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墨西哥吸引国际制造业迁移的现状和趋势研判

文章摘要

墨西哥自2023年起已成为美国第一制造业贸易伙伴。全球产业链供应链正在发生重大调整,美国作为全球供应链调整的主要推手,正在布局东西并行的供应链体系。在东半球,美国加速构建以东南亚为核心的供应链;在西半球,美国以“美洲经济繁荣伙伴关系”为抓手,大力发展“近岸外包”“友岸外包”,联合墨西哥等国家构建北美地区的制造中心。美国扶持墨西哥发展友岸外包,已经对我国的“贸易出口、国际竞争、企业外迁”造成了较大冲击。我国应把握中墨贸易动向,深耕亚欧市场,聚焦重点领域优化国内外产业布局。

Abstract

Mexico has been the number one manufacturing trading partner of the United States since 2023. The global industrial chainsand supply chains are undergoing major adjustments. The United States as the main driver of global supply chain adjustment,is laying out a parallel East-west supply chain system. In the Eastern Hemisphere,the United States accelerated the construction of the Asia-Pacific alternative supply chain to China with Southeast Asia as the core;In the Western Hemisphere,the United States takes the “Partnership for Economic Prosperity in the Americas” as the starting point,vigorously develops “nearshore outsourcing” and “friend-shore outsourcing”,and collaborates with Mexico and other countries to build North American manufacturing centers. Through supporting Mexico’s development of outsourcing,the United States has had a great impact on our country’s “trade export,international competition,enterprise outward migration”. I should actively deploy my own global supply chain,grasp the trend of China-Mexico trade,seize the Asian and European markets,and focus on key areas to jointly optimize the industrial layout at home and abroad.

作者简介
顾爽:顾爽,国家工业信息安全发展研究中心工业经济所助理工程师,研究方向为产业链安全、产业外迁。