少年派的奇幻漂流

Shenzhen's 'one-kilometer' supply chain draws global buyers for AI hardware_我的网站

A |     (ECNS) -- Shenzhen's Huaqiangbei electronics market, known as "China's Hardware Silicon Valley," has received an average of nearly 8,000 foreign buyers a day so far this year, according to the Huaqiangbei Subdistrict Office.    Its dense “one-kilometer” supply chain allows more than 100 types of components to be sourced within a day and prototypes to be produced within a week.    As of July 2026, AI products accounted for 61% of electronics in the district, up from 41% in 2025. Sales across AI product categories rose more than 55% year on year in the first seven months.    Sales of AI glasses doubled, while those of drones and robots grew by 60% to 70%. AI plush toys that can recognize users and remember past interactions have also gained popularity among children overseas.    The core trading area is home to more than 115,000 business entities and offers around 1.1 million types of electronic components. At a printed circuit board manufacturer in Shenzhen’s Futian District, an in-house AI system has cut prototyping costs from 500 to 800 yuan ($74 to $118) to about 20 yuan ($3), while reducing delivery time from around a week to as little as 12 hours.    (By Intern Yang Hongran, Zhang Dongfang)                    。    8月25日消息，过去几年多家PC厂商因为美国关税的缘故将生产基地外迁，主要流向了东南亚等国，然而现在他们又要回归中国制造了，成本优势是东南亚的工厂没法比的。    据Digitimes报道，随着大型笔记本品牌将大规模生产重新转移到中国大陆境内，泰国、越南的电脑生产将会遭到严重打击。

B |     推动这一转变的原因主要是美国关税的调整，美国法院判定之前的关税违法之后，新的替代关税影响有限，但更重要的是东南亚的生产基地在发展多年之后依然不够成熟，制造成本高于中国工厂。    这个成本差距达到了9美元，虽然听上去不多，但笔记本生产代工本身就是微薄利润，售价300美元的产品毛利率只有3-10%美元，因此9美元差不多就是全部利润了，搞不好还会赔本，东南亚的工厂生产是追不上中国制造的优势的。    调整产能分配涉及的主要厂商是惠普、华硕及宏基，影响的主要是代工大厂广达、英业达的泰国工厂，及仁宝、纬创的越南工厂，转回的主要方向则是国内的重庆、昆山。    戴尔、苹果及联想三家PC品牌的调整不大，他们要么是走高端市场，要么是美国官方的订单较多，不可能再往国内工厂下太多订单了。

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