中的各種阻礙,同時使企業更容易獲得財政資金支持。這不僅讓美國企業將制造業回流國內,甚至還吸引了壹部分中國企業赴美建廠。他提出政府采購美國優先,這又促使壹部分產品的生產在美國形成完整供應鏈。

所謂制造業回流有局限性

美國的所謂制造業回流其實本身就是壹張大餅,有很大的行業局限性。在美國制造業中,壹些高技術含量或高附加值的產業相對容易回流,如航空、汽車、芯片、計算機等行業。這些行業具有技術密集性、創新能力強以及對資本、人才、技術等方面的需求大等特點。

而在壹些勞動密集型的產業,例如輕工業、紡織業等,則面臨著更大的困難。這是因為勞動密集型行業的生產成本過於依賴於廉價勞動力,如果要回流,成本將顯著上升,難以維持當地競爭力。此外還需要考慮到供應鏈、設施建設等問題,以及長途跋涉可能引入風險和延遲等問題。

選民之所以支持制造業回流,是希望能夠獲得工作崗位,但是美國搞的所謂制造業回流,產生的崗位其實和大多數學歷水平壹般的美國人沒有任何關系。

現任總統拿前總統的業績來畫餅

美國現任總統在制造業回流上幾乎沒做任何事,他采取的行動幾乎沒有任何的創見,就是躺在前任總統的業績上。他的“1.9萬億美元的經濟刺激計劃”,其實就是因為出現通貨緊縮,不得不向市場投放資金。因為通貨緊縮,美國的就業崗位不僅沒有增加,反而因為企業經營困難而有所減少。

他提議的“提高公司稅率和加強打擊假冒偽劣貨物等措施“號稱是保護本土制造業,其實就是壹個口號,美國正常法制運行下,這些工作本來就要進行。但是,加稅的做法,讓很多赴美建設工廠的企業大呼上當。

所以,這個時候美媒說制造業回流取得成效,歌頌美現任總統的業績,其實是前總統的。為了選票,拿前任的業績來畫餅和前任總統,繼續競爭馬上來臨的選舉,也是有點滑稽。

英文版:"Over 80% of US manufacturing will return in three years?" The achievement of the former president is now being boasted about by the current president.

According to the "US Manufacturing Reshoring Index," U.S. media is convinced that over 84% of American companies will partially or fully reshore their manufacturing operations by 2025. Personally, I think that with the presidential election approaching, the current U.S. president is boasting about the achievements of the former president again.

What did the former U.S. president do for the reshoring of manufacturing?

After taking office, the former U.S. president was committed to revitalizing American manufacturing and proposed a series of policies and plans. He made adjustments in trade, taxation, regulation and other areas aimed at promoting reshoring of manufacturing, hoping to bring competitive industries back to the United States.

He took various measures to protect domestic producers, such as imposing tariffs on Chinese imports, negotiating the USMCA free trade agreement between the United States, Mexico, and Canada, and withdrawing from the Trans-Pacific Partnership. These actions helped to make American manufacturing more attractive and led domestic companies to no longer only consider cost advantages when outsourcing production.

He hit the pain points of China, such as prohibiting Huawei from purchasing chips and using the Android system, which caused Huawei's market share to decline rapidly after briefly ranking first in the world. He invited TSMC and other chip foundries to build factories in the United States and brought all chip foundries in the world under America's control. He prevented advanced lithography machines from being exported to China, causing China's chip design to stagnate at 3 nm. He punished Chinese universities, making it difficult for top-notch talent in China's high-end manufacturing industry to study abroad and return home normally.

He proposed reducing corporate tax burdens, eliminating various obstacles in the operation and production process, and making it easier for businesses to obtain financial support. This not only allowed American companies to reshore manufacturing domestically, but also attracted some Chinese companies to build factories in the United States. He proposed government procurement with "Buy American" priority, which promoted the formation of a complete supply chain for some products in the United States.

The so-called reshoring of manufacturing has limitations.

The so-called reshoring of manufacturing in the United States is actually a big pie with significant industry limitations. In the US manufacturing sector, some industries with high technology content or high added value are comparatively easy to reshore, such as aviation, automotive, semiconductor, computer and other industries. These industries have characteristics such as technology intensity, strong innovation ability, and large demand for capital, talent, technology, etc.

However, in some labor-intensive industries, such as light industry, textiles, they face greater difficulties. This is because the production cost of labor-intensive industries is too dependent on cheap labor. If they want to reshore, the cost will significantly increase, which will be difficult to maintain local competitiveness. In addition, supply chain, facility construction and other issues need to be considered, as well as risks and delays that may be introduced by long-distance transportation.

The reason why voters support reshoring of manufacturing is to obtain job opportunities, but the jobs created through the so-called reshoring of manufacturing in the United States actually have nothing to do with most average-educated Americans.

The current president is using the achievements of the former president to boast.

The current President of the United States has done almost nothing to bring back manufacturing, and his actions have been largely uncreative, relying on the achievements of the former president. His $1.9 trillion economic stimulus plan was simply a response to deflationary pressures that required market intervention. However, due to deflation, employment in the United States not only did not increase but actually decreased due to ongoing difficulties in business operations.

His proposal to "raise corporate tax rates and strengthen measures to combat counterfeit goods" is purportedly designed to protect domestic manufacturing, but is actually just a slogan. These are works that should have been carried out under normal legal procedures in the United States. However, the practice of raising taxes has left many enterprises that intended to build factories in America feeling deceived.

Therefore, when the American media praises the effectiveness of bringing back manufacturing, they are essentially singing the praises of the achievements of the former president, not the current one. Claiming credit for the achievements of the previous administration in order to win votes and compete in the upcoming election is somewhat ridiculous.