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为规避美国,去越南建厂,如今越南为了46%降到20%而转头跪了美国
Sou Hu Cai Jing· 2025-07-08 10:25
Group 1 - The initial excitement among companies regarding the 46% punitive tariffs imposed by the US quickly turned into a strategic shift, with Chinese firms relocating assembly operations to Vietnam to circumvent high tariffs [2][3] - Direct investment from China to Vietnam surged, with over 600 new manufacturing enterprises established within a year, primarily in electronics assembly and mechanical processing [2] - Major companies like Foxconn and Luxshare Precision have been involved in this shift, leading to the perception of Vietnam as a second Dongguan [2] Group 2 - The US Trade Representative's office introduced new regulations requiring origin tracing for all goods manufactured in Vietnam, imposing a 40% tariff on products deemed to be merely assembled from Chinese components [5] - Vietnam's new regulations, effective May 2024, will classify products based on processing value and local raw material content, with a threshold of 60% for components from China [6] - Over 180 Chinese companies have been notified of non-compliance regarding origin qualifications, resulting in significant tariff penalties [7] Group 3 - Companies are facing unexpected challenges as tariffs doubled from 20% to 40%, leading to financial strain and operational disruptions [7][9] - The situation has left companies feeling trapped, as relocating back to China would incur additional customs duties and penalties [9] - Vietnam's decision to align with US regulations reflects a strategic choice to secure long-term benefits in the US market, despite the implications for Chinese firms [10] Group 4 - In 2023, China's investment in Vietnam reached $3.8 billion, a year-on-year increase of over 24%, highlighting the growing economic ties despite recent regulatory changes [11] - The Chinese Ministry of Commerce is conducting evaluations in response to Vietnam's regulatory shifts, indicating potential future actions [11] - The trend suggests a tightening of global trade compliance, moving away from ambiguous practices towards clear accountability in supply chains [11][13]
东盟代表热议与广东加强供应链合作 看好双方合作发展前景
Zhong Guo Xin Wen Wang· 2025-06-11 03:22
他提出,双方可从三个方面开展合作:一是加强政策沟通,推动中国-东盟自贸区3.0版建设,加快 与粤港澳大湾区在关务、物流等机制对接;二是推动重点产业链协同升级,结合广东先进制造业基础与 东盟资源、劳动力等优势,加强全链条协作,尤其在绿色低碳和数字化转型领域深化合作;三是深化平 台合作,支持广东将更多东盟国家纳入海外产业园布局,欢迎广东企业参与东盟基建项目。 东盟秘书长特别助理、东盟贸促会会长波尚琅认为,面对供应链全球重塑的新趋势,东盟与广东完 全有条件、有责任、有能力在区域供应链合作中走在前列,他认为供应链合作不仅是商品的互通有无, 更是产业、技术、规则、标准、人才的多维度协同。 中新社广州6月10日电 (记者 许青青)2025中国(广东)—东盟贸易促进与供应链合作机制建设对接交 流会10日在广州举行,多位来自东盟的代表热议与广东加强供应链合作,看好广东与东盟合作发展前 景。 柬埔寨商务部副国务秘书斯维娜丽表示,目前柬埔寨正在积极参与区域性贸易机制建设,强化其作 为全球供应链重要节点的地位,她说:"广东企业可以借此机会到柬埔寨建设生产基地,享受通向多个 全球市场的免税准入。欢迎广东企业投资农产品加工、电子组装、 ...
柬埔寨力邀粤企布局三大领域,借区位与政策优势拓全球供应链
Core Viewpoint - The event highlighted the strengthening of bilateral relations between Cambodia and China, particularly focusing on Guangdong's role in enhancing trade and cooperation in various sectors [1][2]. Group 1: Trade and Economic Cooperation - Cambodia's strategic location in Southeast Asia positions it as an ideal supply chain hub, supported by improving infrastructure and low labor costs, making it attractive for Guangdong enterprises to expand production [1][2]. - The signing of multiple trade agreements, including the ASEAN-China Free Trade Agreement, enhances Cambodia's appeal as a destination for manufacturing and export-oriented industries [1][2]. Group 2: Green and Digital Economy - Cambodia is modernizing its trade services, including digital trade and e-commerce, to build investor confidence and streamline business operations [2]. - Guangdong's advanced technology and mature industries are expected to collaborate with Cambodia in areas such as renewable energy, digital infrastructure, and smart logistics [2]. Group 3: Bilateral Relations and Capacity Building - The two governments are committed to deepening bilateral relations under the "Maritime Silk Road" policy, with initiatives like the 2023-2025 Cambodia-China Cooperation Plan aimed at establishing trade corridors and industrial development [2]. - The establishment of the Guangdong Trade and Investment Service Center is anticipated to facilitate more trade exhibitions and training programs between Guangdong and Cambodia [3].
