最新の開発: 4月 2, トランプ政権は公式に実施した “包括的な相互関税” ポリシー, 課す 10% 米国に輸出されたほぼすべての商品の基本関税, 中国などの取引パートナーに追加の関税を課す, 欧州連合, そしてasean (China’s highest is 104%, and ASEAN’s average is 33%)18. このポリシーは、グローバル貿易システムにショックを引き起こしました, そして、外国貿易会社は深刻な課題に直面しています!

コアインパクト:

1ピオンで業界の差別化が強化されています:

ヒットエリア: エレクトロニクス, テキスタイルと衣類, 太陽光発電と新しいエネルギー車の輸出は、矢面に立つ最初の人です! The United States is China’s largest textile export market, and the risk of order loss for small and medium-sized enterprises has increased; Southeast Asia’s re-export trade channels have been blocked, and corporate profit margins have been further compressed127.

Dramatic changes in cross-border e-commerce: Starting from May 2, China’s tax-free policy for small packages exported to the United States has ended. Platforms such as Shein and Temu are facing a surge in customs clearance costs, or are forced to turn to overseas warehouses to stock up or raise prices26.

2️⃣ Supply chain pressure increases sharply:

Companies that rely on the US market need to face rising costs (such as raw materials and logistics costs), and some orders have been canceled or transferred to non-US markets17.

Southeast Asian factory-building companies have suffered a “second blow”, with tax rates in Vietnam and Cambodia as high as 46%-49%, and traditional re-export routes have failed12.

Countermeasures:
✅ Market diversification: Accelerate the development of non-US markets such as the EU, the Middle East, and Africa to reduce single dependence! Although ASEAN has high tax rates, there is still potential for demand in emerging markets15.
✅ Supply chain adjustment: Optimize the layout of overseas warehouses, explore factories in Mexico, Latin America and other regions, and avoid tariff barriers27.
✅ Policy dividends: The National Development and Reform Commission has launched corporate assistance and studied precise measures such as tax exemption and subsidies; インクルード “green channel” of the domestic demand market helps digest inventory, and export-to-domestic sales has become a new direction14.

Future outlook:
Short-term pain is inevitable, しかし、長期的には, tariffs force industrial upgrading! Semiconductors, high-end manufacturing, and independent controllable fields may usher in structural opportunities45. As the global supply chain is reshaped, flexibility and resilience will be the key to companies’ breakthrough!

#Foreign Trade Dynamics #Tariff Impact #Supply Chain Change #Market Diversification