Amazon(US:AMZN) Di Yi Cai Jing·2025-05-22 10:58Core Viewpoint - Despite fluctuations in U.S. tariff policies, overall market demand remains strong, with American consumers continuing to place orders for products from Chinese suppliers [1][2][3]. Group 1: Market Demand - The demand for RV awnings in the U.S. market constitutes 50% of the sales for Weida, indicating a significant reliance on this market segment [2]. - Customers are placing orders in anticipation of potential tariff changes, with one customer expressing satisfaction for avoiding high tariffs and securing inventory [2]. - The long-term demand for RV-related products is expected to remain stable, with approximately 10 million RVs in the U.S. [2]. Group 2: Supply Chain Dynamics - Chinese suppliers are experiencing increased urgency from U.S. clients, with some requesting air freight for shipments, a practice that was uncommon previously [4]. - Many U.S. customers are currently in a restocking phase, leading to increased order volumes and inventory accumulation [4][5]. - The unique advantages of the Chinese supply chain make it difficult for U.S. small and medium enterprises to shift their sourcing away from China [5]. Group 3: Consumer Behavior - U.S. consumers are actively purchasing products, with local distributors beginning to stockpile inventory in response to ongoing demand [3][4]. - Amazon's CEO noted an increase in purchasing volumes in certain categories, suggesting consumers are preemptively stocking up to mitigate potential tariff impacts [6]. - Consumer confidence has shown signs of recovery following the recent tariff adjustments, although some sellers are considering price increases for specific products [7].