{"id":206044,"date":"2023-10-29T07:00:00","date_gmt":"2023-10-29T06:00:00","guid":{"rendered":"https:\/\/legrandcontinent.eu\/fr\/?p=206044"},"modified":"2023-10-29T17:45:57","modified_gmt":"2023-10-29T16:45:57","slug":"les-chaines-de-valeur-entre-les-etats-unis-et-la-chine-ne-se-rompent-pas-mais-sallongent","status":"publish","type":"post","link":"https:\/\/legrandcontinent.eu\/fr\/2023\/10\/29\/les-chaines-de-valeur-entre-les-etats-unis-et-la-chine-ne-se-rompent-pas-mais-sallongent\/","title":{"rendered":"D\u00e9couplage&#160;: les cha\u00eenes de valeur entre les \u00c9tats-Unis et la Chine s&rsquo;allongent \u2014 sans se casser"},"content":{"rendered":"\n<p>\u00c0 travers la strat\u00e9gie de \u00ab&#160;de-risking&#160;\u00bb promue par les \u00c9tats-Unis et dans une s\u00e9quence o\u00f9 les restrictions cibl\u00e9es sur les exportations se sont r\u00e9cemment multipli\u00e9es, la s\u00e9curit\u00e9 nationale domine actuellement les d\u00e9bats sur le commerce, la concurrence technologique et les cha\u00eenes d\u2019approvisionnement mondiales.\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Les donn\u00e9es quantitatives sugg\u00e8rent cependant que le <a href=\"https:\/\/legrandcontinent.eu\/fr\/2023\/04\/22\/lillusion-du-decouplage-vue-de-chine-par-yao-yang\/\">d\u00e9couplage<\/a> pr\u00f4n\u00e9 par l\u2019administration am\u00e9ricaine n\u2019est pas d\u2019actualit\u00e9. En 2022, les importations am\u00e9ricaines de biens avaient quasiment retrouv\u00e9 leur niveau de 2018, apr\u00e8s la chute li\u00e9e \u00e0 la pand\u00e9mie de Covid-19.\u00a0<\/li>\n<\/ul>\n\n\n\n<div class=\"iframe-container wp-block-image wp-block-image-medium  iframe-dw\">\n\t<div>\n\t\t<iframe class=\"absolute w-full h-full pin-t pin-l\" title=\"titolo\" aria-label=\"Interactive line chart\" src=\"\/\/datawrapper.dwcdn.net\/vhAKf\/\" scrolling=\"no\" frameborder=\"0\"><\/iframe>\n\t<\/div>\n<\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>En terme qualitatif, une r\u00e9cente \u00e9tude de la Banque des r\u00e8glements internationaux&nbsp;<span class='whitespace-nowrap'><span id='easy-footnote-1-206044' class='easy-footnote-margin-adjust'><\/span><span class='easy-footnote note-digits-1'><a href='https:\/\/legrandcontinent.eu\/fr\/2023\/10\/29\/les-chaines-de-valeur-entre-les-etats-unis-et-la-chine-ne-se-rompent-pas-mais-sallongent\/#easy-footnote-bottom-1-206044' title='Han Qiu, Hyun Song Shin and Leanne Si Ying Zhang, &lt;a href=&quot;https:\/\/www.bis.org\/publ\/bisbull78.pdf&quot;&gt;\u00ab&amp;#160;Mapping the realignment of global value chain&amp;#160;\u00bb&lt;\/a&gt;, 3 October 2023.'><sup>1<\/sup><\/a><\/span><\/span> d\u00e9montre par ailleurs que la r\u00e9alit\u00e9 de la recomposition des cha\u00eenes de valeur se caract\u00e9rise \u00e0 ce stade par un allongement des cha\u00eenes de valeur sino-am\u00e9ricaines.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Entre d\u00e9cembre 2021 et septembre 2023, la longueur des cha\u00eenes de valeur entre les fournisseurs chinois et les clients am\u00e9ricains \u2013 c\u2019est-\u00e0-dire le nombre d\u2019interm\u00e9diaires qu\u2019elles comportent \u2013 a en moyenne augment\u00e9.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Les entreprises qui se sont \u00ab&#160;interpos\u00e9es&#160;\u00bb seraient en majorit\u00e9 des entreprises op\u00e9rant dans la r\u00e9gion Asie-Pacifique, un ph\u00e9nom\u00e8ne \u00ab&#160;particuli\u00e8rement frappant dans le secteur des technologies de l&rsquo;information&#160;\u00bb.