对等关税来了，五大行业在东南亚近350亿美元的投资怎么办？
<!----><style type="text/css">html{font-size:375%}</style><link href="https://pic.app.58cammp.com/static/publish/css/style.css?v=20240712" rel="stylesheet" position="1" data-qf-origin="/static/publish/css/style.css?v=20240712"><!-- 付费贴--> <div class="preview_article "> <!----> <section style="margin-right: 0.5em; margin-left: 0.5em;"><section style="white-space: normal;"><section><section><section style="border: 0px none initial;"><section style="margin-bottom: 16px; padding: 16px; overflow: auto; line-height: 1.45; border-radius: 3px; background-color: #f7f7f7;"><h5 style="margin-bottom: 0em; outline: 0px; color: #222222; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; letter-spacing: 1.5px; line-height: 1.75em; visibility: visible;"><strong style="font-size: 17px; caret-color: var(--weui-BRAND); color: #333333; letter-spacing: 0.034em;"><span style="font-family: 宋体, SimSun; font-size: 16px; letter-spacing: 0.578px;">一场投资热潮正在涌入东南亚数据中心产业。更快的融入东南亚市场、挖掘当地市场，或将成为这些企业解决燃眉之急的办法。</span></strong></h5></section></section></section></section></section><section><section><section><article><section style="margin-bottom: 0px; white-space: normal;"><section><section style="margin-bottom: 0px; white-space: normal;"><section><section><section style="margin-bottom: 0px;"><section style="text-align: justify;"><p> </p><p><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;">“早上起来群里都在讨论这个（美国征收对等关税），这两年去柬埔寨、越南建厂的人肠子都要悔青了。”储能行业资深人士老K对钛媒体出海参考感慨道。</span></p><p><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;"> </span></p><p><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;">北京时间4月3日凌晨，特朗普正式签署涉及全球各国的“对等关税”行政令。这引爆了中国出海人和跨境人的神经，点燃了沉寂的社交媒体。</span></p><p><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;"> </span></p><p><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;">微信群里各种留言表示，“白去越南了，关税比国内还高”、“在柬埔寨投资朋友厂还在造，现在也不知道该怎么办了”、“对中国征收54%，不知道搞了”、“我们工厂已经去了好几年了，哎，碰到这档子事”.........</span></p><p><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;"> </span></p><p><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;">美国这次推动的全球关税风暴无疑将重创在东南亚设厂的中国企业，但长期看，这或将重塑企业出海的目的。</span></p><p><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;"> </span></p><h2 style="margin-right: 0.5em; margin-left: 0.5em; font-family: 宋体; letter-spacing: 2px; text-align: center; margin-bottom: 0px; white-space: normal;"><span style="font-size: 17px;"><strong style="outline: 0px; letter-spacing: 0.544px; color: #ab1942;"><span style="font-size: 17px; outline: 0px; font-family: 宋体, SimSun; visibility: visible; letter-spacing: 0.578px;">东南亚成为最大受害者</span></strong></span></h2><h3 style="margin-right: 0.5em; margin-left: 0.5em; font-family: 宋体; letter-spacing: 2px; text-align: center;"><img class="rich_pages wxw-img" style="margin-bottom: 0em; outline: 0px; color: #222222; letter-spacing: 0.544px; text-indent: 0em; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; display: inline; visibility: visible !important; width: 677px !important;" src="https://pic.app.58cammp.com/FtMulySzltzTYsnrG5sOS04ySvg4" /></h3><p><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;"> </span></p><p><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;">自特朗普当选美国总统以来，他一直强调美国加征关税的必要性，并暗示过要对全球各国征收“对等关税”。</span></p><p><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;"> </span></p><p><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;">美国时间4月2日，特朗普签署所谓“对等关税”行政令，宣布从4月5日起美国对所有贸易伙伴设立10%的“最低基准关税”，并从4月9日起对美国贸易逆差最大的国家征收更高关税。</span></p><p><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;"> </span></p><p><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;">从美国政府公布的关税清单来看，柬埔寨、老挝、越南和缅甸是本轮被征收关税最高的四个国家，征收比例均超过了40%。整个东南亚地区来看，除新加坡、菲律宾、文莱以外，其余国家被征收的关税均超过了20%。</span></p><p><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;"> </span></p><p><img class="rich_pages wxw-img" src="https://pic.app.58cammp.com/Fl6OpGBsCIP5hQl41Ni0oUqnzvZ-" alt="" width="506" height="517" /></p><p style="text-align: center;"><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; font-size: 14px; color: #b2b2b2;">（图片来自网络）</span></p><p><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;"> </span></p><p><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;">荷兰国际银行分析师Padhraic Garvey和Francesco Pesole在一份报告中同样写道，“受此次关税公告打击最严重的地区无疑便是亚洲新兴市场。”