外贸冲击波：中美关税下调之后……

Core Viewpoint - The recent "Joint Statement" from the China-U.S. trade talks has activated various sectors of the market, leading to a surge in export activities and a potential increase in shipping prices as companies rush to take advantage of the temporary tariff reductions [1][3]. Group 1: Market Reactions - The electronic components market has seen a rapid recovery, with businesses in Shenzhen's Huaqiangbei area reporting increased activity and significant price drops for certain CPU models, indicating a return to pre-tariff conditions [5][6]. - Companies like Honglida and Weidian New Energy are resuming exports to the U.S. after previously halting orders due to tariffs, with some clients eager to restart production and shipping [2][9]. - The logistics sector anticipates a "rush" to ship goods during the 90-day window, although some companies are still assessing the situation before committing to large shipments [7][12]. Group 2: Tariff Implications - The new tariff policy has resulted in the U.S. canceling 91% of additional tariffs, while China reciprocated with a similar reduction, which is expected to benefit both producers and consumers in both countries [3][4]. - Despite the tariff reductions, shipping costs have risen, offsetting some of the benefits from lower tariffs, leading to a complex pricing environment for exporters [3][6]. - Companies are actively negotiating new prices with U.S. clients to address the remaining tariffs, indicating a shift in the dynamics of trade relationships [9][10]. Group 3: Strategic Adjustments - Many companies are considering long-term strategies to mitigate risks associated with U.S. tariffs, including diversifying their production locations to Southeast Asia [19][20]. - Firms like Honglida have already begun exploring overseas production options to reduce reliance on the U.S. market, which has decreased from 80% to 50% of their revenue [19]. - The overall sentiment among companies is cautious optimism, with many preparing for potential future changes in trade policies while seeking to stabilize their operations [12][22].