柬泰边境物流受阻 专家警示日资制造业或向越南转移

[来源: CIR] [分类提示: NEWS] 标题: Opinion: Cambodia‚ Japanese Investment & The Border Challenge: Turning A Short-Term Disruption Into A Long-Term Advantage David Van The continuing blockade along the Cambodia-Thai border has also been seen not simply as a transportation issue or a diplomatic row but more as a business continuity issue‚ said the ADMI report․ Japanese companies may potentially be most affected because many have long implemented a “Thailand Plus One” strategy under which Thailand becomes their main base for production with neighboring countries such as Cambodia providing additional manufacturing capacity‚ labor‚ and space for expanding production in the future․ For a time, this arrangement worked well‚ as parts flowed across the border‚ assembly and production schedules became reasonably predictable‚ and the best attributes of each country could be exploited․ Read More: Opinion – Japan-Cambodia FDI Trends in 2026 That formula has changed since then․ Although few Japanese firms may withdraw entirely from the Cambodian market‚ new investment‚ new product lines and new production facilities may be increasingly relocated elsewhere‚ most notably in Vietnam․ That is where the danger really lies․ The challenge for Cambodia therefore‚ is not only to retain existing investors‚ but to ensure that when making their next rounds of investment decisions‚ Cambodia is firmly on their decision list․ At the same time‚ the situation presents Cambodia with a long-term structural challenge of its over-reliance o