美国商业协会在《中国新工业政策》报告前言中警告，国际社会应对中国日益深入的国家干预式产业政策的时间窗口是“有限”而非无限；该组织与咨询机构Rhodium Group的分析指出，中国正将产业政策从特定行业扩展为覆盖制造、服务和前沿技术的“全产业政策”，并通过出口管制与监管与经济胁迫强化全球供应链主导权。报告认为，西方在多次预警后仍回应不足，全球已从“低成本制造”阶段走向“供应链结构重塑”，美国商务与安全层面的分流策略正在被挤压。
中国报告称其货物贸易顺差自2019年以来已翻倍至约2万亿美元，表明高技术含量产品与国内替代化加速；文中提到其市场份额在化工、机械、工业设备、电动汽车与清洁能源等领域持续上升，并将目标从战略性行业进一步扩展到整个工业生态，包括生物制造、核聚变能源与脑机接口等前沿方向。趋势关键在于：中国企业对外部市场依赖与全球布局同步扩大，正使更多关键产品链条出现“依赖深化”。
另据数据，前五百家中国企业到2024年海外收入占比平均达47%，与美企集团水平接近；这意味着中国企业正在以外部销售支撑其全球影响力并提升产业韧性。Camille Boullenois将其对德国等高端制造国的威胁称为“真正威胁”，Jörg Wuttke则特别警告日本和韩国等制造与出口导向经济体风险最高，欧元区亦受人民币对欧元强势关系与中国过剩产能的挤压。若各国延迟应对，文章预计产业格局在“几年内”会明显改写。
The US Chamber of Commerce, in the preface to a report by the Rhodium Group, warned that countries have only a finite window to respond to China’s expanding state-led industrial intervention. The report says Beijing is shifting from sector-specific policies to an all-encompassing “industrial policy of everything,” including manufacturing, services, and frontier technologies, and using export controls, regulation, and economic coercion to deepen dependence on Chinese supply chains. The Chamber argues that governments have repeatedly received warnings but still reacted too slowly, and that diversifying away is becoming harder as U.S.-China tension rises.
China’s goods trade surplus has doubled to about US$2 trillion since 2019, signaling a move up the value chain and stronger substitution of domestic products for imports. The report says China has gained market share in chemicals, machinery, industrial equipment, electric vehicles, and clean energy, while its policy scope is broadening into higher-value industrial ecosystems, explicitly including biomanufacturing, nuclear fusion energy, and brain-computer interfaces. The data trend is that global reliance on Chinese inputs is no longer limited to a few sectors but spreads across an expanding set of critical products, while trade and policy tools are used to lock in long-term positioning.
The share of total revenue from overseas markets among China’s top 500 firms reached about 47% in 2024, roughly matching that of US groups, showing Chinese firms are increasingly powered by sales outside China. The report and cited experts link this to a strategic threat to advanced industrial economies such as Germany, and especially to manufacturing-export systems in Japan and South Korea; Jörg Wuttke described the European context as vulnerable amid a strong euro versus renminbi and persistent Chinese overcapacity. Camille Boullenois said China is rapidly eroding remaining technological edges in chemicals, autos, machinery, and robotics, warning that the industrial landscape could look very different within just a few years.