特朗普政府的关税政策未能如预期将制造业工作机会吸引回美国。根据供应链数据平台Altana的分析，尽管制造业产出在近六个月实现增长，但美国制造业就业仍在继续下降，工业自动化被认为是主要原因[1]。Altana首席执行官埃文·史密斯在播客采访中指出，关税实施以来中国对美出口占比虽有所下滑，但来自越南、墨西哥、加拿大和马来西亚等第三国的进口反而增加，而溯源数据表明这些商品的最终来源仍是中国[1]。
美国采购经理人指数在关税初期有所下降，但过去五至六个月已回升至50以上，表明制造业活动出现复苏[1]。与此同时，Altana宣布收购AI平台Cervo AI，以增强其海关经纪业务的自动化能力[1]。中国在自主系统相关价值链组件中占据约90%的控制权[1]。
Data from supply chain analytics platform Altana reveals that tariff policies have not achieved their intended goal of bringing manufacturing jobs back to America.[1] According to Altana CEO Evan Smith, who discussed the findings in a recent podcast interview, Chinese goods have instead been rerouted through third countries including Vietnam, Mexico, Canada, and Malaysia, with supply chain tracing showing these products still originate from China.[1]
The disconnect between tariff policy and job creation reflects broader economic trends in the manufacturing sector.[1] While U.S. manufacturing output has grown over the past six months, employment in the industry has continued to decline, indicating that industrial automation rather than tariff protection is driving production increases.[1] The U.S. Purchasing Managers' Index initially dropped following the implementation of tariffs but has since rebounded above 50 over the past five to six months, signaling manufacturing sector growth.[1] Since the so-called "Liberation Day" tariffs took effect, direct Chinese exports to the United States have decreased proportionally, but this has been offset by increased imports from third countries that serve as transshipment points for Chinese-origin goods.[1]
In related developments, Altana announced the acquisition of Cervo AI, a platform specializing in customs brokerage automation, to enhance its capabilities in this sector.[1] China maintains control over approximately 90 percent of the value chain components related to autonomous systems.[1] Meanwhile, the U.S. government has launched the "Drone Dominance" initiative, committing billions of dollars to domestic drone manufacturing.[1]
