US Tariff Yakwera pa China Reshape Safety Shoe Export Landscape

Boma la US likutsata malamulo okhwima okhudza katundu waku China, kuphatikizansapato zotetezera, atumiza zododometsa kudzera m'maketani apadziko lonse lapansi, makamaka okhudza opanga ndi ogulitsa kunja ku China. Kuyambira mu Epulo 2025, mitengo yamitengo yochokera ku China idakwera mpaka 145% pansi pa "mitengo yobwezera", ndalama zowonjezera zomwe zimalumikizidwa ndi nkhawa zokhudzana ndi fentanyl. Kukweraku kwakakamiza ogulitsa nsapato zachitetezo kuti aganizirenso njira, kuyang'anira zovuta zamitengo, ndikuwunika mwayi watsopano wamsika.

Zotsatira Zamakampani

Nsapato zachitetezo, zomwe zili pansi pa HS Code 6402, zimakhala zotsika mtengo zomwe zimawopseza mwayi wopeza phindu. Mwachitsanzo, peyala yopangidwa ndi Chinansapato zotetezera kuwononga $20 kupanga tsopano kumabweretsa $5–$7 pamitengo pamitengo yatsopano ya 20–30%, kupangitsa mitengo yogulitsira mpaka $110. Izi zasokoneza mpikisano wa China pamsika waku US, pomwe nsapato zachitetezo zokwana 137.4 biliyoni za RMB ($ 19 biliyoni) zidatumizidwa kunja mu 2024.

Vutoli limakulitsidwa ndi kusokoneza kwa chain chain. Opanga ambiri adasinthiratu kupanga ku Southeast Asia kuti apewe mitengo ya US, koma Vietnam tsopano ikuyang'anizana ndi msonkho wa 46% pazogulitsa nsapato kunja, ndikupitilira malire. Mwachitsanzo, Nike, yomwe imapanga theka la nsapato zake kuchokera ku Vietnam, ingafunike kukweza mitengo ndi 10-12% kuti iwononge ndalama.

Mayankho a Kampani ndi Zatsopano

Ogulitsa nsapato zachitetezo aku China akusintha kudzera mumitundu yosiyanasiyana komanso kukhathamiritsa mtengo. Chigawo cha Fujian, chomwe ndi malo opangira zinthu zambiri, chawona makampani ngati Zhangzhou Kaista Trading akutsata zinthu zamtengo wapatali monga anti-static ndianti-impact nsapato, kukwaniritsa kukula kwa 180% kunja kwa 2024. Ena akugwiritsa ntchito mapangano a malonda aulere (FTAs) kuti atumizenso kutumiza. Mwachitsanzo, Guangdong Baizhuo Shoes amagwiritsa ntchito phindu la RCEP kutumiza kumisika ya ASEAN, kuchepetsa kudalira US.

Kukweza kwaukadaulo ndi njira ina. Makampani monga Putian Customs-certified opanga akugulitsa nsapato zanzeru zotetezera zokhala ndi masensa omangidwa kuti azindikire zoopsa zenizeni, zogwirizana ndi zofuna zapadziko lonse za ergonomic ndi IoT-integrated PPE. Kusinthaku sikumangowonjezera mtengo wazinthu komanso kuyeneretsedwa kuti asamalandire msonkho pansi pa US HTSUS 9903.01.34 ngati zigawo zochokera ku US zikupitilira 20%.

Kukonzanso Kwamsika

Msika wa nsapato zachitetezo ku US ukukonzekera kuchepa kwa kufunikira. Malonda ogulitsa nsapato adatsika ndi 26.2% YoY mu Q1 2025 chifukwa cha kukwera kwa mitengo komanso kukwera kwamitengo komwe kumayendetsedwa ndi msonkho. Pakadali pano, China ikutuluka ngati msika wofunikira. Mitundu yapadziko lonse lapansi ngati On Running ikukonzekera kuwirikiza kawiri ku China, ndicholinga chogawana 10% yazogulitsa padziko lonse lapansi pofika 2025.

Ofufuza akuneneratu za kukula kwa msika wa nsapato zachitetezo padziko lonse $2.2 biliyoni pofika 2029, motsogozedwa ndi malamulo okhwima achitetezo komanso kukula kwa mafakitale. Makampani aku China ali ndi mwayi wotengera kukula uku poyang'ana kwambiri zida zobiriwira komanso makonda, monga mapangidwe oletsa kuterera pomanga ndi zopangira mafuta.

Mawonekedwe a Nthawi Yaitali 

Ngakhale mitengo yamitengo imabweretsa zovuta zaposachedwa, imathandiziranso kusintha kwamapangidwe. Ogulitsa kunja akutenga njira ya "China+1", kukhazikitsa zosunga zobwezeretsera ku Mexico ndi Latin America kuti zidutse mitengo ya US. Mwanzeru, mitengo yobwezera yaku China pa katundu waku US ndi mikangano ya WTO pa "mitengo ya zida" imawonjezera kusatsimikizika.

Mwachidule, nkhondo ya US-China ikukonzansonsapato yotetezekamafakitale, kukakamiza luso komanso kusiyanasiyana. Makampani omwe amaika patsogolo kulimba mtima, kuphatikizika kwaukadaulo, ndi misika yomwe ikubwera ingathe kuthana ndi mphepo yamkuntho, pomwe omwe amadalira maunyolo achikhalidwe amakumana ndi mphepo yamkuntho.