Amazon(US:AMZN) 第一财经·2025-05-22 15:59Core Viewpoint - Despite fluctuations in U.S. tariff policies, consumer demand remains strong, with companies continuing to receive orders and maintain production levels [1][2][3]. Group 1: Consumer Demand - U.S. consumer demand is stable, with companies like Shanghai Weida continuing to receive orders despite tariff changes, indicating a strong market need [1][3]. - The RV market in the U.S. has approximately 10 million units, suggesting a persistent consumer base despite potential market fluctuations [3]. - Many Chinese sellers report ongoing demand from U.S. customers, with some companies actively preparing for upcoming sales seasons by increasing production and stock [4][5]. Group 2: Supply Chain Dynamics - Chinese suppliers maintain a unique advantage in the global supply chain, making it difficult for U.S. small and medium enterprises to find alternative suppliers [5][6]. - The recent tariff adjustments have led to increased urgency among U.S. customers to stock up on inventory, with many companies reporting significant order volumes [5][6]. - The logistics sector is responding to increased demand, with companies like Cainiao International Express reporting a surge in cross-border package volumes to North America and Latin America [6][7]. Group 3: Market Trends - The U.S. market remains a key battleground for cross-border e-commerce, with emerging markets like Latin America showing strong growth potential [7]. - Amazon's CEO noted an increase in purchasing in certain categories, indicating that consumers are preemptively stocking up in response to potential tariff impacts [7][8]. - Consumer confidence in the U.S. has shown signs of recovery following recent tariff policy changes, although some sellers are considering price increases for certain products [8].