关税逆转：采购和供应链专业人士的建议

Investment Rating - The report suggests a proactive investment approach in the procurement sector, emphasizing immediate actions to capitalize on tariff reversals [1]. Core Insights - The U.S. Supreme Court ruling presents a significant cost recovery opportunity for organizations that act swiftly, as suppliers may not reduce prices automatically [2][3]. - Organizations that mobilize their procurement teams early will capture the most value and strengthen contract protections ahead of future policy changes [3]. Recommended Immediate Actions - Quantify Your Exposure: Identify tariff-impacted categories and suppliers, separating genuine tariff pass-throughs from margin expansions, prioritizing speed over perfection [4]. - Mobilize a Commercial Task Force: Shift from a reactive procurement approach to initiating proactive supplier conversations with clear timelines and price list submissions [5]. - Size the Recovery Opportunity: Treat the recovery as a structured savings initiative, estimating potential recovery by category and tracking progress weekly to leverage early action [7]. - Reassess Tariff-Driven Sourcing Decisions: Reevaluate sourcing decisions made to avoid tariffs, considering total landed costs and revisiting long-term agreements made under pressure [8]. - Strengthen Contracts for the Next Cycle: Update contracts to reinforce tariff clauses and cost-sharing language, embedding flexibility to avoid future renegotiations [9]. Policy Outlook - The report indicates that the administration may seek to reimpose tariffs, suggesting that organizations that utilize the current window for cost recovery and resilient contract structures will be better positioned for future policy changes [10].