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The Impact of the U.S.-China Trade Dispute on the Global Supply Chain

미·중 무역분쟁이 글로벌 공급망에 미친 영향

  • 김동호 (상명대학교 국제통상학과) ;
  • 곽카스 (상명대학교 국제통상학과)
  • Received : 2023.02.25
  • Accepted : 2023.03.14
  • Published : 2023.03.31

Abstract

The trade dispute between China and the U.S. began before Corona and is easing at this time by bringing new changes to the pendemic, and the development of the Chinese manufacturing industry has increased interdependence between the U.S. and China. However, the overall global trade should be less than before pendemic, and Korea's response strategy should be made serious at this time.However, new changes are taking place again these days. With the recent outbreak of COVID-19 in Shanghai, China, new changes are expected to occur in China's industrial chain. As the Chinese government strictly creates quarantine figures for COVID-19, many factories and companies among industries are forced to close for a while. As economic globalization and division of labor continue to deepen, multinationals choose suppliers and industrial chains within the world to form a global supply chain structure to pursue cost minimization and profit maximization. China is an indispensable part. Whether it is China, the U.S. or Korea, it can be a risk and an opportunity now.

미국과 중국의 무역분쟁은 코로나 전부터 시작하고 범유행(pandemic) 속에 새로운 변화를 가져와 이때 완화되고 있는데 중국 제조업 산업 발전으로 미중 무역 간 상호의존도가 높아졌다. 하지만 글로벌 전체 무역량이 팬더믹 전보다 적다. 코로나19 팬더믹 이후 미국과 중국 공급망의 변화에 대한 분석한 다음에 그 상황에 대한 한국의 대응 방안에 대한 구체적으로 제시하고자 한다. 하지만, 요즘 새로운 변화가 다시 일어나고 있다. 2022년 하반기에 중국 상하이에서 코로나19가 발생하면서 중국 산업사슬에 새로운 변화가 일어날 것으로 보인다. 중국 정부가 코로나19 방역수치를 엄격하게 작성하면서 업계 중 상당수 공장과 기업들이 당분간 문을 닫을 수밖에 없는 상황이지만 2023년에 현재 전 세계적으로 나라들이 코로나 상황이 좋아지고 있다. 그 변화하는 상황 속에서 중국은 핵심 과학기술의 연구개발 역도를 강화하고, 국제와 국내의 이중 사이클을 통해 혁신 생태계의 활력을 북돋아 글로벌 공급사슬의 상류로 이동시켜야 한다. 이럴 때 한국은 미국과 좋은 무역동반자 관계를 최대한 유지하면서 공급망에서 장점을 발휘하여 자신의 위치가 확고해야 한다.

Keywords

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