关税风暴中的外贸厂商：准备两年不赚钱，但大限来临前狠赚了一把

Core Viewpoint - The article discusses the impact of high tariffs on Chinese imports to the U.S., leading to significant changes in supply chain strategies and business operations for companies involved in international trade [1][2][3]. Group 1: Tariff Impact on Businesses - The imposition of a 125% tariff on Chinese goods has led to a drastic reduction in warehouse activity, with many importers either clearing out inventory or shifting supply chains to Mexico and Southeast Asia [2][3]. - Companies like Lin Zhenqiang's toy factory have seen a 30% drop in orders, forcing them to give workers extended breaks and reconsider their production strategies [2][3]. - The uncertainty surrounding tariffs has made it difficult for businesses to plan, with some companies facing significant financial losses due to canceled orders and increased logistics costs [3][4]. Group 2: Supply Chain Adjustments - Businesses are exploring alternative manufacturing locations, such as Vietnam and Mexico, but face challenges including rising tariffs and logistical risks [3][10]. - The introduction of a new origin verification system by U.S. Customs complicates the ability to label products as "Made in Vietnam," as it requires proof of material sourcing [9][10]. - Companies are considering unconventional strategies, such as splitting products into components to reduce tariff burdens, but this adds complexity and risk to logistics [20][21]. Group 3: Market Dynamics and Consumer Behavior - Despite the challenges, there is still demand in the U.S. market, with consumers beginning to stock up on goods in anticipation of further price increases due to tariffs [16][23]. - The exchange rate between the U.S. dollar and the Chinese yuan has also played a role in profitability, with fluctuations impacting revenue from sales [17]. - Companies are adapting to the changing landscape by finding new customers and exploring different sales channels, even as they face rising operational costs [23][24].