Citi花旗银行：2024年全球通量贸易政治、政策与供应链重构报告（英文版）

Manufacturing supply chains are undergoing a worldwide reshaping, driven by a combination of economics, geopolitics, technology and policy intervention. Underpinning this in recent years has been a growing desire to build resilience to shocks by reducing concentration risk, rising protectionism, and rising geopolitical risks associated with US-China strategic competition. All three of these factors are likely to lead to increased demand to diversify production and import reliance from China.