Core Viewpoint - The recent fluctuations in U.S. tariff policies under the Trump administration have created significant challenges for Chinese export businesses, particularly in the cross-border e-commerce sector, which heavily relies on small package direct mail models [1][15]. Group 1: Impact on Chinese Export Businesses - The U.S. tariff policies have led to a change in cost structures for Chinese exporters, making it difficult to pass on tariff costs to U.S. consumers, thereby compressing profit margins [1][5]. - Approximately 15% of China's total exports are directed to the U.S., and labor-intensive industries are particularly vulnerable to high tariffs, potentially leading to a withdrawal from the U.S. market [1][5]. - The cancellation of the $800 small package exemption has posed a major challenge for cross-border e-commerce sellers, necessitating a complete transformation of their business models [15][16]. Group 2: Strategies for Adaptation - Companies are advised to adjust their supply chain layouts by relocating production to countries like Mexico or Southeast Asia to benefit from lower tariffs [2][5]. - Optimizing supply chains and enhancing product differentiation can help companies maintain competitiveness despite tariff increases [6][8]. - Some companies are considering establishing manufacturing facilities in the U.S. to mitigate tariff impacts, although this comes with its own set of challenges and uncertainties [7][9]. Group 3: Market Diversification - Companies are encouraged to reduce reliance on the U.S. market and explore emerging markets in Southeast Asia, the Middle East, and Latin America, which have shown rapid trade growth with China [12][19]. - A strategic reassessment of product offerings is necessary, focusing on high-margin items that can withstand tariff pressures while considering market dynamics [9][12]. Group 4: Long-term Implications - The ongoing tariff war reflects a broader geopolitical struggle, with potential long-term impacts on global trade dynamics and the international order [25][29]. - The shift towards a more diversified international trade system is seen as essential for mitigating risks associated with U.S. tariff policies and fostering a more stable global economic environment [29][30].