Reverse relocation: industrialists return to produce in China, driven by congestion and lack of capacity

After several waves of relocation to Southeast Asia, an unexpected movement is resurfacing: some productions are returning… to China. In the background, a reality that has become impossible to ignore for many exporters: supply chains become fragile as soon as ports become saturated, rotations are irregular, and space becomes scarce.

According to a freight forwarding player interviewed, a significant portion of the flows that had been “re-shored” or moved out of China are reconsidering their choice, not for cost reasons, but for reasons of operational stability. Regional alternatives, tho attractive on paper, face logistical obstacles: insufficient maritime capacity, delays, container rollovers, and unpredictable services.

In this context, China is once again becoming a “safe” option for some shippers, especially for high-value goods like electronics, where delays immediately translate into disruptions, penalties, and commercial losses. The message is clear: competitiveness is no longer measured solely by production cost, but by the ability to ship “on time” in a world where transport reliability has become a strategic advantage.

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