DHL全球连通性报告2026

CONNECTEDNESSREPORT 2026 An in-depth analysis of the state of globalization In partnership withSTEVEN A. ALTMAN AND CAROLINE R. BASTIAN DHL GLOBALCONNECTEDNESS An in-depth analysis of the state of globalization Steven A. Altman is a Senior Research Scholar at the New York University Stern Schoolof Business and a Research Assistant Professor in NYU Stern’sDepartment of Management and Organizations. Professor Altmanis also Director of the DHL Initiative on Globalization at NYU Stern’sCenter for the Future of Management. His research focuses onglobalization and its implications for business strategy and publicpolicy. He holds a PhD from the University of Reading, an MBAfrom the Harvard Business School, an MPA from Harvard’s JohnF. Kennedy School of Government, and a BS in Economics from theWharton School of Business at the University of Pennsylvania. Caroline R. Bastian is a Senior Research Scholar at the New York University Stern Schoolof Business. Ms. Bastian is based in the school’s DHL Initiativeon Globalization at its Center for the Future of Management.She coordinates the initiative’s work on data science, statistics,quantitative methods, and data visualization. Ms. Bastian holdsan MS in Applied Statistics for Social Science Research fromNew York University, a Master of International Affairs from ColumbiaUniversity, and a BA from Pacific University. DHL GLOBALCONNECTEDNESSREPORT 2026 Steven A. AltmanCaroline R. Bastian NYU Stern School of BusinessCenter for the Future of ManagementDHL Initiative on Globalization CONTENTS 1. INTRODUCTION Contents2 Preface Tobias Meyer4Preface Steven A. Altman510 Key Takeaways6Executive Summary8Country Ranking Highlights10 3. ARE GLOBAL FLOWS STILLGROWING? 4. IS GEOPOLITICAL RIVALRYFRACTURING THE GLOBALECONOMY?46 Notes Section 1100 Trade Flows27 The Geopolitical Threat toGlobalization47 2. GLOBALIZATION SNAPSHOT12 The Resilience of GlobalValue Chains33 Global Flows Remain Stable VersusDomestic Activity13 Major U.S.–China Separation WithAccelerated Trade Decouplingin 202548 Capital Flows34 Recent Trends In HistoricalPerspective16The Globalization Debate in 202517 Information Flows40 U.S. Continued Reliance OnGoods From China52 International Information FlowsVia News Media41 2025 Global Business Shifts inRecent Context18 Larger EU-Russia Breakup SinceFull-Scale Invasion of Ukraine54 People Flows42We Do Not Live in aHyperglobalized World45 Global Trends in the Geographyof International Flows20 The World Economy Has Not SplitInto Separate Geopolitical Blocs55 Major Shifts in the United States,China, and Russia Notes Section 3102 Notes Section 2101 Notes Section 4104 7. CONCLUSION: WHYDEGLOBALIZATION IS OVERSTATED86 6. WHICH COUNTRIES ANDREGIONS ARE THE MOST GLOBALLYCONNECTED? 5. IS GLOBALIZATION GIVING WAYTO REGIONALIZATION? International Flows CrossingLongest Distances on Record63Goods Trade Trends by Region66Is A Major Increase InRegionalization on the Horizon?68The Link Between Nearshoringand Friendshoring69How Far Do Global FlowsReach Today?71Notes Section 5106 Notes Section 7108 Depth and Breadth Dimensionsof Global Connectedness75How Does Income Level Relateto Connectedness?77 Notes Section 8109 Changes in Global ConnectednessOver Time COUNTRY PROFILES110 APPENDIX296 Globalization and Major Regions83 Appendix A:Detailed DataSources and Definitions296 Notes Section 6107 Appendix B:Pillar Breadth Trends302 DEAR READER, At first glance, the world seems to be pulling apart. But ourdaily operations across 220 countries and territories tellanother story. As the world’s largest logistics provider, wesee supply chains adjusting, rerouting, and expanding inreal time. The world is not disconnecting—it is evolving itsconnections. We are, however, in a period of profound geopolitical andeconomic uncertainty. The rules-based order is understrain, and volatility has become part of daily decision-making for governments and companies alike. In such anenvironment, assumptions can be misleading—and factsmatter more than ever. The DHL Global Connectedness Report provides those facts.Now in its fifteenth year, it analyzes more than nine milliondata points to offer the most comprehensive view of global-ization available today. We also see renewed momentum in trade agreementsaround the world—many of which would have seemedunlikely only a few years ago. Even in turbulent times,cooperation continues. Despite persistent pressures, this year’s findings offer reas-surance: globalization is not reversing. It is reshaping andrebalancing, while remaining at a historically high level.Countries and companies continue to adapt with remarkableresilience. Looking ahead, I remain confident in the strength of globalflows. Businesses and economies are learning to navigateuncertainty with greater resilience, supported by newtechnologies and more flexible supply chains. The challengeswe face—from geopolitical tension to climate change—areundeniably com