Editor's note
Under the superposition of multiple factors such as the game between China and the United States, the epidemic, and the conflict between Russia and Ukraine, the United States and its allies are seeking to restructure their supply chains, and have obvious intentions to shift from offshore outsourcing to friendly shore outsourcing with the help of the India Pacific strategy. Preventing decoupling and opposing the construction of small courtyards and high walls are important parts in building a new development pattern in China. On June 30, the Yangtze IDEI held a bimonthly forum to discuss the theme of Trends and Influences of Global Industrial Chain Restructuring.
This article is a sharing of the research on the overseas layout of Japan's industrial chain by Ding Ke, director of the Asian Economic Research Institute. He first reviewed the effectiveness of Japan's China + 1 strategy, then analyzed the two major models gradually formed by Japanese enterprises' cooperation with China in the global supply chain, and finally looked at the future trend of US led offshore outsourcing from the perspective of Japan, and made three judgments on it. The following is the full text of his speech:
