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特朗普加征关税当天,中国卖家接到来自美国的上千万大单
第一财经·2025-05-09 10:46

Core Viewpoint - Despite the imposition of high tariffs by the U.S., Chinese suppliers continue to receive substantial orders from American clients, indicating the resilience and competitive advantage of the Chinese supply chain in the global market [2][5][8]. Group 1: Impact of Tariffs on Orders - Chinese sellers are still able to fulfill large orders from U.S. clients, with one seller reporting an order exceeding 10 million RMB on the day tariffs were announced [2][5]. - A seller specializing in custom sunrooms noted a 10% year-on-year increase in orders since the tariffs were announced, highlighting the ongoing demand despite increased costs [5]. - U.S. customers are willing to pay the additional costs associated with tariffs, as the total cost of products from China remains lower than local alternatives [5][8]. Group 2: Advantages of Chinese Supply Chain - The Chinese supply chain is viewed as irreplaceable by many U.S. businesses, with a significant reliance on Chinese suppliers due to their efficiency and product quality [8][9]. - Research indicates that U.S. small and medium enterprises find it challenging to shift their supply chains away from China in the short term [8]. - The competitive advantages of Chinese manufacturing, including skilled labor and large-scale production capabilities, are expected to remain unmatched for the next 10 to 15 years [9]. Group 3: Consumer Behavior and Market Trends - Despite the tariffs, consumer demand in the U.S. remains strong, with platforms reporting that order volumes have not significantly decreased [6][10]. - There is a noticeable increase in direct orders from individual U.S. customers seeking to purchase products directly from Chinese manufacturers [9]. - The cancellation of the U.S. exemption on small package imports from China is seen as detrimental to both countries' businesses and consumers, yet it does not hinder the growth of cross-border e-commerce [10].