Core Viewpoint - The article discusses the challenges faced by American small business owners in the context of the U.S. government's "reciprocal tariff" policy aimed at bringing manufacturing back to the U.S. It highlights the reluctance of consumers to pay higher prices for "American-made" products, despite public support for domestic manufacturing [1][3]. Group 1: Challenges of "American Manufacturing" - A small business owner conducted an online test revealing that all nearly 600 showerheads sold were produced in Asia, with zero sales for the "American-made" option priced at $239 compared to $129 for the Asian-made version [1][2]. - The high cost of "American-made" products, which can exceed $100 more than their Asian counterparts, is attributed to the lack of specialized manufacturing facilities in the U.S. and the need for collaboration with multiple manufacturers to produce a single product [2][5]. - The complexity and cost of logistics in the U.S. further hinder the competitiveness of "American manufacturing," as multiple factories are required to complete different production stages, leading to increased expenses and time delays [5][6]. Group 2: Economic Implications - The "reciprocal tariff" policy may lead to job losses among small business owners who rely on global supply chains, as raising prices to maintain profitability could result in zero sales [7][9]. - The article emphasizes that the U.S. lacks the necessary resources, infrastructure, and skilled labor to support a fully domestic manufacturing model, making it impractical to produce all consumer goods within the country [5][6]. - The uncertainty surrounding future tariffs and trade policies has led companies to pause new product development and reduce marketing efforts, reflecting a cautious approach to risk management in an unpredictable environment [8][9].

作 者丨郑康喜 编 辑丨于长洹 据新华社消息，5月1 2日下午，中美日内瓦经贸会谈联合声明发布，双方同意在2 0 2 5年5月1 4 日前采取措施，大幅降低双边关税水平。美东时间1 4日凌晨0 0 : 0 1，美国方面正式宣布调整对 华加征关税。 消息一经公布，大洋彼岸的电话络绎不绝，外贸大市东莞不少企业生产排单一下子紧张起来。 振奋之余，订单更要加足马力快速生产、出货，很多东莞外贸人再次开启"三班倒"模式。 5月1 4日晚，在接到南方财经全媒体记者电话采访时，广东海新智能厨房股份有限公司董事长 杨敬辉还在陪同美国客户在泰国考察。看到最新消息，他终于松了口气，"现在大部分已经恢 复出货，还有一些这几天陆续在沟通"。 作为外贸依存度较高的城市，东莞一直以来都是观察中国外贸的一扇窗口。 对于全球供应链 的震荡，东莞的感知与反应也尤为迅速。 自4月以来，这座外贸大市似乎经历了一场大考。当中美贸易复苏的暖风传至国内，东莞外贸 企业相较于几年前，其实有了许多从容应对的底气。抢在窗口期快速出货的同时，寻找更为确 定的新市场，成为所有外贸企业的集体议题。 出货：与时间赛跑 据新华社消息，5月1 2日，中美联合声明发布，美国 ...

作 者丨谭海燕 郑康喜 江珊 冯玉怡 周妙妙 高慧超 编 辑丨吴蓉 刘雪莹 图源丨新华社 5月1 2日下午，中美日内瓦经贸会谈联合声明发布，双方同意在2 0 2 5年5月1 4日前采取措施， 大幅降低双边关税水平。 消息一出，不少外贸人为之振奋，外贸企业的电话铃声、信息提示音络绎不绝。 广东声强科技有限公司董事长邓文武告诉南方财经全媒体记者， 这几天，数十个美国客户密 集向他询盘，合作意愿非常强烈。 "就像大家都休了一个长假，一瞬间所有人都返工了。" 邓 文武说。 潮湿的雨季正在过去，经过漫长的蛰伏，中美贸易的冰点也在初夏消融。 对于世界供应链的震荡，广东一向感知最明显——这个地方以制造业当家，多年稳居全国第 一贸易大省，所以也率先感受到中美贸易复苏的暖意。过去这段时间，广东外贸企业一边抢 着窗口期恢复与美国客户的订单，另一边火力全开拓市场，分散风险。 出货和备货 4月以来，中美贸易一度几乎暂停。 多家外贸企业告诉南方财经全媒体记者，海外有设厂的中国企业还能继续对美出货，否则只 能按兵不动，等到转机来临。 转机已来。据新华社消息，美方已于美东时间5月1 4日凌晨0 0 : 0 1调整对华加征关税。同时， 鉴于 ...

Group 1 - The Chinese government firmly opposes sacrificing principles and international fairness for any agreements, as stated by the spokesperson of the Ministry of Commerce [1] - The U.S. Treasury Secretary emphasized the need for the U.S. to strengthen its leadership in the IMF and World Bank, aiming for greater transparency in global financial governance [3] - The U.S. tariffs have led to significant financial burdens on low-income families, with additional costs amounting to 6.2% of their income, compared to only 1.7% for high-income households [6] Group 2 - Predictions indicate that if the current U.S. tariff policies remain unchanged, prices for baby products could rise by approximately 30%, with specific tariffs on baby furniture and toys reaching as high as 129% and 113% respectively [8] - The recent congressional hearing highlighted the challenges faced by the U.S. Treasury Secretary in justifying the tariff policies, which are increasingly seen as detrimental to the economy [5][8] - The overall impact of the tariffs is perceived as counterproductive, with the policies described as a self-inflicted economic challenge rather than a protective measure for American interests [8]

Group 1 - Japan Activation Capital (JAC), led by former Carlyle executive Hiroyuki Otsuka, has acquired shares in Pigeon Corporation, a baby products manufacturer, betting on overseas demand for its products as Japan's birth rate approaches the lowest in the world [1] - JAC has purchased less than 5% of Pigeon Corporation's shares and will act as a minority shareholder, providing consulting services to Pigeon's management [1]

Group 1 - The U.S. Treasury Secretary Scott Bessent emphasized the need for the U.S. to strengthen its leadership role in the IMF and World Bank, focusing on transparency in exchange rate policies and debt management [1] - Bessent stated that the distribution of Special Drawing Rights (SDR) by the IMF should align more closely with U.S. interests, rather than benefiting large, financially strong countries [1] Group 2 - During a congressional hearing, concerns were raised about who would bear the cost of tariffs, with Democratic Congressman Mark Pocan suggesting that consumers would ultimately pay for Trump's tariffs [2] - Bessent indicated that the Trump administration is considering tariff exemptions for certain baby products, including car seats and cribs, in response to the financial burden on American families [2] - The Juvenile Products Manufacturers Association (JPMA) reported that over 70% of baby products purchased in the U.S. are produced in China, leading to increased costs for American families due to tariffs [2] Group 3 - JPMA predicts that if Trump does not alter his tariff policy, prices for baby products could rise by approximately 30%, with specific tariffs on baby furniture averaging 129%, toys at 113%, and baby clothing at 41% [3] - Some retailers have already begun raising prices on children's products, with Nuna increasing the price of its baby stroller and car seat by $100 and $50 respectively, and UPPAbaby raising its stroller price from $899 to $1200 [3]