US Tariff Hikes rau Tuam Tshoj Reshape Safety Shoe Export Landscape

Tsoomfwv Meskas cov cai nruj nruj rau cov khoom lag luam suav nrognkawm khau kev nyab xeeb, tau xa shockwaves los ntawm thoob ntiaj teb cov saw hlau, tshwj xeeb tshaj yog cuam tshuam rau cov tuam ntxhab thiab cov xa tawm hauv Suav teb. Pib txij lub Plaub Hlis 2025, tariffs ntawm Suav ntshuam nce mus rau 145% raws li "reciprocal tariff" lub moj khaum, ntxiv levies khi rau kev txhawj xeeb txog fentanyl. Qhov kev nce qib no tau yuam cov neeg xa khoom khau kev nyab xeeb kom rov xav txog cov tswv yim, taw qhia tus nqi siab, thiab tshawb nrhiav cov hauv kev lag luam tshiab.

Kev lag luam tshwj xeeb cuam tshuam

Kev nyab xeeb khau, categorized nyob rau hauv HS Code 6402, fim tus nqi tariffs uas hem cov nyiaj tau los. Piv txwv li, ib khub ntawm Suav uakhau kev nyab xeeb raug nqi $ 20 los tsim tam sim no incurs $ 5 - $ 7 nyob rau hauv tariffs raws li tus tshiab 20-30% tus nqi, thawb tus nqi muag khoom mus txog $ 110. Qhov no tau rhuav tshem Tuam Tshoj txoj kev sib tw hauv Asmeskas kev lag luam, qhov twg 137.4 billion RMB ($ 19 nphom) tus nqi ntawm nkawm khau kev nyab xeeb tau xa tawm xyoo 2024.

Kev kub ntxhov yog sib xyaw los ntawm kev cuam tshuam ntawm cov khoom siv. Ntau lub tuam txhab lag luam yav dhau los tau hloov kev tsim khoom mus rau cov teb chaws Esxias yav Qab Teb kom tsis txhob muaj US tariffs, tab sis Nyab Laj tam sim no ntsib 46% tariff rau khau exports, ntxiv squeezing margins. Piv txwv li, Nike, uas qhov chaw ib nrab ntawm nws cov khau los ntawm Nyab Laj, tej zaum yuav tau nce nqi los ntawm 10-12% rau offset nqi.

Neeg teb thiab Innovations

Tuam Tshoj kev nyab xeeb khau exporters yog yoog los ntawm kev sib txawv thiab kev ua kom zoo tshaj tus nqi. Fujian Xeev, lub chaw tsim khoom loj, tau pom cov tuam txhab xws li Zhangzhou Kaista Trading pivot rau cov khoom muaj txiaj ntsig zoo xws li kev tiv thaiv zoo li qub thiabtiv thaiv kev cuam tshuam khau, ua tiav 180% kev xa tawm kev loj hlob hauv 2024. Lwm tus tau siv cov ntawv cog lus pub dawb (FTAs) kom rov xa cov khoom xa tuaj. Piv txwv li, Guangdong Baizhuo Khau siv RCEP cov txiaj ntsig xa tawm mus rau ASEAN kev lag luam, txo kev cia siab rau Asmeskas.

Kev hloov kho thev naus laus zis yog lwm lub tswv yim. Cov tuam txhab xws li Putian Customs-certified manufacturers tau nqis peev rau hauv cov khau kev nyab xeeb ntse nrog cov sensors built-in rau kev tshawb pom kev phom sij tiag tiag, ua raws li kev thov thoob ntiaj teb rau ergonomic thiab IoT-integrated PPE. Qhov kev hloov pauv no tsis tsuas yog txhim kho cov khoom muaj nqis xwb tab sis kuj tsim nyog rau kev zam tariff raws li US HTSUS 9903.01.34 yog US-sourced Cheebtsam ntau tshaj 20%.

Kev ua lag luam Reconfiguration

Tebchaws Asmeskas kev nyab xeeb khau kev lag luam yog bracing rau shrinking thov. Cov khw muag khoom ntawm cov khau tau poob qis 26.2% YoY hauv Q1 2025 vim kev nce nqi thiab cov nqi nce nqi nce ntxiv. Lub caij no, Tuam Tshoj tab tom tawm los ua kev lag luam tseem ceeb. Cov khoom lag luam thoob ntiaj teb zoo li On Running txoj kev npaj ua ob npaug ntawm Tuam Tshoj, tsom rau 10% feem ntawm kev muag khoom thoob ntiaj teb los ntawm 2025.

Cov kws tshuaj ntsuam kwv yees kwv yees $ 2.2 nphom thoob ntiaj teb kev nyab xeeb khau kev lag luam nthuav dav los ntawm 2029, tau tsav los ntawm kev tswj hwm kev nyab xeeb thiab kev loj hlob ntawm kev lag luam. Cov tuam txhab hauv Suav teb tau zoo nyob rau hauv kev ntes qhov kev loj hlob no los ntawm kev tsom mus rau cov ntaub ntawv ntsuab thiab kev hloov kho, xws li kev tiv thaiv kev ua haujlwm rau kev tsim kho thiab yog rigs.

Long-Term Outlook 

Thaum cov tariffs tsim teeb meem tam sim ntawd, lawv kuj ua rau kev hloov pauv ntawm cov qauv. Cov neeg xa tawm tau txais "Tuam Tshoj + 1" lub tswv yim, tsim cov khoom lag luam thaub qab hauv Mexico thiab Latin America kom dhau los ntawm US tariffs. Txoj cai tswjfwm, Tuam Tshoj txoj kev ua pauj rau cov khoom lag luam hauv Asmeskas thiab WTO kev tsis sib haum xeeb txog "cov khoom siv riam phom" ntxiv qhov tsis paub tseeb.

Hauv kev xaus, US-Tuam Tshoj tariff tsov rog yog reshaping lubkhau kev nyab xeebkev lag luam, yuam innovation thiab ntau haiv neeg. Cov tuam txhab lag luam uas muaj qhov tseem ceeb ntawm kev nrawm nrawm, kev sib koom ua ke thev naus laus zis, thiab cov lag luam tawm tshiab yuav zoo li huab cua cua daj cua dub, thaum cov uas tso siab rau cov khoom siv ib txwm muaj ntsib teeb meem loj.