QUOTE(9m2w @ Dec 10 2025, 12:27 PM)
Some ppl see consumer goods and i guess its fine thats the most visible part of their export.
But this runs deeper than consumer goods, its whole sale replacement of the value chain from A to Z from local and or european choices to PRC. Machinery, raw material, semi finished components, industrial consumables, tools, jigs, fixtures etc
So when the whole ecosystem has been scorched and its conquered by China and they are now in the position of absolute dominance including setting a price what then?
Again this isnt some company out inovating by introducing a killer IP or a manufacturing company applying something new like JIT or LEAN to gain a competitive edge its literally overproducing and relying on loans, extended supplier credit lines and minimal export rebates and burning up already low to non existent cash reserve to flood the market and hoping the other side dies first.
In some cases its foolish as some of these manufacturers just started and do not enjoy the reserves as some of the bigger conglomerates in this region. Just starting to make money go scorched earth
If what China is doing has nothing to do with capability, smarts or experience.....and is purely "
relying on loans, extended supplier credit lines and minimal export rebates and burning up already low to non existent cash reserve to flood the market and hoping the other side dies first", why can't the rich Western nations or corporations do it also? They can print money endlessly, they control all the technology and patents, they claim they "taught China everything", and they have so many low-income countries willing to do the super-subsidized-manufacturing for them to beat China. So go ahead and over-produce their own over-capacity, and beat China at their own game la. Why need to go back to China with tail-between-legs and ask China to sell Rare earths and to buy their now-unwanted AI chips?
If China "stole EV's from Tesla", why is every Western country so scared of BYD/Geely/Xiaomi until need to ban here and there? Tesla is worth 5x of BYD+Xiaomi and had 1st mover advantage in electric cars, but BYD/Xiaomi is banned from Tesla's home country while China happily hosts Tesla's BIGGEST Gigafactory in Shanghai.
India started making Iphones for Apple in 2017, and now after 8 years of "decoupling from the evil CCP" they now make......a paltry 25%. Yeah, I'm sure skills,education and capability has nothing to do with it. Also, speaking about stealing from the West.....