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关税高压下赴美生产?中国卖家:已劝退
Hu Xiu· 2025-05-07 12:42
Core Viewpoint - The article discusses the potential shift of Chinese cross-border e-commerce companies to assemble products in the U.S. as a response to high tariffs imposed by the U.S. on Chinese goods, suggesting that this could be a viable path for some businesses [1][10]. Group 1: Cost and Operational Challenges - High labor costs in the U.S. make it challenging for companies to establish large-scale manufacturing operations, leading many to consider only simple assembly processes [3][7]. - The assembly operations in the U.S. are often small-scale, with many factories employing only a handful of workers, which raises concerns about investment returns and operational risks [9]. - The U.S. has seen a trend where companies are exploring the assembly of products locally to avoid high tariffs on finished goods, as components incur lower tariffs [6][10]. Group 2: Regulatory and Market Considerations - The "Made in USA" label comes with strict regulations from the Federal Trade Commission (FTC), requiring that products must be almost entirely made in the U.S. to qualify, which complicates the assembly strategy [14][16]. - A significant portion of U.S. consumers actively seek "Made in USA" products, with many willing to pay a premium, indicating a potential market advantage for companies that can meet these standards [13][16]. - Despite the potential benefits, many companies are hesitant to invest in U.S. manufacturing due to high costs compared to other regions like Southeast Asia, where production is cheaper [17][24]. Group 3: Current Trends and Future Outlook - Many entrepreneurs are currently in a wait-and-see mode regarding U.S. manufacturing investments, with some purchasing land but not actively developing it [20][24]. - The fluctuating tariff policies create uncertainty, making it difficult for companies to commit to long-term investments in U.S. manufacturing [24][25]. - The feasibility of establishing end-stage assembly operations in the U.S. will depend on the stabilization of tariff rates and the ability to generate sufficient profit margins from local assembly [25].