中美关税战按下「暂停键」，中小出口商仍在观望丨氪金·大消费

Core Viewpoint - The article discusses the recent pause in the US-China tariff trade friction, highlighting the importance of sustainable bilateral trade relations for both countries and the global economy [3][4]. Group 1: Tariff Changes - The US has committed to canceling 91% of tariffs imposed on Chinese goods and modifying a 34% tariff, with 24% of it suspended for 90 days, while retaining 10% [3]. - China reciprocated by canceling 91% of its counter-tariffs on US goods and suspending 24% of the 34% counter-tariff for 90 days, keeping 10% [3]. Group 2: Impact on Businesses - Major retailers like Amazon and Walmart have adjusted their strategies in response to tariff changes, with Amazon labeling "tariff costs" on products, which was met with strong opposition from the White House [5]. - Smaller trading companies lack the negotiating power of larger firms and remain in a passive position amid the trade tensions [5][6]. Group 3: Supply Chain and Pricing - The cancellation of the T86 tax exemption for small packages has led to increased costs for cross-border platforms, causing a price surge for goods [10]. - Shipping costs have doubled, with container prices rising from around $6,000 to between $12,000 and $15,000, impacting low-margin consumer goods [12][11]. Group 4: Consumer Behavior and Market Dynamics - American consumers' perception of Chinese products has shifted from low-quality to brand recognition and trust, with Xiaomi's success in the US market exemplifying this change [16]. - Retailers like Costco and Best Buy have different pricing strategies, affecting how suppliers manage their pricing and inventory in response to tariffs [17]. Group 5: Domestic Market Opportunities - Domestic retailers in China, such as Yonghui and Hema, are increasingly engaging with export traders to source foreign products, indicating a shift in market dynamics [22]. - Some suppliers are exploring domestic markets for their products, but challenges remain for those with customized products due to differing consumer preferences and production costs [23].