Core Insights - The article highlights a surge in Christmas-related exports from China, driven by a significant increase in orders from U.S. buyers due to a temporary tariff "window" [1][3] Group 1: Export Trends - U.S. buyers' demand for Christmas accessories has surged by 120% year-on-year since June, with toy orders increasing sixfold, indicating an early peak in Christmas orders [1] - Zhejiang Yiwu's Christmas goods exports reached 310 million yuan from January to April 2025, marking a year-on-year increase of 107.4%, with April alone seeing exports of 190 million yuan, up 106.4% [1] Group 2: Tariff Policy Impact - The U.S.-China tariff agreement on May 14, which suspended 24% of reciprocal tariffs, has led to a concentrated release of orders from U.S. buyers, shifting orders originally planned for Q3 to June [3] - Companies are ramping up production to meet the surge in orders, with reports of factories working overtime, such as a craft company in Guangxi increasing sales by 20%-30% during the promotion period [3] Group 3: Short-term Growth Risks - Experts warn that the current spike in orders reflects a reaction to policy uncertainty, with concerns that demand may decline after the 90-day tariff window closes [4] - The phenomenon of "front-loading" orders may lead to a significant drop in demand post-window, as companies may face a backlog of orders once the initial surge subsides [4] Group 4: Strategic Recommendations for Companies - Companies are advised to diversify their supply chains and reduce reliance on single markets, exploring opportunities in emerging markets under RCEP and the Belt and Road Initiative [5] - Enhancing product competitiveness through technological upgrades and sustainable practices is recommended to build a differentiated competitive advantage in international markets [5] - Establishing a regular policy risk monitoring mechanism is crucial for companies to navigate the complexities of international trade and potential regulatory changes [5][6]
圣诞订单飙升120% 专家解析外贸“618”背后的机遇与挑战
Sou Hu Cai Jing·2025-06-19 13:21