Core Viewpoint - The Geneva statement marks the beginning of a new phase in the US-China relationship, shifting the focus from tariff disputes to technology breakthroughs, rule restructuring, and industrial chain competition [2][11]. Group 1: Market Reactions - Following the Geneva statement, the US lifted 91% of new tariffs on China and reduced the small package tax rate from 120% to 54%, leading to a surge in market activity [3][4]. - Export activities intensified, with logistics companies reporting a 35% increase in shipping orders from China to the US on the first day of the trade agreement [6]. - The stock market reacted positively, with the Shanghai Composite Index returning to 3400 points and the shipping index hitting a ceiling [6][7]. Group 2: Business Strategies - Companies are urged to reconsider their reliance on a single market and accelerate their overseas expansion strategies to mitigate risks [8][10]. - There is a growing trend among Chinese businesses to adopt a more rational approach to overseas investments, such as preferring leasing land instead of purchasing it outright [10]. - Experts suggest that businesses should utilize the 90-day window to enhance their overseas presence and diversify supply chains to reduce costs and comply with origin rules [17]. Group 3: Compliance and Risk Management - Companies need to strengthen their legal awareness and compliance capabilities, particularly regarding intellectual property and local regulations in target markets [18][21]. - It is essential for businesses to clarify contract terms related to tax and tariff responsibilities to avoid disputes arising from tariff changes [20][21]. - The importance of establishing a sustainable operational framework is emphasized, moving away from gray area practices to genuine localization in foreign markets [22][23]. Group 4: Long-term Outlook - The ongoing US-China trade tensions are expected to persist, necessitating a balanced approach to international market strategies [24][28]. - The restructuring of global supply chains is deemed irreversible, with a focus on building a globalized and localized supply chain system [25][26]. - The future investment landscape will likely center around technological innovation and domestic consumption, with a potential for gradual RMB appreciation [31][34].
新关税落地,开往美国的货船都快不够用了
吴晓波频道·2025-05-14 17:56