Supply chains around the world are undergoing major transformation due to the geopolitical realities of our times, and the rapid adoption of e-commerce presents a unique opportunity for 印度 to become a leading manufacturing and supply chain hub.

新冠肺炎大流行给全球供应链带来了几个瓶颈, 导致后勤延误, 贸易冲突和乌克兰战争加剧了出口限制, 推动了新一波的回流和供应路线多样化以及制造业本地化.

而中国继续对全球价值链至关重要, 企业正逐渐将重心转移到印度等国家, which is ahead of 中国。 in terms of attracting foreign direct investment (FDI) in the 纺织品 and apparel industries. 2019年,印度是南亚地区(不包括中国)最大的外国直接投资接受国. 

印度能成为供应链领导者有几个原因. 首先, 印度政府一直在努力发展包括道路在内的基础设施, 铁路与港口互联互通, 因为该国拥有世界上第二大的公路和铁路网络. 印度 has also ramped up its focus on improving logistics with a 15-20% reduction in transport costs and travel time following the introduction of the Goods 服务 Tax or GST nationwide.

In view of 印度’s logistics sector which is expected to grow from a USD200 billion market in 2020 to USD320 billion by 2025, 印度政府旨在通过国家物流政策进一步加强供应链, 9月18日推出的, 2022. 在宣布政策时, Prime Minister Narendra Modi highlighted how this can “add fresh impetus to 印度制造业”, 他补充说,印度已经建立了新的环保水道, 40个空运货站,方便出口, 30个机场设有冷藏设施, 35个多式联运物流设施.

关键环节供应链大修   

在印度实现供应链现代化的努力中,一些行业尤其具有吸引力. These include the pharmaceutical sector – the world’s third largest – telecommunications and smartphone manufacturing, 全球排名第二, 汽车行业(世界第四大)和化工行业(世界第六大).

印度 is also the world’s largest provider of software outsourcing and solutions by total production value. 汽车, 纺织品, 电子产品, consumer durables and pharmaceuticals have all shown huge potential in terms of transforming 印度制造业. 

什么对印度有效? 

印度’s claim to become a well-integrated supply chain market is strengthened by its diversified corporate environment, 廉价而熟练的劳动力, 强劲的宏观经济基本面, 正人口红利, 提高了营商排名, 获得巨大的资源和不断扩大的日博备用网站1.30亿人.

像这样, 因此,印度作为新兴的亚洲供应链中心而受到关注并不奇怪. In 2021, 澳大利亚, 日本 and 印度 jointly launched the Resilient Supply Chain Initiative (RSCI) to diversify supply chains by developing well-planned industrial clusters. 2022年7月, 18个国家, 包括印度, 美国和欧盟, 公布了建设集体的四点路线图, 长期弹性供应链. 

新德里 is also upbeat about bilateral trade pacts and Free 贸易 Agreements (FTAs) with several countries. 与英国和加拿大的自由贸易协定正在筹备中, 印度已经与阿联酋和澳大利亚签署了贸易协定, 进一步巩固制造业中心地位. Not to forget – 印度 and the EU have also restarted talks for a comprehensive Free 贸易 Agreement after nine years. The EU is 印度’s second-largest trading partner after the US and the second largest destination for 印度n exports.

全球信心正在增强

More and more companies worldwide are recognising 印度’s strengths as a resilient supply chain alternative. 最近的事态发展证明,人们对印度作为亚洲制造业中心的信心日益增强, 比如苹果公司决定在印度生产iPhone 14.

Other announced plans and investments include Amazon’s decision to set up its first production line for its TV Fire stick in 印度, 日博备用网站零售商宜家(IKEA)的计划是,000平方米的购物中心在德里- ncr地区, DHL表示打算在未来五年内在印度投资5亿欧元. 与此同时, the government’s major policy thrust is set on making 印度 a global supply chain hub with public schemes that are solidifying 印度’s competitiveness. 这些包括:

  • SagarMala港口开发项目
  • 商品及服务税(GST)下的改革税制
  • 全面劳动改革
  • 国家基础设施管道

印度 has unveiled a USD27 billion PLI scheme for 13 sectors to help integrate 印度n companies into the global value chains. 国家基础设施管道 hopes to strengthen infrastructure connectivity and lower logistics costs significantly, 新制造业的企业税率已降至15%.

These are all positive indicators for 印度 which is strategically well-placed to become an important manufacturing centre for Swedish companies, 太.

供应链整合路线图

展望未来, governments and corporates will have to ensure that supply chains meet new customer expectations for personalised products and services. Supply chains will need to be customer-centric requiring greater use of digital technologies and integrating those technologies with physical infrastructure.

在这方面,日博备用网站可以帮助印度建立其技术知识和能力. 

Developing sustainable infrastructure will be crucial and also requires stronger investments in logistics networks. 劳动力upskilling, 创新, 可持续性 and policy-making are all key ingredients in the push to develop resilient supply chains in 印度.

宜家(IKEA)、沃尔沃(Volvo)和爱立信(Ericsson)等几家日博备用网站跨国公司已经在印度押下重注. The telecoms giant Ericsson is expanding its local manufacturing capabilities to meet 印度’s demand for 5G equipment. 同样,宜家将投资约1美元.190亿美元用于扩大其在印度的零售业务, 而沃尔沃汽车的目标是每年销售1亿辆,到2023年,印度将有1万辆电动汽车.  

印度在制造业的投资和增长方面可能还没有充分发挥其潜力, 物流与供应链, but today’s new reality dictated by geopolitics and geoeconomics is undoubtedly changing the playing field. 随着全球公司和品牌将目光投向印度, other Swedish companies should pay close attention to the new horizon of supply chain opportunities in this thriving market.

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