Reuters reported on Wednesday (November 12) citing four informed sources that General Motors has instructed thousands of suppliers to clean up parts from China in their supply chains. This reflects the increasing dissatisfaction of car manufacturers with geopolitical interference in their operations.
Insiders say that General Motors executives have been urging suppliers to seek sources of raw materials and components outside of China, with the ultimate goal of completely relocating the supply chain out of China.
According to some informed sources, General Motors has set a deadline of 2027 for some suppliers to terminate their procurement relationships with China.
According to insiders, General Motors issued relevant instructions to some suppliers as early as the end of 2024, but this spring, with the escalating trade war between China and the United States, this work has become more urgent.
According to informed sources, General Motors executives have stated that this move is part of the company’s overall strategy to enhance the resilience of its supply chain.
The geopolitical tensions between China and the United States have put the top executives of the automotive industry in a state of emergency for a long time. US President Trump’s occasional imposition and cancellation of tariffs, as well as industry concerns about potential rare earth bottlenecks and computer chip shortages, have prompted several car companies to reassess their relationship with China. China has long been an important source of automotive components and raw materials.
In response to Trump’s policy of encouraging investment and job creation, car manufacturers and component suppliers have taken the lead in expanding their production scale in US factories. But industry executives say they also feel that the US China relationship is undergoing cross party, long-term adjustments, and some companies are weakening the supply chain ties that have been formed with China for decades.
暂无评论内容