特朗普通告全球,必须交出“投降书”!越南突然被点名,中方态度明确
Sou Hu Cai Jing· 2025-06-06 12:47
据央视新闻6月3日消息,美国政府近期将钢铝关税提至50%,并向多国施压要求限期提交贸易谈判方 案,引发国际社会广泛争议与担忧。 美国此轮关税政策呈现出鲜明的"极限施压"特征。自4月宣布面向全球的"对等关税"以来,特朗普政府 一方面将钢铝关税从25%翻倍至50%,另一方面以7月9日恢复高额关税为威胁,要求贸易伙伴在4日前 提交谈判方案。这种"软硬兼施"的策略,本质是试图通过制造紧迫感迫使各国在市场准入、供应链调整 等核心议题上让步。数据显示,美国当前实际关税水平已达1938年以来最高,若"对等关税"完全实施, 将创下19世纪90年代以来的峰值,这种突破历史区间的关税壁垒,直接冲击全球贸易体系的稳定性。 贸易往来(资料图) 从短期看,美国政策已对自身经济产生显著反噬。经合组织年内两次下调美国增长预期,将2025年经济 增速预测从年初的2.2%调至1.6%,2026年预测值也降至1.5%。制造业成为首当其冲的领域:5月制造业 PMI连续第三个月低于荣枯线,降至48.5%,企业信心指数更出现1976年有记录以来的最大单季跌幅, 从60点骤降至34点。小企业主普遍反映成本激增,俄亥俄州某电吉他踏板厂商因零部件进口成本上 ...
这三个国家,正在缓解中国外贸的“焦虑”
吴晓波频道· 2025-04-22 16:04
点击图片▲立即试听 上周,最高领导人连续走访越南、马来西亚、柬埔寨三个东南亚国家。 财经评论员刘晓博撰文指出:当前, 重点实施"周边战略",跟欧洲形成关税联盟,再加上非洲战略、南美战略,中国就可以稳住外贸基本盘,还 可以有所增长。 对中国企业家而言,这也是一次企业转向"生而全球"的好契机。 以上述东南亚三国为例,走访期间,双方总共签署超过105份双边合作文件,在当前国际秩序和经济全球化遭受冲击的背景下,此次的"商业订单 大礼包"可以说是给中国企业出海找了三个"铁杆队友"。 武汉阳逻港通往越南凯莱港的航线 其中,越南45份,涵盖互联互通、人工智能、海关检验检疫、农产品贸易、文化和体育、民生、人力资源开发等领域。 " 这既是一场 ' 用空间换时间 ' 的战略布局,更是一次 ' 以合作破壁垒 ' 的全球突围。 " 文 / 巴九灵(微信公众号:吴晓波频道) 关税战下,"元首外交"成了关注焦点。 马来西亚和柬埔寨,均为30多份,前者涵盖数字经济、服务贸易、"两国双园"升级发展、联合实验室、铁路、知识产权、农产品输华、大熊猫保 护等领域;后者涉及产供链合作、人工智能、发展援助、海关检验检疫、卫生、新闻等领域。 为什么优先 ...
这三个国家,正在缓解中国外贸的“焦虑”
吴晓波频道· 2025-04-22 16:04
点击图片▲立即试听 " 这既是一场 ' 用空间换时间 ' 的战略布局,更是一次 ' 以合作破壁垒 ' 的全球突围。 " 文 / 巴九灵(微信公众号:吴晓波频道) 关税战下,"元首外交"成了关注焦点。 上周,最高领导人连续走访越南、马来西亚、柬埔寨三个东南亚国家。 财经评论员刘晓博撰文指出:当前, 重点实施"周边战略",跟欧洲形成关税联盟,再加上非洲战略、南美战略,中国就可以稳住外贸基本盘,还 可以有所增长。 对中国企业家而言,这也是一次企业转向"生而全球"的好契机。 以上述东南亚三国为例,走访期间,双方总共签署超过105份双边合作文件,在当前国际秩序和经济全球化遭受冲击的背景下,此次的"商业订单 大礼包"可以说是给中国企业出海找了三个"铁杆队友"。 武汉阳逻港通往越南凯莱港的航线 其中,越南45份,涵盖互联互通、人工智能、海关检验检疫、农产品贸易、文化和体育、民生、人力资源开发等领域。 马来西亚和柬埔寨,均为30多份,前者涵盖数字经济、服务贸易、"两国双园"升级发展、联合实验室、铁路、知识产权、农产品输华、大熊猫保 护等领域;后者涉及产供链合作、人工智能、发展援助、海关检验检疫、卫生、新闻等领域。 为什么优先 ...