近一年中国帽类出口情况统计图 数据来源：中国海关，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 相关报告：智研咨询发布的《2025-2031年中国帽子行业市场竞争力分析及发展前景展望报告》 根据中国海关数据显示：2025年8月中国帽类出口数量为11.69亿个，同比下降4.9%，出口金额为5.15亿 美元，同比下降7.2%。 ...

Core Insights - The report by Zhiyan Consulting analyzes the competitiveness and development prospects of the hat industry in China from 2025 to 2031 [1] Export Data - In July 2025, China's hat exports reached 1.289 billion units, representing a year-on-year increase of 4.4% [1] - The export value for the same period was $536 million, showing a year-on-year decrease of 2.4% [1] Company Profile - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research and providing comprehensive consulting services [1] - The company has over a decade of experience in the industry research field, offering tailored solutions for investment decision-making [1]

Core Insights - The report by Zhiyan Consulting highlights the competitive analysis and development prospects of the Chinese hat industry from 2025 to 2031 [1] Export Data - In June 2025, China's hat exports reached 1.157 billion units, marking a year-on-year increase of 3.9% [1] - The export value for the same period was $551 million, reflecting a year-on-year growth of 2.6% [1] Company Profile - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research and providing comprehensive consulting services [1] - The company has over a decade of experience in the industry research field, offering tailored reports and feasibility studies to support investment decisions [1]

Group 1 - The report highlights the formation of a new global trade framework in the "post-tariff" era, emphasizing the reduction of trade deficits and the return of manufacturing to the U.S. as key objectives of the Trump administration [4][6][25] - The average rate of the new "reciprocal tariffs" is approximately 20%, down from 29% in April, indicating a narrowing of differences among various economies [7][14] - The report constructs a quantitative assessment framework based on three dimensions: price elasticity, share resilience, and capacity elasticity, to analyze the competitive advantages and challenges faced by Chinese manufacturing [4][8] Group 2 - Chinese manufacturing maintains a price advantage, with most products showing a price advantage concentrated in the 0%-75% range, suggesting that even under extreme assumptions of tariff costs, many products still hold competitive pricing [8][10] - The resilience of market share is crucial, as certain products like small appliances and air conditioners exhibit both price advantages and strong market shares, indicating higher demand resilience [8][10] - The report notes that while tariff risks cannot be completely eliminated, the globalization of supply chains is mitigating some of these risks, particularly in key manufacturing sectors [9][10] Group 3 - Certain core products from Chinese manufacturing are expected to maintain strong export competitiveness despite current tariff conditions, with specific categories like electronics and home appliances showing notable resilience [10][22] - The report emphasizes that U.S. importers may find it less cost-effective to switch suppliers in the short term, as the overall impact of tariffs on exports is lower than anticipated [10][22] - The analysis suggests that the ongoing trade negotiations and tariff adjustments will continue to shape the competitive landscape for Chinese manufacturing in the global market [25]

Group 1: Trade Policy Changes - The new "reciprocal tariff" average is approximately 20%, down from 29% in April, indicating a reduction in tariff burdens across various economies[17] - The standard deviation of the new tariff rates is 9%, lower than the previous 11%, suggesting a narrowing of tariff differences among trading partners[17] - The effective tariff rate for the U.S. has increased by 18.3%, significantly impacting imports valued over $2 trillion[43] Group 2: Impact on Chinese Manufacturing - Chinese products maintain a price advantage, with most goods showing a price advantage concentrated in the 0%-75% range, even under extreme assumptions of tariff costs[18] - Key industries such as electronics, home appliances, and textiles exhibit resilience, with certain products holding over 50% of global market share despite tariff pressures[18] - The export competitiveness of core products like small appliances and air conditioners remains strong, supported by both price advantages and market share resilience[19] Group 3: Risks and Considerations - Potential risks include unexpected changes in U.S. tariff policies, escalating geopolitical tensions, and slower-than-expected U.S. economic growth[19] - The ongoing trade negotiations and the uncertainty surrounding tariffs may lead U.S. importers to reassess their supply chains, focusing on cost-effectiveness and price stability[30]