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China emerges as key supply hub in ASEAN+3 production network, says regional research institute_蜘蛛资讯网

ks have evolved from a Japan-centered hub into a denser, more interconnected architecture anchored by China," it said, noting that this was supported by China's expanding manufacturing capacity, logis

。　　金益腾则认为，本次地缘冲突有望为中国化工崛起再添动能，行业景气长期逻辑持续强化。受本轮能源危机冲击，全球化工企业开工率大幅下滑，但终端刚性需求并未消失，当前行业正经历全球范围的大规模去库周期。待地缘冲突缓和后，全球化工行业将迎来确定性的补库行情，叠加市场期待的终端需求回暖，化工品盈利有望改善。长期维度来看，危机加速海外产能出清，中国化工全球份额与盈利中枢双升。2022—2025年间，欧洲化工

esilience, the institute said in its ASEAN+3 Regional Economic Outlook 2026."From the supply side, regional production networks have evolved from a Japan-centered hub into a denser, more interconnecte

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