<\/li>\n<\/ul>\n\n\n\n<p>Le ministre des affaires \u00e9trang\u00e8res chinois Wang Yi a effectu\u00e9 une visite de plusieurs jours \u00e0 Washington, o\u00f9 il est arriv\u00e9 le 26 octobre.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>La s\u00e9quence actuelle est caract\u00e9ris\u00e9e par une relative d\u00e9tente des relations sino-am\u00e9ricaines, compar\u00e9 notamment \u00e0 l\u2019escalade qui les avait caract\u00e9ris\u00e9es en f\u00e9vrier \u2013 lorsque le secr\u00e9taire d\u2019\u00c9tat am\u00e9ricain Antony Blinken avait annul\u00e9 une visite en Chine suite \u00e0 la d\u00e9couverte d\u2019un ballon espion chinois dans le ciel am\u00e9ricain.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Les dirigeants Joe Biden et Xi Jinping auraient trouv\u00e9 un accord&nbsp;<span class='whitespace-nowrap'><span id='easy-footnote-2-206044' class='easy-footnote-margin-adjust'><\/span><span class='easy-footnote note-digits-1'><a href='https:\/\/legrandcontinent.eu\/fr\/2023\/10\/29\/les-chaines-de-valeur-entre-les-etats-unis-et-la-chine-ne-se-rompent-pas-mais-sallongent\/#easy-footnote-bottom-2-206044' title='Reuters, \u00ab&amp;#160;&lt;a href=&quot;https:\/\/www.reuters.com\/world\/blinken-wang-meet-us-china-gear-up-towards-expected-leaders-summit-2023-10-27\/&quot;&gt;US, China agree to work toward an expected Biden-Xi summit&lt;\/a&gt;&amp;#160;\u00bb, 27 October 2023.'><sup>2<\/sup><\/a><\/span><\/span> pour se rencontrer en marge du prochain sommet de l\u2019APEC qui s\u2019ouvre le 11 novembre \u00e0 San Francisco.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Le 28 octobre, les ministres du commerce du G7 se sont r\u00e9unis \u00e0 Osaka et le ministre des affaires \u00e9trang\u00e8res chinois Wang Yi \u00e9tait en visite \u00e0 Washington. Les relations entre la Chine et les \u00c9tats-Unis se trouvent dans une phase de relative d\u00e9tente. Sur le plan commercial, une \u00e9tude de la Banque des r\u00e8glements internationaux sugg\u00e8re que les cha\u00eenes de valeur entre la Chine et les \u00c9tats-Unis seraient en train de s\u2019allonger, sans \u00eatre rompues. <\/p>\n","protected":false},"author":6617,"featured_media":206054,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"templates\/post-briefings.php","format":"standard","meta":{"_acf_changed":false,"_trash_the_other_posts":false,"_yoast_wpseo_estimated-reading-time-minutes":2,"footnotes":""},"categories":[3468],"tags":[],"staff":[],"editorial_format":[4942],"serie":[],"audience":[],"geo":[2163],"class_list":["post-206044","post","type-post","status-publish","format-standard","hentry","category-donnees-qui-changent-la-donne","editorial_format-actu-breves","geo-monde"],"acf":{"open_in_webview":false,"accent":false,"_thumbnail_id":206054,"excerpt":"Le 28 octobre, les ministres du commerce du G7 se sont r\u00e9unis \u00e0 Osaka et le ministre des affaires \u00e9trang\u00e8res chinois Wang Yi \u00e9tait en visite \u00e0 Washington. Les relations entre la Chine et les \u00c9tats-Unis se trouvent dans une phase de relative d\u00e9tente. Sur le plan commercial, une \u00e9tude de la Banque des r\u00e8glements internationaux sugg\u00e8re que les cha\u00eenes de valeur entre la Chine et les \u00c9tats-Unis seraient en train de s\u2019allonger, sans \u00eatre rompues. 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