供应链透明化

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关税大反转!中国电商突然逆袭,特朗普急了
Xin Lang Cai Jing· 2025-04-19 01:25
Core Viewpoint - The ongoing trade war between the U.S. and China, marked by escalating tariffs, has unexpectedly benefited Chinese e-commerce platforms, particularly Taobao, which has seen a significant surge in overseas downloads and usage [2][4]. Group 1: Impact of Tariffs on E-commerce - The U.S. has increased tariffs on Chinese goods to 245% due to retaliatory measures from China, following a previous increase to 125% [2]. - Taobao's overseas downloads skyrocketed from 10.4 thousand to 32.6 thousand between April 12 and April 15, representing a 222% increase, with North American and European iOS downloads growing by 483% and 439%, respectively [4]. - The surge in Taobao's popularity is reflected in its ranking, where it reached the second position in the U.S. App Store shopping category and topped the download charts in 16 countries [2][4]. Group 2: Adaptation of Chinese E-commerce Platforms - DHgate, a B2B platform, has also benefited from the tariff situation, becoming a vital resource for small wholesalers by allowing them to circumvent high tariffs through smart packaging strategies [5][6]. - DHgate's download volume increased by 800% in April, with over 3,000 U.S. wholesalers using the platform daily [8]. - The trade barriers have prompted a rise in consumer awareness and alternative purchasing strategies, as seen in discussions on platforms like Reddit and YouTube [9]. Group 3: Strategic Shifts in E-commerce - The crisis has highlighted the importance of supply chain transparency as a core competitive advantage, with platforms showcasing factory processes to build consumer trust [11]. - Technological tools, such as AI-driven customer service and smart order splitting, have become essential for navigating the challenges posed by tariffs [11]. - The current trade dynamics suggest a shift towards decentralized global trade models, where smaller platforms like Taobao and DHgate can thrive despite the challenges faced by larger corporations [11].
芯片法案,穷途末路
半导体行业观察· 2025-03-07 01:23
如果您希望可以时常见面,欢迎标星收藏哦~ 芯片法案的生命,似乎即将迎来彻底的终结。 美国总统唐纳德·特朗普在3月4日的国会演讲中表示,美国国会议员应当废除2022年通过的一项重要 的两党立法,该法案提供527亿美元的补贴用于半导体芯片制造和生产,并将这笔资金用于偿还债 务。 "《芯片法案》是一个非常糟糕的法案。我们投入了数千亿美元,但它根本没有意义。他们拿了我们 的钱,却不去花费,"特朗普表示。"你们应该废除《芯片法案》,而且无论还剩下多少钱,议长先 生,你应该用它来减少债务。" 而早在他演讲之前,负责管理《芯片法案》的美国商务部办公室就已有约三分之一的工作人员遭到 解雇,知情人士称,裁员包括约 20 名自愿延期辞职的员工,以及约 40 名试用期员工,将于周一被 解雇。 《芯片法案》曾一度被视为振兴美国半导体产业的关键,如今却面临烟消云散的凄惨结局,这其中 到底发生了什么? 百亿补贴 先来说说美国《芯片法案》的诞生背景吧。 当2020年新冠疫情席卷全球之际,半导体行业出现了极其罕见的短缺现象,部分芯片疯狂涨价,长 时间的断货让世界各国都意识到了半导体供应链的脆弱性。而对于美国来说,其高度依赖亚洲(尤 其是中国 ...