World De-Coupling From China Is Proceeding. There Can Be No Doubt 世界与中国的脱联正在继续。毫无疑问



www.forbes.com/sites/miltonezrati/2024/02/24/de-coupling-from-china-is-proceeding-there-can-be-no-doubt/

Most striking in the data is that China has lost pride of place as the biggest exporter to the United States. That distinction now goes to Mexico. Most of this change is due to the independent efforts of American buyers to diversify away from China .. 数据中最引人注目的是,中国已经失去了美国最大出口国的地位。 现在,这种区别属于墨西哥。 这种变化大部分是由于美国买家在中国之外独立努力实现多元化

European figures are less complete, but reports from Berlin’s Statistisches Bundesamt show that German imports from China overall fell some 13% over the past year 欧洲的数据不太完整,但柏林联邦统计局的报告显示,过去一年德国从中国的进口总体下降了约 13%

Japan and South Korea have also disengaged from China, at least to a degree. The statistical interpretation depends on the complex nature of the relations between these two economies and China. Much of their trade revolves around Japanese and South Korean operations set up in China. Japan and South Korea export parts, components, and supplies to their China operations and import the finished products back to their domestic markets. The data on imports from China may not yet be readily available, but Chinese sources indicate that Japanese and South Korean exports to China have fallen, indicating a de-emphasis of their China-based operations. It is also telling that at the same time, Japanese and South Korean exports to the United States, according to Washington’s Bureau of the Census, have increased and now surpass China’s. 日本和韩国也至少在一定程度上脱离了中国。 统计解释取决于这两个经济体与中国之间关系的复杂性。 他们的大部分贸易都围绕日本和韩国在中国设立的业务进行。 日本和韩国向其中国业务出口零部件和用品,并将成品进口回国内市场。 来自中国的进口数据可能尚未公布,但中国消息人士称,日本和韩国对中国的出口已经下降,表明它们不再重视在华业务。 与此同时,根据华盛顿人口普查局的数据,日本和韩国对美国的出口有所增加,目前已经超过中国。

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