越南被本国企业质疑：可能惹恼中国，值得吗？

Core Points - The recent trade agreement between the U.S. and Vietnam has raised concerns among Vietnamese businesses regarding its implications, particularly the new 20% tariff on exports to the U.S. and the ambiguous "transshipment" clause [1][2][4] - The "transshipment" clause could impose a 40% tariff on goods deemed to be routed through Vietnam, which may significantly impact companies relying on Chinese materials [1][6][8] - The lack of clarity in the agreement has left many companies uncertain about the actual tariffs they will face, especially those using Chinese components in their products [2][5][6] Industry Impact - Vietnam's textile industry, which heavily relies on Chinese imports for up to 70% of its raw materials, is particularly vulnerable to the new tariffs and the "transshipment" clause [4][5][6] - The overall export volume from Vietnam to the U.S. is critical, as one-third of its exports go to the U.S., and any increase in tariffs could threaten economic growth [5][6][8] - The agreement may also affect Vietnam's competitive advantage in manufacturing, as companies are now evaluating how the new tariffs compare with those of neighboring countries [6][7] Business Reactions - Business leaders, such as the chairman of Thanh Cong Garment, express concerns about the potential challenges posed by the new tariffs and the vagueness of the "transshipment" definition [2][4] - Consulting firms are advising clients to navigate the uncertainties of the new trade agreement, highlighting the risks associated with the "transshipment" clause [5][6] - The Vietnamese government is under pressure to clarify the terms of the agreement and its implications for local businesses, especially in light of the significant reliance on Chinese supply chains [7][10]