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在中美关税协议达成后,中国工厂还需要东南亚吗?After the US-China tariff deal, will Chinese factories still need Southeast Asia?

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多年来,中国制造商将东南亚视为降低中国制造商品面临的美国高额关税风险的一种途径。但华盛顿和北京提出的新一轮关税削减可能会削弱这一激励,从而可能改变该策略的经济性。

For years, Chinese manufacturers have viewed Southeast Asia as a way to reduce exposure to higher US duties on goods made in China. But a new round of tariff cuts proposed by Washington and Beijing could weaken that incentive for some products, potentially changing the economics of the strategy.

根据新的中美贸易委员会,价值300亿美元的商品清单上超过90%的中国产品——主要是玩具和家居用品等日常消费品——将会……

Under the new US-China Board of Trade, more than 90 per cent of Chinese products on a list of goods worth US$30 billion – mostly everyday consumer items, such as toys and household goods – would return...