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欧江波:外贸企业要意识到中美贸易博弈的长期性
Jing Ji Guan Cha Bao· 2025-05-20 15:17
Group 1 - The recent high-level economic talks between China and the U.S. in Geneva have led to substantial progress in tariff policies, indicating a potential easing of trade tensions [1] - China, as the world's largest production base, holds a seller's monopoly advantage, while the U.S. possesses the largest consumer market, giving it a buyer's monopoly advantage [1] - In the short term, the U.S. may face significant social pressure due to difficulties in finding alternatives to Chinese suppliers, which could lead to higher prices or product shortages [1] Group 2 - In the medium to long term, both sides will seek to maintain their relative monopoly advantages while attempting to weaken the other's position, making the outcome of the trade dynamics uncertain [2] - The trade war is seen as a result of intensified global economic contradictions, rather than mere political whims, suggesting a prolonged conflict [2] - Companies must recognize that the challenges and competition posed by the trade war will be long-term, necessitating strategic planning for sustained engagement [2] Group 3 - Companies are advised to optimize their strategies by balancing their market presence between the U.S. and non-U.S. markets, as well as domestic and international markets to mitigate risks [3] - The dynamic market conditions require companies to reassess their entire trade, production, and supply chain processes, moving away from traditional mass production models to more efficient and flexible operations [3] - Emphasis on technological and product innovation is crucial for companies to continuously offer differentiated products or services tailored to various markets [3]