特朗普加征关税当天，中国卖家接到来自美国的上千万大单

Core Insights - Chinese supply chains maintain a unique advantage globally, making it difficult for U.S. small and medium enterprises to shift their supply chains away from China in the short term [1][7] - Despite the imposition of high tariffs, U.S. consumer demand remains strong, with significant orders still being placed by American clients [2][3] Group 1: Impact of Tariffs on Orders - U.S. clients continue to place orders despite the 145% tariff, as evidenced by a significant order received by a Chinese exporter on the day tariffs were announced [2] - The cost of products from China, even with tariffs, remains competitive compared to local U.S. prices, which are reported to be approximately four times higher than Chinese ex-factory prices [2][3] - Exporters report increased order volumes, with one company noting a 10% year-on-year growth in orders since the tariffs were announced [2][3] Group 2: Supply Chain Resilience - The resilience of the Chinese supply chain is highlighted by continued shipments of high-value products, indicating that the tariff impact is less severe on certain categories [6][7] - Research indicates that U.S. buyers are heavily reliant on Chinese suppliers, with many unable to find alternatives in the short term [7] - U.S. retailers and brand owners are reportedly maintaining inventory levels sufficient for only 1-2 months, suggesting a potential increase in orders as they seek to replenish stock [7] Group 3: Consumer Behavior and Market Trends - There is a notable increase in inquiries from individual U.S. customers seeking to purchase directly from Chinese manufacturers, indicating a shift in purchasing behavior [8][9] - The popularity of Chinese manufacturing has surged on social media platforms, leading to increased consumer interest in cross-border e-commerce applications [9] - The cancellation of the U.S. exemption on small package imports from China is expected to impact businesses, but the overall trend in cross-border e-commerce remains strong [9]