[China] Accuse of use of force — NEWSPAPER

Supply-chain Risk Briefing

1. Summary

An incident occurred in China on April 16 where media outlets condemned the use of force, with 9 media sources reporting the event. With a tension index of -2, it is assessed as a medium-level risk, but additional monitoring is required as the specific background and targets of the incident are not clear.

2. Supply-chain impact

• Potential impact on manufacturing hubs: Social tensions in China's major manufacturing regions could indirectly affect global manufacturing supply chains
• Logistics network monitoring required: Continuous observation needed for operational status of major ports like Shanghai Port and Shenzhen Port, as well as overland logistics networks
• Raw material supply uncertainty: Changes in situations around production facilities for rare earth elements, steel, and chemical raw materials within China expected to have ripple effects on global supply chains
• Electronics production base risk: Potential IT supply chain impacts depending on stability of core electronics component production regions such as Guangdong Province and Jiangsu Province

3. Watch points

• Incident specification: Need to confirm additional information on specific background, regions, and parties involved in the condemnation of force use
• Regional spread status: Monitor patterns of concentration in specific provinces/cities or nationwide spread
• Government response measures: Track whether Chinese government issues official positions and stabilization measures