Core Viewpoint - The reduction of tariffs between China and the U.S. has initiated a "replenishment" order wave for cross-border e-commerce sellers, but the cancellation of tax exemptions for small packages poses significant cost challenges for sellers [1][3]. Group 1: Tariff Changes and Immediate Impact - The U.S. has revoked 91% of tariffs on Chinese goods and modified 34% of reciprocal tariff measures, with 24% of tariffs suspended for 90 days, retaining 10% [1]. - Sellers are racing against time to fulfill orders during the 90-day low tariff period, as U.S. customers are eager to replenish their stocks due to low inventory levels ahead of the summer sales peak [2]. Group 2: Cost Challenges for Cross-Border E-commerce - The cancellation of the small package tax exemption has led to increased costs for Chinese sellers, with average costs rising by approximately 1 yuan per item, which is significant for low-margin products like stationery [3][4]. - Prior to the tariff reductions, companies like Temu and Shein issued price increase warnings due to rising operational costs from changing trade rules and tariffs [3]. Group 3: Strategic Shifts and Future Opportunities - Sellers are exploring new markets and innovative branding strategies in response to the challenges posed by the cancellation of tax exemptions [4]. - A summit is scheduled to discuss the future of cross-border e-commerce, with over 1,000 exhibitors and industry leaders expected to attend, aiming to contribute to the high-quality development of the industry [4].

Group 1 - The recent reduction in tariffs between China and the U.S. has significantly revitalized the trade market, with the U.S. canceling 91% of additional tariffs and China reciprocating with a similar reduction [1][5] - Following the tariff cuts, there has been a surge in orders from U.S. clients, with container bookings from China to the U.S. increasing nearly 300% [2][8] - U.S. importers are taking proactive measures by increasing order volumes and stockpiling inventory in anticipation of potential future tariff changes [3][11] Group 2 - The logistics market is experiencing a chaotic pricing environment, with shipping costs expected to rise due to increased demand and limited shipping capacity [9][10] - Companies are optimizing production processes to meet the surge in orders and are prioritizing shipments to avoid delays during peak demand periods [9][15] - The long-term strategy for companies includes diversifying markets and enhancing brand presence to mitigate risks associated with reliance on a single market [17][18]

5月14日起，中美同步大幅降低双边关税水平，落实前期中美经贸高层会谈的重要共识。出口链条已经出现新变 化，美国客户催发货、上市公司补订单成为主旋律。 贸易追踪机构Vizion公布的数据显示， 在美国和中国互降关税之后，在美国下单的从中国到美国的集装箱运输预 订量飙升近300%。 短期内贸易量反弹成为普遍预期，同时以分散供应链风险为导向的产能出海也有望推升出口表现。 催发货、补订单 "有些客户会要求出美国的订单优先生产、优先出货，有些客户没有调整出货计划。公司目前是生产旺季，订单比较 饱满，各工厂均正常生产，保证按期交付。"华利集团董事会秘书方玲玲介绍。华利集团是Nike、Converse、Vans等 国际品牌的运动鞋专业制造商，2024年全年公司销售运动鞋2.23亿双。 以环境友好型除草剂为主要产品的先达股份预期关税调整近期会对烯草酮销售有一定促进作用。据了解，前期由于 关税问题，国内整体烯草酮厂家销往美国市场量较小，已经导致美国市场烯草酮产品紧较为紧缺。 阿里国际站商家上海威迩达遮阳设备有限公司总经理丁林锋，在5月12日当晚就接到价值超过百万元的美国订 单。"美国客户补单很急，希望一个月内完成生产，因为货物 ...

