报告人简介：

Xiao Tan joined School of Business, East China University of Science and Technology in 2023. Before that, Xiao received his PhD in Supply Chain, Operations and Technology from Olin Business School, Washington University in St. Louis. And he obtained his bachelor degree in Mathematics and Applied Mathematics from University of Science and Technology of China. Xiao’s research interests mainly focus on Global Supply Chain Management, Risk Management, Technology-Drive Operations, Agricultural and Food Supply Chains.

报告简介：

Companies operating global supply chains face growing policy uncertainties that affect the costs of importing raw materials (RM) and finished goods (FG) from low-cost to developed countries, as well as the relative profitability of production in different countries. This has prompted the need for diversified global supply chains often involving the addition of onshore production alongside existing offshore facilities. Motivated by recent developments in the U.S. clean energy sector, this paper adopts a game-theoretic model to analyze a global firm’s reshoring capacity decision and output quantity competition with a domestic manufacturer under policy uncertainty. We examine the effects of these policies on operational decisions and profitability for both firms. For global firms, investing in reshoring capacity creates a “real option” in production allocation in serving the market, and the provided operational flexibility enhances competitiveness in an uncertain environment. For policymakers, it is crucial to carefully consider the tariff level, which stage of a supply chain to execute trade restrictions on, and tax credit amounts to be used. Very high tariffs on moderate size markets may have unexpected effect on reshoring. Trade and industrial policies should be carefully analyzed for their effectiveness, accounting for cost disadvantages of domestic competitors and market demand strength.

撰写：管理学院