各执一词 美国财政部长贝森特当地时间18日承认，受到政府关税政策影响，美国零售巨头沃尔玛可能会提高价格。他也承 认一部分关税最终会落到消费者头上，使其遭受经济上的痛苦。 在沃尔玛预告要因关税提高商品价格后，美国总统特朗普发文，抨击沃尔玛将商品涨价归咎于关税，称该公司应 该承担美国关税政策所带来的额外成本。沃尔玛公司此前表示，受美国关税政策影响，其将上调部分商品在美售 价。特朗普则认为，沃尔玛去年利润丰厚，理应自行承担关税成本。沃尔玛在美国拥有海量门店，且客户覆盖不 同年龄、收入和地区的人群，经常被视为衡量美国消费健康状况的"晴雨表"。沃尔玛的表态，表明美国关税政策 的影响正在逐渐向经济渗透。 环境中的不确定性，导致短期预测变得极为困难。"沃尔玛表示。 美国有线电视新闻网（CNN）称，面对关税冲击，一些公司提高了全部商品的价格，另一些公司则直接下架了可 能会引发价格冲击的产品。目前，美国玩具制造商美泰公司、工具制造商史丹利百得公司以及消费品巨头宝洁公 司等已宣布涨价或计划涨价。此外，福特汽车近期刚刚宣布将提高旗下三款畅销车型的价格。法国奢侈品牌爱马 仕此前也表示，将上调美国市场的价格。 美国泰尔西咨询集团此前发 ...

【环球时报驻美国特约记者 萧达 王逸】在零售业巨头沃尔玛宣布将大幅提价以应对关税后，美国总统 特朗普17日在社交平台上发帖对其猛烈抨击。他威胁沃尔玛"应立即停止将价格上涨归咎于关税"，并要 求该公司"吞下（指自行吸收）这些关税"。实际上，沃尔玛并非率先宣布涨价的公司，许多美国公司都 已经宣布或考虑宣布产品涨价。关税引发的通胀担忧严重打击了民众的消费信心。美国16日公布最新的 消费者信心指数，创下有记录以来的倒数第二低值。同一天，国际信用评级机构穆迪宣布将美国主权信 用评级从最高的Aaa下调至Aa1，标志着三大国际评级机构全部将美国主权信用评级降至3A级以下。美 国人的"信心"和美国的"信用"为何突然下降？许多美国经济学者和媒体认为，这显示出美国普通家庭和 经济界对经济前景的悲观情绪正在加重，根本原因在于美国政府将短期政治利益凌驾于长期经济健康之 上。有美国媒体称，如果连以低价为核心的零售巨头都难以维持低价承诺，号称"全球最大"的美国消费 市场可能面临一场前所未有的风暴。 " 价格上涨幅度和速度将前所未有 " 美国Axios新闻网站称，如果以低价为核心的零售巨头沃尔玛都在提价，这解释了为什么其他厂商将会 跟进。 ...

Suspension and Resumption of Trading - *ST Mingjia has its delisting risk warning removed and continues to implement other risk warnings, resulting in stock suspension [1] - ST Shengda has its other risk warning removed, leading to stock suspension [1] - *ST Aonong has its delisting risk warning and other risk warnings removed, resulting in stock suspension [2] - Electric Investment Energy plans to issue shares and pay cash to acquire Baiyinhua Coal Power equity, leading to stock resumption. The target company's main business includes coal, aluminum, and electricity production and sales [2] - Binhai Energy plans to acquire 100% equity of Cangzhou Xuyang Chemical Co., Ltd., resulting in stock resumption [3] - Guangyang Co., Ltd. is planning to acquire 100% equity of Yinqiu Technology, leading to stock suspension [4] Share Buybacks and Increases - Siyuan Electric plans to repurchase shares worth between 300 million to 500 million yuan [5] - Tunnel Co., Ltd.'s controlling shareholder plans to increase company shares by 250 million to 500 million yuan [6] - Jianghan New Materials plans to repurchase shares worth between 200 million to 400 million yuan [7] Investment Cooperation and Operational Status - Qunxing Toys' subsidiary signed a 113 million yuan computing power service agreement with Tencent [8] - Zhongwei Semiconductor's end customer is Yushu [9] - Xinhongye's wholly-owned subsidiary Jiangsu Huaguang won a bid for "Zhangzhou Nuclear Power Plant Units 3 and 4 and Zhejiang Jin Qimen Nuclear Power Plant Units 1 and 2 K3 control cable equipment procurement," with a total bid amount of 102 million yuan [9] - Lianrui New Materials plans to issue convertible bonds to raise no more than 720 million yuan for high-performance high-speed substrate ultra-pure spherical powder material projects, high thermal conductivity high-purity spherical powder material projects, and to supplement working capital [9] - Newhan New Materials' DFBP new capacity has been verified by PEEK manufacturers and has begun bulk supply [10] - AVIC High-tech's composite materials company plans to invest 918 million yuan to enhance the capability of aviation composite material components [11] - Wentai Technology plans to sell assets worth 4.389 billion yuan, strategically exiting the product integration business to focus resources on semiconductor business development [11] - Guangbai Co., Ltd. plans to jointly invest with China Duty Free Group to establish Guangzhou Duty-Free Store Co., Ltd. [12] - Baiyun Airport, along with China Duty Free Group, Guangbai Co., Ltd., and Lingnan Holdings, plans to jointly invest to establish a company for operating Guangzhou's city duty-free store business, with a registered capital of 45 million yuan [12]