Core Viewpoint - The recent reduction of bilateral tariffs between China and the U.S. is expected to boost trade volumes and prompt companies to expedite orders and shipments, reflecting a shift in the export landscape [1][3]. Group 1: Impact on Trade and Orders - U.S. customers are urgently requesting shipments, with some even opting for air freight, which was uncommon previously [2]. - The Shanghai Export Container Freight Index indicates a 10.2% increase in the shipping rates for the U.S. West Coast route, reflecting rising demand [2]. - Companies like Huayi Group and Xian Da Co. anticipate increased sales due to tariff adjustments, with Huayi projecting sales of 223 million pairs of shoes in 2024 [1][3]. Group 2: Resilience of Chinese Manufacturing - Chinese manufacturers maintain a strong demand, with many reporting no loss of customers despite previous tariff increases [3]. - Companies are experiencing an influx of orders, with some U.S. clients increasing their order volumes in response to tariff changes [3]. - The expectation of a "rush to export" is prevalent in the industry, driven by the recovery of previously delayed shipments [3]. Group 3: Strategic Adjustments and Global Expansion - Companies are focusing on diversifying their production capacities overseas to mitigate supply chain risks, with plans for new factories in Vietnam and Indonesia [5]. - The strategy includes balancing production across global markets, not limited to the U.S., to enhance supply chain integration and customer service [5]. - Alibaba International Station is actively working to expand the U.S. buyer base and facilitate increased order conversion for Chinese sellers [4].

" 日内瓦声明不是中美博弈的结束，而是起点，双方的纠葛，已不再局限于商品税率层面，而是进入技术突围、规则重构、产业链博弈等多个维度。 " 文 / 巴九灵（微信公众号：吴晓波频道） 就在那一刻，港口的风变了，市场的节奏也跟着提速了。 先是美东时间 5 月 14 日凌晨 00:01 （北京时间 5 月 14 日中午 12:01 ），美国如约撤销了 91% 的对华新增关税，并暂停 24% 的对等关税 90 天。 点击图片▲立即试听 与此同时，并未在联合声明里"露面"的小包裹税也从此前 120% 的税率降至 54% 。 而伴随着 "抢滩热"的，还有"股市热"。 就像夏季暴雨前的第一声闷雷，压抑了一个月的市场情绪瞬间爆炸。外贸群率先 "起飞"，一位货代连发三条语音，语速飞快："美线爆了，爆 单！所有人快把货发出来，明天运价要涨！" 紧接着，群里刷起了订单截图、排柜截图、询价记录，"还有舱位吗""能不能订今晚的船"的消息此起彼伏。 有工厂老板凌晨还在盯着订单表，修改发货时间、临时调仓加柜、客户电话不断： "每耽误一小时，就是贵一点的运费，实在等不起！" 反应慢一点的老板，眼睁睁看着熟悉的货代摇头："直到5月底的仓都爆满了 ...

Core Viewpoint - The recent reduction in tariffs on Chinese goods by the U.S. has led to a surge in orders from American clients, prompting Chinese small and medium-sized foreign trade enterprises to ramp up production and expedite shipments to meet demand [1][2][3]. Group 1: Impact of Tariff Changes - The U.S. has canceled 91% of the tariffs imposed on Chinese goods and modified the remaining tariffs, creating a favorable environment for Chinese exporters [1]. - Companies are experiencing a significant increase in orders, with some reporting new orders totaling $300,000 in a single day, which is close to their usual half-month order volume [3][4]. - The 90-day window before potential tariff changes is driving urgency in order placements, with companies needing to ship products within a limited timeframe to avoid future uncertainties [3][4]. Group 2: Production and Shipping Dynamics - Companies are adjusting their production schedules to accommodate the influx of orders, with some estimating that 70% of their production capacity will be allocated to U.S. orders in the coming months [5]. - The logistics of shipping are critical, as companies must account for a 30-35 day maritime transport time and an additional week for customs clearance to ensure timely delivery [4][5]. - There is a growing trend among companies to split larger orders into smaller shipments to mitigate risks associated with potential tariff changes [4]. Group 3: Market Diversification Strategies - While some companies are focusing on maximizing U.S. orders, others are cautiously observing the market and considering diversifying into emerging markets to reduce dependency on the U.S. [6][7]. - Companies are also exploring domestic sales channels and leveraging e-commerce platforms to tap into the local market, which remains competitive but offers significant potential [6][7]. - The overall trade data indicates a mixed performance, with exports to non-U.S. regions growing by 13%, highlighting the importance of diversifying export markets [7].