市場調查報告書

冠狀病毒爆發:對於複雜全球供應鏈的影響與其後展望

Coronavirus Outbreak: Impact On Complex Global Supply Chains and Beyond

出版商 MarketLine 商品編碼 931504
出版日期 內容資訊 英文 19 Pages
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冠狀病毒爆發:對於複雜全球供應鏈的影響與其後展望 Coronavirus Outbreak: Impact On Complex Global Supply Chains and Beyond
出版日期: 2020年03月31日內容資訊: 英文 19 Pages
簡介

世界經濟前所未有的全球化,因此遏止新型冠狀病毒傳染病 (Covid-19) 傳染的措施對於各地區、產業帶來了極大的影響。特別是隨著中國快速的經濟成長及改革開放政策,中國市場與全球經濟緊密連結,中國產品在各產業皆佔有很大的比重。因此,因冠狀病毒傳染病造成的流通網路中斷,導致了全球供應鏈的龐大混亂。供應鏈的複雜化,也是增加其脆弱性、造成混亂擴大的因素之一。

本報告研究新型冠狀病毒傳染病 (Covid-19) 的發生及流行對全球供應鏈的影響,彙整全球供應鏈現況及問題點、冠狀病毒的影響幅度及持續期間、對整體經濟的影響度、各產業 (製造業、運輸業等) 的詳細趨勢及差異、未來影響規模及方向性等情報。

第1章 概要

  • 背景情況
  • 摘要

第2章 經濟全球化強化了中斷與混亂

  • 中國:與全球經濟高度融合
  • 福島第一核電廠事故:突顯出過度仰賴單一市場的問題
  • 颶風瑪莉亞:顯露了美國靜脈注射 (IV) 袋供應鏈中的缺陷
  • 新型冠狀病毒傳染病:影響將較SARS更為顯著

第3章 冠狀病毒將對全球脆弱的供應鏈產生重大影響

  • 困境中的汽車產業:面臨越來越大的壓力
    • 疫情爆發的影響:可能迫使進一步企業重整
  • 消費性電子產品製造商:將經驗1個月的延遲
  • 疫情爆發突顯了製藥產業對於中國製原料的依賴

第4章 全球交通產業:面臨龐大混亂

  • 海運產業:全球貿易基幹
    • 遭受相繼解約之苦的企業
  • 航空貨物:儘管影響較小但仍面臨混亂

第5章 改善未來全球供應鏈的經驗教訓

  • 供應鏈的回復力對於避免混亂而言至關重要
  • 拉丁美洲及亞洲的製造據點可受益

第6章 附錄

  • 縮寫和字首語一覽
  • 資料來源
  • 參考文獻

第7章 分析師提問

第8章 關於MarketLine

目錄
Product Code: MLCS0001-001

Summary

As coronavirus continues to spread globally, it is becoming clear that the economic backlash of the outbreak will be colossal. The world economy is more globalized than ever and as a result the spread of the virus and the measures taken to contain it have become highly disruptive to fragile global supply chains. This case study explores how the outbreak has affected global supply chains, the industries which will be the worst hit and what action can be taken to improve supply chains to prevent major disruptions in the future.

Key Highlights

To understand the impending economic impact of coronavirus through its disruption of global supply chains, it is important to appreciate how deeply integrated the global economy is. Since 2000, globalization has sped up at a fast pace, transforming the global supply chain. The ability to access global markets for manufacturing has led to choke points within certain industries, an issue which has been highlighted due to both natural disasters and disease outbreaks in the past. The outbreak of coronavirus and the implementation of quarantines and travel bans as a result, have once again exposed just how heavily global supply chains depend on Chinese manufacturing.

While the devastating toll of the ongoing outbreak on human lives is clear, it is now becoming apparent that the economic fallout will also be significant. China, often referred to as the 'workshop of the world', is a manufacturing giant, as a result the disruption caused by factory closures and export restrictions has had a knock-on effect in multiple markets globally. The automotive, electrical and pharmaceutical industries have been amongst the worst hit, due to their highly complex, globally integrated supply chains. While the impact of disruptions is already being felt, the true devastation caused by the fragility of these supply chains is yet to be seen.

While the devastating toll of the ongoing outbreak on human lives is clear, it is now becoming apparent that the economic fallout will also be significant. China, often referred to as the 'workshop of the world', is a manufacturing giant, as a result the disruption caused by factory closures and export restrictions has had a knock-on effect in multiple markets globally. The automotive, electrical and pharmaceutical industries have been amongst the worst hit, due to their highly complex, globally integrated supply chains. While the impact of disruptions is already being felt, the true devastation caused by the fragility of these supply chains is yet to be seen.

Scope

  • Examines the impact of coronavirus on the Chinese economy
  • Looks at how Chinese manufacturing is affected by the shut down
  • Assesses whether there will be a swift recovery
  • Looks at how term the problems may be
  • Assesses how coronavirus might impact other countries
  • Reasons to Buy
  • Just how severe is this virus for the economy?
  • How long might it last?
  • What sectors have been hit hardest?
  • What has China seen that other countries can expect?

Table of Contents

1. OVERVIEW

  • 1.1. Catalyst
  • 1.2. Summary

2. ECONOMIC GLOBALIZATION UNDERPINS THE IMPENDING DISRUPTIONS

  • 2.1. China is highly integrated with the global economy
  • 2.2. The Fukushima disaster highlighted the issues associated with an overreliance on a single market
  • 2.3. Hurricane Maria revealed flaws in the US IV bag supply chain
  • 2.4. The impact of Covid-19 will be notably more significant than that of SARS

3. CORONAVIRUS WILL HAVE A SUBSTANTIAL IMPACT ON FRAGILE GLOBAL SUPPLY CHAINS

  • 3.1. The struggling automotive manufacturing industry will face increased pressure
    • 3.1.1. Ramifications of the outbreak could force further consolidation
  • 3.2. Consumer electronics manufacturers will experience month long delays
  • 3.3. The outbreak has highlighted the pharmaceutical industry's reliance on Chinese ingredients

4. THE GLOBAL TRANSPORTATION INDUSTRY IS ALSO FACING MAJOR DISRUPTIONS

  • 4.1. The shipping industry is the backbone of global trade
    • 4.1.1. Companies are suffering at the hand of cancellations
  • 4.2. Air freight is also facing disruptions, though the impact is less substantial

5. LESSONS CAN BE LEARNT TO IMPROVE GLOBAL SUPPLY CHAINS IN THE FUTURE

  • 5.1. Supply chain resilience is crucial to avoid disruptions
  • 5.2. Manufacturing hubs in Latin America and Asia could benefit

6. APPENDIX

  • 6.1. Abbreviations and acronyms
  • 6.2. Sources
  • 6.3. Further reading

7. ASK THE ANALYST

8. ABOUT MARKETLINE

List of Tables

  • Table 1: Top 5 importers of goods and services from China

List of Figures

  • Figure 1: Countries with higher rates of GDP growth tend to have high rates of growth in trade as a share of output
  • Figure 2: U.S. and Chinese GDP (PPP Basis) as a Share of Global Total: 1980-2018 (%)
  • Figure 3: China automotive manufacturing industry value: $ billion, 2014-18
  • Figure 4: Asia-Pacific automotive manufacturing industry geography segmentation: % share, by value, 2018
  • Figure 5: China pharmaceuticals market value: $ billion, 2014-18, market value has surged
  • Figure 6: Maersk relies heavily on China, therefore cancellations have had a huge blow