"这款好不好卖？" "仅其中1天的下单量，就欠货1100多单。"咔得乐智能科技董事长张衡清楚地记得这个数字，那时候即 使注明到货需要等20多天，客人也还是源源不断下单。"我们第一次体验到了美国圣诞节的购物高 潮。"他随即决定开足马力提升产能。 在美线上火爆，线下订单也走俏。但很快，随着4月初美国加征所谓"对等关税"，市场出现了变化。因 为关税的原因，美国线下经销商为了保住利润提议涨价，被张衡果断拒绝。 "在亚马逊美国站常断货！" 5月17日上午10点，满载河北石家庄采购商的一辆大巴停在了山东国际会展中心5号馆门前，玩具采购商 陶先生一下车便直奔馆内。很快，陶先生被展馆"C位"的一家名为山东咔得乐智能科技有限公司（简 称"咔得乐智能科技"）的外贸积木玩具展台吸引。 "色泽、质感以及拿在手上的分量，一点也不次于乐高。"同样在这家公司玩具展台前，手办发烧友刘乐 拿着一只积木拼搭的足球看了又看。在网上刷短视频看到展会消息的他，直呼此番探展被刷新了认 知："没想到这么棒的积木手办，出自咱们山东外贸企业之手！" "我是河北玩具经销商，加下好友。""足球我要了。"加上好友，买下爆款，采购商和消费者"扎堆儿"在 展台与商家交 ...

（原标题：中国企业的国际化应该是星辰大海｜微观视界） 谢泓/文 刚开始投资越南时，徐总觉得越南像改革开放之初的珠三角，充满了生机与活力。当时，他经常哼唱的 歌曲是《在希望的田野上》，PPT报告的封面是两位戴斗笠的越南少女推着自行车走在绿色田野上。 投资越南的前两年没有利润，一是新增投资带来财务负担；二是管理新工厂带来的成本，主要涉及国内 管理层的派遣与当地工人生产效率的问题；三是依托中国供应链带来的各种成本。 但就在生产效率提升、企业开始获得利润的时候，一场持续几年的新冠疫情以及随之而来的运输、管控 及各种不确定性，又影响了正常经营。疫情结束后，徐总刚要进行新布局时，却因疫情时期的过度备货 影响了企业的利润。 "一家贴牌制造企业过去讲的不确定性，对今天的国际贸易而言绝对是'凡尔赛'。"徐总发现，企业布局 国际化业务，很多事情都要自己把握，渠道与品牌自不用讲，售后服务、物流及关税政策等风险，不确 定性就是常态。 面对新关税，徐总提出了三个建议：一是抱团出海，应对市场的不确定性，集合大家力量将是第一要 务；二是做好组织调整，打造一支能去到世界各地、领导不同文化背景员工的干部队伍，需要能够在世 界各地拥有生产制造的 ...

Group 1 - Walmart is set to increase prices on certain products due to high tariff costs, indicating the impact of U.S. tariff policies on the economy [2][3] - Walmart's CFO stated that the magnitude and speed of price increases will be unprecedented, with about one-third of the products sold in the U.S. being imported [3] - Despite maintaining annual sales and net profit outlooks, Walmart refrained from providing forecasts for the May to July quarter due to unpredictable trade negotiations [3] Group 2 - Tariffs have made various products, such as mattresses and toys, more expensive, contributing to a 0.3% increase in prices this year according to the Federal Reserve [4] - Several companies, including Mattel and Procter & Gamble, have announced or planned price increases in response to tariffs, while some have chosen to remove products from shelves [4] - Retailers are facing pressure to raise prices to offset higher costs, leading to increased financial strain on American households, as indicated by a rise in the proportion of families only making minimum credit card payments [5]

