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凯捷:汽车供应链专题报告:追求长期弹性(英文版)

  • 2024年03月12日
  • 50 金币

According to our survey findings, the proportion of supply obtained from offshore locations has fallen by 22 percent over the past two years. This has contributed to an improvement in supply chain resilience, as evidenced by increased market confidence and a reduction in order backlogs. We expect this trend to accelerate, driven by regulatory and government policy, in particular that pertaining to the growing adoption of electric vehicles (EVs) and semiconductors.

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