Nan Fang Du Shi Bao·2025-04-30 11:44Core Insights - The article discusses the impact of U.S. tariffs on global trade and how companies, particularly in the lighting industry, are pivoting from export to domestic sales in response to these challenges [1][2]. Group 1: Company Responses - Guangzhou Home Lighting E-commerce Co., Ltd. is shifting its focus from exporting to the U.S. to domestic sales due to tariffs, with a current inventory of 10,000 ceiling fans that are difficult to export [1][2]. - JD.com has initiated a support plan with a special procurement fund of 200 billion yuan to assist foreign trade enterprises in transitioning to domestic sales, attracting nearly 3,000 companies seeking collaboration [1][3]. - The company is providing various incentives, including traffic support, store management, free training, and advertising subsidies to help lighting companies adapt to the domestic market [3][4]. Group 2: Market Trends - The lighting industry is experiencing a shift, with companies like Dongguan Huayi Color Landscape Craft Co., Ltd. exploring both domestic and international markets, indicating a dual strategy to mitigate risks from U.S. tariffs [2]. - JD.com reported that its online lighting segment holds a 23% market share, with a projected sales growth of 12% in 2024, highlighting the potential for domestic market expansion [3]. - The company is actively engaging with local governments and industry associations to facilitate the transition for brands previously focused on exports, having reached out to 500 brands and communicated about nearly 20,000 products [3][4]. Group 3: Future Outlook - JD.com plans to host a special event during the 618 shopping festival focused on foreign trade enterprises transitioning to domestic sales, emphasizing content and traffic support [5]. - Companies are optimistic about exploring Southeast Asian markets despite current challenges, indicating a willingness to adapt and seek new opportunities [5].