关税战峰回路转：跨境电商新市场抢增量，供应链“两头下注”

Core Viewpoint - The recent reduction in tariffs between China and the U.S. has led to increased activity in the cross-border e-commerce market, with a surge in factory orders and rising shipping costs [2][3]. Group 1: Market Dynamics - Orders for cross-border e-commerce have increased by over 20%, with some factories reporting a rise of up to 50% [3]. - Many sellers are preemptively stocking inventory to mitigate the impact of tariff changes, leading to a general order volume increase of 20% to 30% [3]. - The Ningbo Export Cross-Border E-commerce Expo attracted 90,000 professional visitors, highlighting the industry's focus on navigating uncertainties and seizing new opportunities [3]. Group 2: Strategic Shifts - Chinese companies are proactively adjusting their strategies rather than passively waiting for policy changes, with a focus on emerging markets like Latin America and the Middle East, which are experiencing double-digit growth [4]. - The reliance on traditional North American markets is shifting, as companies recognize the need for diversified market strategies to mitigate risks [8]. Group 3: Supply Chain Globalization - The need for a global supply chain has become critical as companies face fluctuating tariffs, with many now considering overseas supply chain options to enhance competitiveness [15]. - Challenges in establishing overseas supply chains include finding suitable partners and navigating local market conditions, which can be complex and costly [16][17]. - Companies are increasingly adopting a dual strategy, maintaining production capabilities in China while also developing backup supply chains abroad to balance risks and efficiencies [18].