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2025年终报道③ | G20限制性贸易额16年来首超便利化贸易额,全球供应链“碎了”
Sou Hu Cai Jing· 2025-12-23 14:19
Group 1 - The Trump 2.0 era is creating significant challenges for companies in the global trade chain, with the U.S. imposing a 10% uniform tariff on all imports starting April 5, disrupting decades of trade liberalization [1] - The German logistics giant Hapag-Lloyd reported growth in transport volume driven by strong customer demand, but faced a highly volatile market environment due to geopolitical developments and trade policy uncertainties [1] - The International Longshore and Warehouse Union (ILWU) condemned the recent tariff policies, stating they harm American workers and key economic sectors while benefiting the wealthy [3] Group 2 - Companies in manufacturing, logistics, and warehousing are facing unprecedented policy uncertainty, prompting them to consider supplier diversification and inventory management to mitigate risks [5] - The uncertainty stems from frequent adjustments to tariff policies, which are implemented through executive orders rather than traditional legislative processes, making long-term decision-making challenging for businesses [5] - The U.S. government's monitoring of transshipment activities through low-tariff countries like Malaysia, Vietnam, and Mexico indicates a broader impact on regional supply chains, extending risks beyond direct exports to the U.S. [6] Group 3 - The WTO's monitoring report indicates a systemic rise in restrictive trade measures among G20 countries, with 185 restrictive measures covering $2.9 trillion in trade, surpassing trade facilitation measures for the first time [10] - The increase in protectionist policies reflects a significant structural change in trade policy direction, indicating a shift towards regional trade agreements and a decline in the role of the WTO [8][10] - The fragmentation of global trade is evident, with rising compliance costs and complex documentation requirements, as companies navigate a more intricate trade system [11]