美中貿易戰與新冠肺炎疫情對全球供應鏈韌性之影響:兼論台商赴印度投資之分析

Building Supply Chain Resilience in worldwide after US-China Trade War and Covid-19：Analysis of Taiwanese Firms’ investment in India

陳安琪(An-Chi Chen)

指導教授 ： 李文瑞

國立臺北商業大學/財經學院/貿易實務法律暨談判碩士學位學程/碩士(2022年)

摘要

美中貿易戰雖然僅於兩國之間發生爭端，其爭端已經對全球市場以及供應商造成影響，供應鏈因關稅清單而導致成本上升，美國對中國的依賴也暴露出過度依賴單一國家的風險。美中之間爭端停戰之時，從中國開始爆發新冠肺炎疫情，全球連帶陷入疫情的影響，確診率以及死亡率持續上升，一連串的隔離以及封城措施導致供應鏈斷鏈。隨著供應鏈斷鏈成為大家必須解決的問題，衍伸出供應鏈韌性的重要性。日本、澳洲以及印度三個國家也在疫情的嚴重影響之下，提出供應鏈韌性倡議，旨在歷經風險後如何調整供應鏈韌性，以達到安全、彈性的供應鏈。

本研究為探討企業在美中貿易戰以及新冠肺炎疫情下對供應鏈的影響，能夠以何種供應鏈調整來達到供應鏈韌性。運用國際組織以及官方政府等提供的歷史文獻以及數據資料分析，找出其中的影響以及問題。本研究以兩種調整策略觀點出發，認為供應鏈除了降低成本的考量以外，也應布局能夠降低風險，提高安全的供應鏈，因此以中國作為比較對象，比較與美國、日本、歐洲以及印度之間的差異以及布局考量。透過策略調整供應鏈，以達到多元、安全且韌性的供應鏈。

關鍵字

美中貿易戰 ； 新冠肺炎疫情 ； 供應鏈斷鏈 ； 供應鏈管理 ； 供應鏈韌性

並列摘要

The US-China trade war is a dispute between the two countries, however it has already affected the global market and suppliers. Due to the tariff lists, the supply chain increased costs, and the United States was exposed to the risk of over-reliance on a single country. When the dispute between the United States and China ceased, the outbreak of the COVID-19 began in China, and the world was affected by the pandemic. The rate of confirmed cases and confirmed death continue to rise, and a series of measures of quarantine and lockdown led to supply chain disruptions. As supply chain disruption has become a critical issue for everyone to solve, which reveals the importance of supply chain resilience. Japan, Australia and India put forward the “Supply Chain Resilience Initiative (SCRI)", which aims at how to adjust the supply chain resilience after those risks, so as to achieve a diverse, safe and flexible supply chain.

This study explores what kind of supply chain adjustments companies can achieve supply chain resilience under the impact of the US-China trade war and the COVID-19 on the supply chain. Use the historical documents and data analysis which are provided by international organizations and official governments to find out the impacts and problems. This study is based on two adjustment strategies, in addition to the way of reducing costs, the supply chain should also adjust to reduce risks and improve security. Therefore, comparing the differences and deployment considerations between China and other countries, including the United States, Japan, Europe and India. Adjust the supply chain strategies to achieve a diversified, safe and resilient supply chain.

並列關鍵字

United States and China Trade War ； COVID-19 ； Supply Chain Disruption ； Supply Chain Management ； Supply Chain Resilience

參考文獻

Book

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