</span></p><p><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;"> </span></p><p><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;">当我们向山海图科技创始人张平询问本轮关税对东南亚短期、中长期影响时，深耕东南亚六年的他表示，“目前看不出来，对越南影响挺大。”</span></p><p><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;"> </span></p><p><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;">美国贸易代表处统计，2024年越南对美国的出口额为1366亿美元，占到越南GDP的29.23%。此次美国宣布对越南加征46%的关税，无疑将影响越南对美出口以及其国家经济。</span></p><p><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;"> </span></p><h2 style="margin-right: 0.5em; margin-left: 0.5em; font-family: 宋体; letter-spacing: 2px; text-align: center; margin-bottom: 0px; white-space: normal;"><span style="font-size: 17px;"><strong style="outline: 0px; letter-spacing: 0.544px; color: #ab1942;"><span style="font-size: 17px; outline: 0px; font-family: 宋体, SimSun; visibility: visible; letter-spacing: 0.578px;">跳板失灵，出海该怎么走？</span></strong></span></h2><h3 style="margin-right: 0.5em; margin-left: 0.5em; font-family: 宋体; letter-spacing: 2px; text-align: center;"><img class="rich_pages wxw-img" style="margin-bottom: 0em; outline: 0px; color: #222222; letter-spacing: 0.544px; text-indent: 0em; font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; display: inline; visibility: visible !important; width: 677px !important;" src="https://pic.app.58cammp.com/FtMulySzltzTYsnrG5sOS04ySvg4" /></h3><p><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;"> </span></p><p><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;">这轮所谓的对等关税不仅对东南亚国家的出口贸易造成影响，还将对在当地投资建厂的中国企业带来一定负面影响。</span></p><p><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;"> </span></p><p><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;">近年来，中国制造业对东南亚国家的投资热度很高。《2023年度中国对外直接投资统计公报》显示，截止到2023年末，中国对东盟制造业的直接投资存量累计达到了568.6亿美元，在东盟设立直接投资企业超 7400 家（包含非制造业）。</span></p><p><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;"> </span></p><p><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;">在这些近万家企业中，不乏一些期待在东南亚建厂生产而后出口到美国、欧洲等市场的企业。</span></p><p><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;"> </span></p><p><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;">2024年某上市公司供应链负责人对钛媒体出海参考透露，为了降低美国对中国商品高关税的影响，他们已经把供应链逐步转向了零部件关税较低的越南、柬埔寨等国家。</span></p><p><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;"> </span></p><p><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;">在这轮全球性的对等关税下，这些通过东南亚建厂再“跳”到美国的中国企业将遭受阵痛。这些企业不得不重新思考出海的方向和目的。</span></p><p><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;"> </span></p><p><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;">钛媒体出海参考筛选汽车、新能源、电子制造、家电、家居五大主流行业，统计出各自行业近些年在东南亚投资额度最高的前十家企业，他们在东南亚投资近350亿美元，他们未来的动作或将引领出海的新趋势。</span></p><p><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;"> </span></p><p><img class="rich_pages wxw-img" src="https://pic.app.58cammp.com/FliywxWtsOHaebdWwC0rGVv1FYsl" alt="" width="669" height="1609" /></p><p><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;"> </span></p><p><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;">借鉴此前被美国反倾销调查影响的光伏企业也不失为一种方法。第一财经曾报道，在被调查的东南亚四国失灵后，其他的东南亚国家、美国、中东，成为光伏企业新的“参考答案”。</span></p><p><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;"> </span></p><p><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;">无论中东、东南亚还是拉美，对等关税下，中国制造业或将真正开启多市场和全球化布局。同时，更快的融入东南亚市场、挖掘当地市场，或将成为这些企业解决燃眉之急的办法。</span></p><p> </p><p><span style="font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;">来源：钛媒体</span></p></section></section></section></section></section></section></section></article></section></section></section></section><p style="display: none;"> </p> <!----></div> 去菲律宾吧:lol 废除美金货币，禁止在各国进行美金交易，禁止进出口老美产品，这样老美死翘翘！ 美国制造业回流注定是铁板钉钉的事，不要说美国人工贵，现在自动化流水线相对来人工需求少，小特在38年前就提出了此政策，绝非一时头脑发热 一棒子打死一大堆
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