速递｜中美贸易强烈震荡，部分深圳跨境卖家连夜撤出美国市场，越南墨西哥成最大赢家

Core Viewpoint - The unprecedented increase in tariffs on Chinese imports to the U.S. is causing significant disruption in the cross-border e-commerce industry, forcing many Chinese sellers on platforms like Amazon to either raise prices or exit the U.S. market entirely [1][2]. Group 1: Impact on Chinese Sellers - The president of the Shenzhen Cross-Border E-Commerce Association stated that the tariff situation is not merely a tax issue but a severe blow to the entire business model, making it extremely difficult for companies to operate in the U.S. market [1]. - A survey of five Amazon sellers in Shenzhen revealed that three are considering raising export prices, while two plan to withdraw from the U.S. market [1]. - Approximately half of the sellers on the Amazon platform are from China, with over 100,000 registered Amazon businesses in Shenzhen alone, generating total annual revenue of $35.3 billion [1]. Group 2: Shift in Market Strategy - Sellers are facing a dilemma as global markets struggle to absorb the large production capacity previously directed at the U.S., while intense price competition is eroding profit margins [2]. - A seller specializing in bags and Bluetooth speakers has raised U.S. market prices by 30% and is shifting resources to markets in Europe, Canada, and Mexico [2]. - Another experienced seller predicts significant price increases as existing inventory runs out, with production costs for certain products rising from $3 to $7 due to tariffs, necessitating a price hike of at least 20% to maintain profit margins [2]. Group 3: Broader Implications - The president of the association warned that the tariff-induced shockwave could lead to deeper social impacts, as the global supply chain undergoes significant restructuring [2].