Can confirm it's on the manufacturing side As well. Just talked to a bigwig in train car/engine manufacturing from an area which their governor shut down. Guy's been ahead of the curve, working supply chains. Sourcing mostly only N. America now.
They have legal papers, they critical industry, they can stay working. Have already contacted all suppliers that they can stay open as well. Means all their workers get special legal papers to drive to work.
These guys are done buying Chinese.