Core Viewpoint - The article discusses the urgent need for Chinese global enterprises to adapt their supply chains in response to the tightening of U.S. customs regulations and tariffs, emphasizing the importance of relocating supply chains to Southeast Asia and diversifying markets beyond the U.S. [3][4][10] Group 1: Supply Chain Adaptation - The new U.S. customs regulations require strict documentation for goods imported from third countries, particularly targeting Vietnam and Mexico, which will significantly impact supply chain strategies for Chinese companies [3][4][10]. - Companies like Anker Innovations and Zhiou Technology have already begun relocating 20-30% of their supply chains to Southeast Asia, demonstrating a proactive approach to mitigate tariff impacts [6][11]. - The "Tech-Trade" investment model, which focuses on technology leadership, manufacturing control, and trade flexibility, is being adopted to navigate the challenges posed by tariffs and supply chain decoupling [5][12]. Group 2: Pricing Strategies - Anker Innovations has raised prices by approximately 18% for several products sold on Amazon, while Zhiou Technology has increased prices by nearly 30%, indicating a shift in pricing strategies to maintain margins despite rising costs [12][10]. - Companies must enhance product performance and value to justify price increases, as traditional cost advantages are becoming less viable [12][10]. Group 3: Market Expansion - There is a strong emphasis on expanding into non-U.S. markets, particularly Europe, which presents significant opportunities despite its complexities [18][19]. - The establishment of overseas warehouses is crucial for companies transitioning from "export" to "overseas operations," allowing for better inventory management and local market responsiveness [19][20]. Group 4: Product Development - Companies are encouraged to develop products that cater specifically to overseas markets rather than relying on products that are universally applicable, as this reduces the risk of being replaced by competitors [20][21]. - The focus should be on creating high-margin products that can withstand tariff pressures while maintaining consumer demand [21][20]. Group 5: Investment Strategy - The article advocates for a long-term investment strategy in globalization, emphasizing that manufacturing will not return to the West and that global market opportunities remain robust [22][21]. - Investors should focus on creating value through strategic partnerships and long-term planning rather than short-term gains, positioning themselves as "capital farmers" rather than "capital hunters" [29][30].