DHL看到更多中国制造商将生产转移到境外,甚至到墨西哥、土耳其 - 彭博社
Danny Lee
11月14日的Tobias Meyer。摄影师:Paul Yeung/BloombergDHL集团看到越来越多的客户正在寻找替代制造地点,从东南亚一直到墨西哥和土耳其,因为公司希望减少对中国作为全球生产中心的依赖。
“我们确实看到贸易模式发生了变化,”DHL首席执行官Tobias Meyer在接受彭博电视采访时表示。“我们看到中国+1,将注意力转向中国以外的替代制造地点,”他指的是中国制造商推动在本国境外建立至少一个工厂的举措。
国际贸易模式的转变可能有助于像DHL这样的物流公司,因为它跟随客户,利用其网络沿着全球贸易路径连接各个点,包括在世界各地的多个货运枢纽,包括香港。
过去几年,公司一直在努力寻找方法来管理供应链中的风险,无论是在大流行相关的出口中断之后,还是因地缘政治紧张局势和贸易限制。与此同时,自特朗普时代以来美国对一系列中国商品征收的关税推动一些企业将供应链转移到东南亚或墨西哥等地。
观看:DHL首席执行官Meyer讨论全球地缘政治问题和高利率如何影响物流公司的业务。他还分享了DHL在亚洲的战略。
“我们的许多客户正在寻找在东盟、墨西哥和土耳其设立业务的地方,”迈耶说道,指出中国电动汽车公司涌向欧洲的情况。“这些转变正在发生。对于许多制造公司来说,这是一种新模式,我们会作为物流服务提供商跟随这些制造公司,”他说。
随着美国总统乔·拜登和中国领导人习近平准备在本周晚些时候在旧金山亚太经合组织峰会的间隙会晤,迈耶表示希望世界上两个最大经济体能够缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地缓解地缓和地