Where is their market?
If there is a collapse, how does even China sell anything unless these are for a domestic market they believe will survive and is essential, such as their military.?
What type of machines do they make (just the sector would be helpful, to avoid identifying your business)?
I have a friend who works for a prominent US company w/manufacturing in China, Saudi and the US. He travels constantly and says things are really ok for the company, the industry and in the countries to which he travels. They make essential gauges and other parts for oil extractors. He’d like to retire, but the money is still so good, he is hanging in there.
The orders placed against my plant are for domestic china consumption as service parts for an existing installed base. It is not being resold.
They are placing orders for service parts that are for use in China and they are planning for a shortage of availability of parts. These orders are for two years of demand with the orders to be filled ASAP, leaving the US with zero balance to service the installed base here and a 12 week lead on many of these items which are US sourced.
Why would you take on two years demand for service parts if you were not expecting a shortage of supply?