【深度】摸查进行时！关税冲击下，金融机构应考

Group 1 - The "reciprocal tariff" policy initiated by the US has significantly impacted China's foreign trade industry, leading to a deep examination of the effects on businesses and their strategies to cope with the situation [1][3][4] - Many companies are considering shifting their focus to emerging markets or exploring transshipment trade as a means to mitigate losses from increased tariffs [1][3][20] - A survey indicated that 35.1% of companies believe they are minimally affected by the tariffs, while 31% feel a significant impact due to their high reliance on US exports [5][6] Group 2 - Financial institutions are actively conducting assessments of businesses to understand their exposure to US trade and the potential impacts of the tariff situation [6][10] - Banks have expressed a commitment to support businesses facing difficulties due to the tariffs, with measures in place to ensure that financing is not withdrawn from viable companies [10][11] - The construction of new financial products and services aimed at supporting foreign trade enterprises has been initiated, including tailored loans and insurance products [13][14][25] Group 3 - Companies with overseas factories are better positioned to adapt to the changing trade environment, as they can shift production to locations like Thailand or Vietnam [4][16][18] - The uncertainty surrounding US tariff policies has prompted many businesses to consider establishing manufacturing bases in Southeast Asia to ensure supply chain stability [16][19] - The trend of moving production overseas is expected to continue, driven by the need for companies to remain competitive amid fluctuating trade policies [18][30] Group 4 - The shift towards emerging markets is being supported by financial institutions, which are providing services to help companies expand their operations internationally [21][22] - Trade data shows that China's exports to neighboring countries have increased, indicating a successful pivot towards new markets [21][22] - Financial institutions are also focusing on enhancing their services to support businesses in navigating the complexities of new market entry [22][30] Group 5 - The payment and settlement sectors are beginning to feel the effects of the trade tensions, with potential shifts in cross-border payment strategies as companies adapt to new trade routes [23][24] - There is an expectation that regional cross-border payment systems will gain prominence as businesses diversify their markets [24][30] - Financial institutions are implementing measures to assist companies in managing currency risks associated with the ongoing trade disputes [25][27]