7月以来，FuturuX生产运营副总裁张良海在国内和东南亚来回奔波。FuturuX是高飞集团下设专注于自行车制造的公司，在全球拥有4个制造基地。 "今年5月越南工厂投产，之前柬埔寨工厂2023年底建成并正式投产，国内还有位于江苏、浙江的两家工厂。海外工厂的建立让我们实现了供应链多元化和全 球化生产布局。"张良海告诉21世纪经济报道记者。 （ FuturuX 宁波泰茂工厂的 产品展示，拍摄 / 柳宁馨） 高飞集团在东南亚布局生产基地，是中国企业全球化生产的一个缩影。当前，国际形势复杂严峻，我国外贸保持较强韧性，民营企业成为重要支撑力量。 今年上半年，我国货物贸易进出口21.79万亿元人民币，同比增长2.9%，其中，出口13万亿元，增长7.2%。上半年，我国有进出口实绩的外贸企业62.8万 家，历史同期首次突破60万家，其中，民营企业54.7万家，进出口增长7.3%，占进出口总值近6成。 在生产全球化的同时，中国本土市场越发重要，内外贸一体化发展也成为中国企业的转型策略。不过，国内市场碎片化、品牌认可度低等困难仍然存在，不 少外贸企业从线上开启内销第一步。 21世纪经济报道记者柳宁馨 杭州报道 "中国制造业企业在 ...

Core Viewpoint - The impact of the U.S. tariffs on China continues to affect the pharmaceutical and medical device industries, with most medical consumables and devices not included in the exemption list, leading to increased tariff burdens [1][4][3]. Tariff Impact on Pharmaceuticals - Most pharmaceutical formulations, including various chemical drugs and vaccines, are exempt from the new 34% tariffs, maintaining a current tariff level of 20% [1]. - Specific drugs, such as those containing insulin and certain anti-malarial components, are excluded from tariffs, while medical devices like syringes will see tariffs rise from 120% to 154% [1][4]. Trade Statistics - In 2024, China's pharmaceutical exports to the U.S. are projected to reach $19.047 billion, with medical devices accounting for $11.758 billion and Western medicines for $6.425 billion [4]. - The U.S. remains China's largest export market for medical devices, comprising 24.1% of total exports [4]. Affected Sectors and Companies - The medical device sector, including syringes, gloves, and diagnostic equipment, is significantly impacted by the new tariffs, with companies like Canna, Kangdelai, and Wuzhou Medical being directly affected [5]. - Companies involved in the production of raw materials and pharmaceuticals, such as Hepalink and Hanyu Pharmaceutical, are also facing challenges due to the tariff changes [7][8]. Strategic Responses from Companies - Many pharmaceutical companies are adjusting their strategies to reduce reliance on the U.S. market by expanding into other regions like Europe and Southeast Asia [9][10]. - Companies like Mindray Medical and Hepalink have established local production facilities in the U.S. to mitigate tariff impacts and enhance compliance [10][11]. Internal Optimization Strategies - Some companies are focusing on improving internal operational efficiency and cost structures to withstand the uncertainties posed by the tariffs [12][13]. - For instance, Xianju Pharmaceutical is concentrating on production efficiency and cost reduction while shifting its export focus to the EU and Southeast Asia [12].