Where will the core of future manufacturing be?

【1. North America: The Negative Entropy Reengineering System of the United States】

The goal of the United States: To establish a “Great American Economic Community” through tariff wars, supply chain restructuring, and capital attraction.

Northern Mexico: A true high-end manufacturing hub, with deeply integrated supply chains and an irreplaceable geographical location.

India: On the surface, it presents a facade of trading status, but in reality, it mainly undertakes low-end, labor-intensive manufacturing, limited by its own high-entropy structure, making it difficult to assume a key negative entropy role. India may repeat the fate of the Philippines, benefiting briefly before ultimately losing power.

Summary: The United States uses India for political appearances and Mexico for economic benefits.

【2. Yangtze River Delta / Pearl River Delta / Vietnam Delta: Hollowing out Japan, South Korea, and Germany, strengthening China’s dominance in the industrial chain, with Vietnam's role as a secondary negative entropy enclave】

Japan, South Korea, and Germany: As the first generation of manufacturing powerhouses, their structural hollowing out is inevitable;

Eastern China’s major industrial areas (Yangtze River Delta + Pearl River Delta): Not only defending but also continuously expanding (new energy, semiconductor equipment, heavy industry equipment);

Wages gradually approaching developed countries: However, the scale of industrial agglomeration, supply chain density, and quality of skilled workers have formed the largest negative entropy body in manufacturing history.

Future situation:

Rising wages will not lead to a loss in manufacturing but instead form a new model of “high wages + high negative entropy + super agglomeration effect”;

Vietnam Delta: Can become an important secondary manufacturing area, taking on some light industry and electronic assembly, but cannot reach the status of the Yangtze River Delta and Pearl River Delta, as one is a historical opportunity that cannot be replicated (talents and capital from across China, Hong Kong, land, etc.)

Scale limitations: Insufficient population, low complexity of supply chains, and an unrepeatable history.

Functional positioning: An important global secondary processing base, but unable to challenge the core of the Yangtze River Delta and Pearl River Delta.

Summary: Vietnam is an extension of Chinese manufacturing, not a replacement.

【3. Core Area of Chinese Manufacturing: The Real Future Position】

Scope: Yangtze River Delta + Pearl River Delta + Secondary Industrial Zones (Shandong, Anhui, Hunan, Fujian, etc.).

Population base: 500-600 million;

Supply chain depth: The strongest in the world, with complete chains and a mature skilled worker system.

For example, Shandong and Fujian have their own ports, while Anhui, Hunan, and Fujian form close connections with the Yangtze River Delta and Pearl River Delta through major rivers, creating a “front store, back factory” model.

In the coming decades: Will become the world’s largest manufacturing super entropy body;

Even if labor costs continue to rise, due to the unprecedented large-scale negative entropy aggregation globally, stability can still be maintained;

High-end and low-end manufacturing coexist, with continuous technological upgrades;

The global manufacturing system revolves around this area.

Summary:

The heart of future world industry will not be in the United States, nor in Europe, but in East Asia, especially along the eastern coast of China.