不惧风雨 变中寻机

Core Viewpoint - The foreign trade enterprises in Guangdong are demonstrating resilience and adaptability in the face of increasing external uncertainties, particularly due to U.S. tariff measures impacting profit margins and order volumes [1][2]. Group 1: Impact of U.S. Tariffs - U.S. tariff measures are compressing profit margins for foreign trade enterprises, especially small and medium-sized ones, leading to increased costs and reduced orders [1]. - Initially, many enterprises with low value-added products and high export ratios to the U.S. paused orders when tariffs were first imposed, but resumed as U.S.-China trade talks progressed [1]. Group 2: Strategies for Market Expansion - Enterprises are adopting a dual strategy of "traditional foreign trade + cross-border e-commerce" to navigate challenges [1]. - Expanding into emerging markets is seen as a key strategy for risk diversification, with many companies reporting successful orders from Europe, South America, and Southeast Asia [1]. - Some companies are responding to the "Belt and Road" initiative by establishing production bases in emerging markets, achieving diversified capacity layouts [1]. Group 3: Domestic Market Development - Foreign trade enterprises are actively exploring domestic markets, overcoming initial concerns about channel shortages and market access due to strong government support and rising domestic consumption [2]. - The integration of domestic and foreign trade is recognized as an important strategy, with companies leveraging their overseas experience to adapt to domestic market needs [2]. Group 4: Innovation and Competitiveness - The resilience of Guangdong's foreign trade enterprises is attributed to a strong industrial foundation, innovation capabilities, and market insights [2]. - Companies are focusing on enhancing competitiveness by developing high value-added products and improving their bargaining power through R&D, design, branding, and standards [2]. - The current tariff situation is viewed as an opportunity for upgrading, emphasizing the importance of technological advantages and supply chain resilience [2].