Core Viewpoint - Despite fluctuations in U.S. tariff policies, consumer demand remains strong, with companies continuing to receive orders and maintain production levels [1][2][3]. Group 1: Consumer Demand - U.S. consumer demand is stable, with companies like Shanghai Weida continuing to receive orders despite tariff changes, indicating a strong market need [1][3]. - The RV market in the U.S. has approximately 10 million units, suggesting a persistent consumer base despite potential market fluctuations [3]. - Many Chinese sellers report ongoing demand from U.S. customers, with some companies actively preparing for upcoming sales seasons by increasing production and stock [4][5]. Group 2: Supply Chain Dynamics - Chinese suppliers maintain a unique advantage in the global supply chain, making it difficult for U.S. small and medium enterprises to find alternative suppliers [5][6]. - The recent tariff adjustments have led to increased urgency among U.S. customers to stock up on inventory, with many companies reporting significant order volumes [5][6]. - The logistics sector is responding to increased demand, with companies like Cainiao International Express reporting a surge in cross-border package volumes to North America and Latin America [6][7]. Group 3: Market Trends - The U.S. market remains a key battleground for cross-border e-commerce, with emerging markets like Latin America showing strong growth potential [7]. - Amazon's CEO noted an increase in purchasing in certain categories, indicating that consumers are preemptively stocking up in response to potential tariff impacts [7][8]. - Consumer confidence in the U.S. has shown signs of recovery following recent tariff policy changes, although some sellers are considering price increases for certain products [8].

同时，他表示，美国客户也很难找到替代方案。一是因为公司在行业深耕15年，在国内和海外都有很多 专利。二是美国本土制造商的大部分零件来源于中国供应商，丁林锋也有很多面向企业的客户。三是美 国的制造成本过高，客户计算过叠加高关税后，中国产品的价格仍仅为美国本土产品价格的三分之一。 不少中国卖家有同感。"美国消费需求一直存在，很多跨境商家会针对美国市场开发产品，消费者对中 国产品和供应链的依赖也很强。"国内某智能设备品牌负责人Jimmy表示，关税下调后工厂正在努力生 产、接单、发货，一方面是消化过去一段时间的消费需求，另一方面为年中大促以及之后的旺季做准 备。物流方面，公司通过跨境小包将新品、测试品以及零件、配件等送往海外消费者，成熟和销量稳定 的产品则备货海外仓，近期也通过空运、海运等形式积极发货和补货。 有卖家表示，部分着急的美国客户要求部分货物直接走空运。 "有个客户在4月12日下了10万美元的订单，近期他又追加了20万美元的订单。"上海威迩达遮阳设备有 限公司总经理丁林锋日前对第一财经表示，过去一个月美国关税政策虽然起伏较大，但市场整体需求一 直存在。4月至今，他的工厂持续生产商品，近期因为客户的追加订单更 ...

Core Insights - Recent easing of China-U.S. trade relations has led to potential recovery of Temu's full-service model for the U.S. market [2][10] - U.S. tariffs on small packages from China have significantly decreased, providing a favorable environment for cross-border e-commerce platforms like Temu [6][10] Tariff Adjustments - U.S. tariffs on Chinese goods have been reduced from 145% to 30%, with small package tariffs dropping from 120% to 54%, and currently, the effective rate is around 30% [2][6][10] - This reduction is expected to alleviate operational pressures on Temu and similar platforms, allowing them to resume direct shipments from China [6][11] Business Strategy Changes - Temu has announced plans to resume its full-service model, encouraging sellers to increase inventory by 30%-40% in anticipation of order growth [3][4] - The platform is also allowing sellers to relist previously delisted products due to cost disadvantages, taking advantage of the new tariff structure [4][5] Compliance and Operational Adjustments - New compliance requirements for Temu's full-service model include providing proof of non-Chinese origin for products, with some flexibility for high-scoring brands [4][11] - The platform is expected to enhance its logistics and supply chain management to adapt to the changing tariff landscape [10][12] Market Impact - Analysts predict an increase in the volume of products shipped from China to the U.S. in the coming weeks, as Temu and competitors like Shein adjust to the new tariff environment [5][11] - Price adjustments on Temu's platform reflect the ongoing adaptation to the new trade policies, with some products seeing price increases while others stabilize [5][10]