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新一轮中国出口正在改写“中国制造”的含义A new wave of Chinese exports is rewriting what it means to be ‘Made in China.’

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向右的箭头代表2015年至2025年间中国出口增长的产品,向左的箭头代表中国出口下降的产品。Arrows pointing right representing products that have risen as Chinese exports from 2015 to 2025 and arrows pointing left showing products that have fallen as Chinese exports.

设想一个大量从中国采购的国家。它的贸易逆差已成为政治问题。工厂倒闭,工人失业。

Consider a country that buys heavily from China. Its trade deficit has become a political problem. Factories are shutting and workers are losing their jobs.

解决办法看起来很简单:找出中国售价过低的商品,对其征收关税,并通过新建工厂重建国内产业——这是美国总统唐纳德·特朗普采纳的目标。

The remedy looks simple: identify the goods China sells too cheaply, place tariffs on them and rebuild domestic industry by building new factories – an aim adopted by U.S. President Donald Trump.

2026年3月19日,中国深圳一家工厂,一名员工在电路板生产线上工作。REUTERS/Tingshu WangAn employee works on a production line manufacturing circuit boards at a factory in Shenzhen, China, March 19, 2026. REUTERS/Tingshu Wang
2026年3月16日,中国东莞一家工厂,一名员工在检查印刷电路板。REUTERS/Tingshu WangAn employee inspects a printed circuit board at a factory, in Dongguan, China, March 16, 2026. REUTERS/Tingshu Wang
2026年4月2日,中国东莞一家塑料配件厂,一名员工在生产USB数据线。REUTERS/Go NakamuraAn employee works on USB cables production at a plastic accessories factory in Dongguan, China, April 2, 2026. REUTERS/Go Nakamura

问题在于,中国已成为“制造工厂的工厂”。自2015年以来,中国的工业机器人出口增长超过300%,从美国、德国和意大利制造商手中夺取了市场份额,而这些制造商的出货量已经下降。中国还超越德国,成为全球最大的机床出口国。

The catch is that China has become the factory for factories. Its industrial robot exports have risen more than 300% since 2015, taking market share from American, German and Italian makers, whose shipments have fallen. China has also overtaken Germany as the world’s biggest exporter of machine tools.

2016年12月2日,中国秦皇岛,一名女子在天业通联重工股份有限公司的工厂内工作。REUTERS/Thomas PeterA woman works in the Tianye Tolian Heavy Industry Co. factory in Qinhuangdao, China, December 2, 2016. REUTERS/Thomas Peter
2025年10月8日,阿根廷布宜诺斯艾利斯,中国电动汽车制造商比亚迪举行发布会,参观者观看比亚迪海豹车型。REUTERS/Alessia MaccioniVisitors look at a BYD Seal at the launch event of Chinese electric vehicle (EV) maker BYD in Buenos Aires, Argentina, October 8, 2025. REUTERS/Alessia Maccioni
2019年8月9日,中国深圳,松腾实业(Matsutek)扫地机器人工厂,一名员工在生产线上工作。拍摄于2019年8月9日。REUTERS/Jason LeeAn employee works on the production line of a robot vacuum cleaner factory of Matsutek in Shenzhen, China, August 9, 2019. Picture taken August 9, 2019. REUTERS/Jason Lee
2019年8月9日,中国深圳,松腾实业(Matsutek)扫地机器人工厂,员工们在生产线上工作。拍摄于2019年8月9日。REUTERS/Jason LeeEmployees work on the production line of a robot vacuum cleaner factory of Matsutek in Shenzhen, China, August 9, 2019. Picture taken August 9, 2019. REUTERS/Jason Lee
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