Core Viewpoint - The recent adjustments in U.S.-China tariffs have led to a surge in production and export activities among toy manufacturers in Chaozhou, Guangdong, as they aim to capitalize on a 90-day window to ship goods before potential tariff re-implementation [1][4]. Group 1: Impact of Tariff Adjustments - The U.S. has canceled 91% of additional tariffs on Chinese goods and suspended 24% of tariffs for 90 days, prompting manufacturers to expedite shipments [1]. - Many toy manufacturers, including Weili Intelligent Technology Co., have resumed production and shipping after previously facing order delays due to high tariffs [2][4]. - The toy industry in Chaozhou typically sees a peak in exports from April to October, but the imposition of tariffs in April caused significant disruptions [2][3]. Group 2: Production and Order Fulfillment - Weili Intelligent reported a full production schedule, with orders extending into September as they work to fulfill delayed shipments [4]. - Other companies, such as Daya Plastic Toys Co., have also resumed production and are receiving new orders from U.S. clients [4]. - Blue Light Electronics Technology Co. noted a 30% increase in order volume compared to pre-tariff levels, indicating a recovery in business activity [5]. Group 3: Strategic Adjustments and Future Planning - Companies are exploring overseas production options in Southeast Asia to mitigate the impact of tariffs, with some already establishing factories in countries like Vietnam [6][7]. - Despite the tariff relief, the cost of exporting from China remains higher compared to Southeast Asian countries, prompting companies to consider diversifying their production locations [6][7]. - The efficiency of production in Southeast Asia is perceived to be lower than in China, which may limit the extent of production relocation [7].

Group 1: Cross-Border E-commerce Logistics - The turnover warehouse primarily targets direct small packages for cross-border e-commerce, ensuring delivery within 8 to 12 days, but currently faces challenges due to tight air freight capacity [1] - The daily processing capacity of a logistics company in Shenzhen is 50 tons, with a continuous increase in order volume [3] - The shipping volume for routes to the U.S. has increased by 30% to 40%, leading to higher air freight prices due to tight capacity [5] Group 2: Impact of Tariff Adjustments - Following the adjustment of U.S. tariffs, the cargo volume at Hubei Ezhou Huahu International Airport is steadily recovering, with a significant increase in flights to the U.S. [13][16] - The number of flights planned to the U.S. has doubled to 40, with cargo volume expected to reach around 2,400 tons, an increase of 1,000 tons compared to the previous week [16] Group 3: Toy Industry Dynamics - The toy industry in Shantou is experiencing a surge in customer inquiries and orders, with companies ramping up production to meet demand [17] - Companies are diversifying their product offerings to cater to different market needs, with tight order schedules extending into 2025 [18] - The integration of cross-border e-commerce with traditional foreign trade is helping local manufacturers expand into global markets [19]

中新社济南5月15日电 (记者孙婷婷王峰)"我们昨天刚收到美国客商200万美元滑雪手套的订单，其他暂 停的订单也在逐渐恢复。"15日，来自"中国手套之乡"山东省济宁市嘉祥县的滑雪手套生产商户陈建华 告诉记者，中美关税政策调整后，订单量增加，让他所在的企业短期内重燃对国际市场的信心。 "我们将原本出口的草编包、草帽、草编收纳箱等产品，摆在了中国多个景区、高速公路服务区的货架 上，同时通过电商平台打开销路。"青岛玉凤祥工艺品有限公司副总经理王湘龙说。 对山东力诺玻璃科技有限公司来说，精准把握国内消费者需求，研发适配产品成为内销的关键，"依托 济南'四面荷花三面柳'的城市IP，我们设计出一系列荷叶造型的餐具。"该公司市场品牌部部长李玉朋 说，餐具巧妙将荷花元素融入玻璃工艺，兼具实用性与观赏性。 陈建华并未将所有希望寄托在关税政策的调整上，他和众多中国外贸商一样，还在打开中国国内市场、 拓展多元市场、筹备海外建厂、提升产品竞争力等多个方面求变。 在陈建华看来，每家外贸企业都要备一本"独家秘笈"，"目前，企业正迅速调整生产节奏，做好加班加 点赶制海外订单的准备。但外贸企业必须跳出'一招鲜'思维，提高全产业链条分摊风险的 ...

广东省汕头市澄海区，五万多家玩具企业、二十多万玩具从业者聚集于此。近期，当地玩具企业迎来新 一轮客商考察热潮，企业忙着接洽客户，开足马力赶制订单，开拓全球市场。广东汕头某玩具公司总经 理称，"近期客户过来参观和验厂，主要是欧洲客户、东南亚新兴市场客户。订单会越来越多，很快我 们近期的订单会排到八九月份。"(央视财经) ...