由 caicai8478 The competitiveness and export strategy of China’s sensitive goods in the Southeast Asian market need to be comprehensively analyzed in combination with regional characteristics, policy environment and market demand. The following is a professional interpretation:
- Definition and scope of sensitive goods
Sensitive goods usually refer to goods that are subject to import and export controls or may cause trade frictions, mainly including:
High-tech products (such as semiconductors, drones)
Dual-use military and civilian goods
Communication equipment involving data security
Specific chemical products
Biomedical products
- Analysis of Southeast Asian market competitiveness
Advantage factors:
Geoproximity: Land channels (such as the China-Laos Railway) reduce logistics costs
Industry chain synergy: The rules of origin accumulation under the RCEP framework enhance competitiveness
Technology gradient difference: China’s technological leadership in 5G, new energy and other fields
Price competitiveness: Compared with Japanese and Korean products, it has a 20-30% cost advantage
Challenging factors:
Policy barriers: localization requirements in Vietnam and other countries (such as the automobile industry needs to reach 40%)
Standard differences: technical barriers such as Indonesia’s SNI certification and Thailand’s TISI certification
Alternative competition: Japan’s brand advantage in the traditional manufacturing industry
Political risks: The impact of the South China Sea issue on the Philippine market
III. Key export strategies
Localized compliance strategy
Establish a certification database for ASEAN countries (such as Malaysia’s SIRIM certification cycle shortened to 45 days)
Establish bonded warehouses in Thailand/Vietnam to avoid anti-dumping risks (such as photovoltaic module cases)
Supply chain reconstruction
“China + 1” model: Establish a semiconductor packaging and testing base in Penang, Malaysia
Use the southbound channel of the China-Europe Express (the time efficiency of the Chongqing-Singapore line is improved by 35%)
Improvement of technical adaptability
Develop tropical version products (such as Huawei’s customized moisture-proof base station for Indonesia)
Payment system docking that meets Islamic financial standards
Government-enterprise collaboration mechanism
Use the framework of the China-ASEAN Digital Economy Cooperation Year
Participate in the customs green channel under the Lancang-Mekong Cooperation Mechanism
IV. Key points of risk prevention and control
Establish a classification management system for sensitive goods (refer to the US ECCN classification experience)
Insure China Export and Credit Insurance Corporation’s political risk insurance policy (coverage rate can reach 95%)
Use blockchain technology to achieve full traceability (Guangxi Pilot Free Trade Zone pilot experience)
Establish alternative market emergency plans (such as fast switching channels in the Middle East market)
V. Data support
In 2022, China’s exports of sensitive goods to ASEAN will grow by 17.3%, higher than the overall export growth rate
China’s share of Malaysia’s electronic component imports increased to 38% (2023 data)
After the RCEP takes effect, Indonesia’s industrial equipment tariff will be reduced from 15% to 5%
It is recommended that companies focus on the target country’s:
Negative list management system (such as Vietnam’s new investment law in 2023)
Local content incentive policy (such as Thailand’s EV 3.5 plan)
Digital service tax collection dynamics (Singapore plans to implement DST in 2024)
It is necessary to pay special attention to the fact that some Southeast Asian countries are strengthening national security reviews. It is recommended to plan FTA origin rules in advance and consider reducing risks through compliance methods such as re-exports from third countries.