" 亚马逊的另一只「火箭」：中国供应链转移。 " 作者丨覃倩雯 编辑丨刘伟 2024年的越南很是热闹，成为了跨境电商平台们竞逐的舞台：有的强势攻入又被火速下架，有的正在筹谋 产业链迁移，而有的正在重新调整团队、理清思路。 雷峰网曾报道，今年1月初亚马逊全球开店（AGS）悄悄对东南亚区域团队进行了一场大调整：所有东南 亚团队合并组成东南亚全球销售团队，明确将越南定为亚马逊东南亚的业务中心，由胡瑛（职级L7）出任 AGS东南亚大区的负责人。 知情人士告诉雷峰网，此前亚马逊在东南亚每个国家都有团队，仅越南就有五六十个人的团队。这次调整 之后，亚马逊在越南投入的人力翻了几倍。（欢迎对电商平台、越南市场感兴趣的业者添加微信 qqw_501 交流。） 人力扩充背后，是亚马逊正在迫切寻找下一个市场增量，来应对Temu给它带来的猛烈冲击。 上述知情人士透露，亚马逊全球开店业务在当地都是本地卖家。亚马逊在中国做得很成功，但是受到 Temu崛起后的挤压，亚马逊发现它在中国市场的发展已经到顶了，所以跑到东南亚。 不过东南亚这么大，亚马逊为什么偏偏选中了越南？ 其实不止是亚马逊，过去几年，Shopee、TikTok等跨境电商平台也在 ...

Core Viewpoint - The article discusses how the U.S. tariff issues have prompted Chinese supply chains to shift to Vietnam, with Amazon strategically positioning itself to benefit from this transition [1][2][10]. Group 1: Impact of U.S. Tariffs - Since Trump's second term, U.S. tariff issues have negatively impacted China's cross-border e-commerce platforms, affecting various stakeholders including platforms, major sellers, traders, and logistics providers [4]. - Vietnam has emerged as the preferred location for Chinese companies to mitigate supply chain risks due to its geographical proximity and lower logistics costs [5][7]. - Many financially capable cross-border sellers are relocating core supply chain resources to Vietnam, establishing overseas warehouses or factories to adapt to the changing market [6][8]. Group 2: Amazon's Strategic Moves - Amazon has quietly positioned Vietnam as its Southeast Asia business hub, merging teams and enhancing logistics capabilities in anticipation of U.S. tariff challenges [11][12]. - The appointment of a new leader from AWS to oversee Amazon's Southeast Asia operations indicates a strategic shift towards strengthening its presence in Vietnam [12][13]. - As Chinese supply chains move to Vietnam, Amazon is likely to benefit from an increase in available goods, prompting the need for improved tools to attract local Vietnamese sellers [13][14]. Group 3: Market Dynamics - The article highlights that the logistics flow is adapting to the new supply chain dynamics, with major logistics providers establishing direct routes to facilitate shipments from Vietnam to the U.S. [6][9]. - The experience from previous trade wars has made the industry more resilient, with many companies prepared to adjust pricing strategies to cope with increased logistics costs [9]. - Vietnam's rapid economic growth and e-commerce potential make it an attractive market for Chinese companies looking to expand internationally [7].