关税变动下的外贸人：看淡扰动苦练内功

Core Viewpoint - The recent US-China tariff reduction has positively impacted businesses, leading to renewed orders and shipping activities, with companies adapting to the changing trade environment [1][2][4]. Group 1: Business Reactions to Tariff Changes - Companies are resuming shipments and fulfilling previously delayed orders following the announcement of tariff reductions, indicating a quick response to the changing trade landscape [2][3]. - Businesses have maintained a calm attitude towards tariff fluctuations, attributing their resilience to past experiences and ongoing market adaptations [4][5]. - The decline in the proportion of trade with the US has allowed companies to focus on enhancing product competitiveness and negotiating power [1][4]. Group 2: Strategic Adjustments and Market Expansion - Companies are exploring new markets and enhancing their product offerings to mitigate the impact of tariff changes and industry competition [5][6]. - Many firms are investing in research and development to improve product quality and competitiveness, with some allocating 8%-9% of revenue to R&D [6][8]. - The establishment of overseas operations is being approached cautiously, as the cost of production abroad remains higher than in China [5][6]. Group 3: Industry Competition and Internal Challenges - Companies are increasingly feeling the pressure of intensified competition within the industry, leading to concerns about pricing strategies and market share [7][8]. - The trend of price competition is evident, with some companies abandoning traditional deposit requirements for new orders, indicating a shift in market dynamics [7][8]. - To break free from intense competition, businesses are focusing on product differentiation and enhancing their brand value through unique offerings [7][8]. Group 4: Policy Support and Market Opportunities - External policies, such as the "Two New" initiatives, are seen as beneficial for market expansion and equipment upgrades, indirectly supporting business growth [8][9]. - Companies are recognizing the potential in high-end and customized product demands, leveraging China's advantages in efficiency, quality, and cost [9].