香港科技大学：2025全球供应链报告（摘要）（英文版）（15页）.pdf

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1、Global Supply Chain ReportFebruary2025Electric VehicleSummarySolar PVApparelMedical Device1Global Supply Chain Report February 2025HKUST LI&FUNG SUPPLY CHAIN INSTITUTEMajor Forces Shaping Global Supply Chains1.Geopolitics and trade protectionismGeopolitical tensions between countries have escalated

2、in recent years,significantly reshaping supply chains across industries.As countries increasingly prioritize national security and supply chain sovereignty,we expect a shift towards more localized and regional supply chains.Trade tensions and protectionist policies,such as tariffs and import restric

3、tions,as well as political instability,can disrupt the flows of goods,leading to increased costs and delays.This will encourage companies to diversify their supply sources and invest in domestic production capabilities to mitigate risks,thereby leading to the reconfiguration of trade routes.In the m

4、edical device industry,conflicts like the Russia-Ukraine war and the Middle East war have limited the supply of critical raw materials,disrupted the transportation of goods and raised cybersecurity concerns,prompting companies to reassess their sourcing strategies to mitigate risks.In the electric v

5、ehicle(EV)industry,countries are striving to establish self-reliant EV ecosystems,with policies such as the US Inflation Reduction Act(IRA)and the EUs Critical Raw Materials Act aimed at reducing dependency on China.In the solar energy sector,US tariffs and anti-dumping and countervailing duties(AD/

6、CVD)on Chinese solar products have led to shifts in manufacturing to Southeast Asia and other regions,with Chinese companies like JinkoSolar,Trina Solar,LONGi,and JA Solar relocating production to countries like Cambodia,Malaysia,Thailand,and Vietnam.Likewise,in the apparel industry,the China-US tra