“价格战没有意义”！“关税风暴”之下，外贸企业亲述应对策略

Core Viewpoint - The article discusses the impact of the recent increase in tariffs imposed by the U.S. on Chinese exports, highlighting the adjustments and strategies that Chinese companies are adopting in response to these challenges [1][4][16]. Group 1: Impact of Tariffs on Exporting Industries - The increase in tariffs from 8.4% to 12.5% has significantly raised export costs for Chinese companies, leading to some orders being paused [1][4]. - Industries heavily reliant on exports to the U.S., such as machinery, textiles, and appliances, are expected to face substantial impacts due to their high dependency on the U.S. market [5][6]. - In 2024, the total export value of Chinese machinery and electrical equipment to the U.S. is projected to be 155.27 billion RMB, accounting for approximately 42% of its exports to the U.S. [5]. Group 2: Company Responses and Strategies - Companies are exploring various strategies to mitigate the impact of tariffs, including shifting focus to domestic markets and other international markets such as Europe and Southeast Asia [1][8]. - Some companies, like Ningbo Ruiyi, are considering establishing manufacturing facilities in Southeast Asia to reduce reliance on the U.S. market [7][8]. - The trend of diversifying markets is evident, with companies reducing their dependence on the U.S. market from over 20% to below 20% as they expand into new regions [8][9]. Group 3: Domestic Market Opportunities - There are positive signals from the domestic market, with government discussions on potential support measures for industries heavily affected by tariffs [2][15]. - Companies are increasingly focusing on the domestic market, with some expanding their reach into regions like Sichuan and Chongqing [9][10]. - The emphasis on enhancing product competitiveness and innovation is crucial for companies to adapt to the changing international landscape [11][12]. Group 4: Long-term Strategic Outlook - Despite the current challenges, companies recognize that international expansion remains a key strategy, with a focus on differentiated layouts and value enhancement [12][13]. - The need for companies to transition from being mere manufacturers to service providers is highlighted as a way to build resilience against market fluctuations [10][11]. - Experts suggest that China's established global supply chain advantages will continue to support its international trade efforts, despite the pressures from U.S. tariffs [14][15].