Mitemo yehurumende yeUS ine hukasha yakanangana nezvinhu zveChina, kusanganisirashangu dzekuchengetedza, vakatumira shockwaves kuburikidza nepasi rose rekutengesa cheni, kunyanya kukanganisa vagadziri nevatengesi kunze kwenyika kuChina. Kushanda muna Kubvumbi 2025, mutero wekutengesa kunze kwenyika kuChina wakakwira kusvika 145% pasi pe "reciprocal tariff" system, mamwe marevi akasungirirwa kune zvine chekuita nefentanyl. Kukwira uku kwakamanikidza vatengesi veshangu dzekuchengetedza kunze kuti vafunge zvakare mazano, vafambise kudzvinyirirwa kwemitengo, uye kuongorora mikana mitsva yemusika.
Indasitiri-Yakananga Impacts
Shangu dzekuchengetedza, dzakaiswa pasi peHS Code 6402, dzinotarisana nematemo akakwirisa anotyisidzira purofiti. Semuenzaniso, peya yeChinese-yakagadzirwashangu dzekuchengetedza kuita madhora makumi maviri kugadzira ikozvino madhora mashanu kusvika kumadhora manomwe mumitero pasi pechiyero chitsva che20-30%, zvichikwidza mitengo yezvitoro kusvika pamadhora zana negumi. Izvi zvakabvisa kukwikwidza kweChina mumusika weUS, uko 137.4 bhiriyoni RMB ($ 19 bhiriyoni) shangu dzekuchengetedza dzakatengeswa kunze kwenyika muna 2024.
Dambudziko iri rinowedzerwa nekuvhiringwa kwe supply chain. Vazhinji vagadziri vakambochinja kugadzirwa kuenda kuSoutheast Asia kuti vadzivise mitero yeUS, asi Vietnam yakatarisana ne46% mutero wekutengesa shangu kunze kwenyika, ichiwedzera kudzvanya miganho. Semuenzaniso, Nike, iyo inopa hafu yeshangu kubva kuVietnam, ingangoda kukwidza mitengo ne10-12% kugadzirisa mitengo.
Mhinduro dzeCorporate uye Zvitsva
Vatengesi veChinese kuchengetedza shangu vari kuchinjika kuburikidza nekusiyana-siyana uye kugadzirisa mutengo. Fujian Province, nzvimbo huru yekugadzira, yaona makambani akaita seZhangzhou Kaista Trading pivot kune zvigadzirwa zvemhando yepamusoro senge anti-static uye.anti-impact shangu, kuwana 180% yekukura kunze kwenyika muna 2024. Vamwe vari kushandisa zvibvumirano zvekutengeserana kwemahara (FTAs) kuti vatumire zvakare kutumirwa. Semuyenzaniso, Guangdong Baizhuo Shoes inoshandisa mabhenefiti eRCEP kutumira kunze kwenyika kumisika yeASEAN, ichideredza kuvimba neUS.
Kuvandudza tekinoroji ndeimwe nzira. Makambani akaita saPutian Customs-vagadziri vane certified varikudyara mune yakangwara chengetedzo shangu ine yakavakirwa-mukati masensa ekuona-nguva chaiyo njodzi, kuenderana nepasi rose kudiwa kweergonomic uye IoT-yakabatanidzwa PPE. Kuchinja uku hakungowedzere kukosha kwechigadzirwa asiwo kunokodzera kuregererwa mutero pasi peUS HTSUS 9903.01.34 kana zvikamu zveUS zvakapfuura 20%.
Market Reconfiguration
Musika weshangu dzekuchengetedza wekuUS uri kurwira kudzikira kudiwa. Kutengesa shangu kwakadzikira 26.2% YoY muQ1 2025 nekuda kwekukwira kwemitengo uye kukwira kwemitengo kunotungamirwa nemitero. Zvichakadaro, China iri kubuda seimwe yakakosha musika. Mabhureki epasi rese seOn Running anoronga kuwedzera zvakapetwa paChina, achivavarira chikamu chegumi muzana chekutengesa kwepasirese panosvika 2025.
Vaongorori vanofanotaura madhora mabhiriyoni mazana maviri nemazana maviri emadhora epasi rose ekuchengetedza shangu kuwedzera panosvika 2029, inotungamirwa nemirairo yakasimba yekuchengetedza uye kukura kwemaindasitiri. Mafemu eChinese akamisikidzwa zvakanaka kubata uku kukura nekutarisa pazvinhu zvakasvibirira uye kugadzirisa, senge anti-slip dhizaini yekuvaka uye. midziyo yemafuta.
Yenguva Yakareba Outlook
Nepo matarisiro achigadzira matambudziko anokurumidza, anomhanyisawo masisitimu ekuchinja. Vatengesi vekunze vari kutora zano re "China+1", kutanga kugadzirwa kwekuchengetedza muMexico neLatin America kuti vapfuure mutero weUS. Nehungwaru, mutero weChina wekutsiva pazvinhu zveUS uye kukakavara kweWTO pamusoro pe "mitengo yezvombo" inowedzera kusagadzikana.
Muchidimbu, iyo US-China tariff hondo iri kugadzirisa iyokuchengetedza shanguindasitiri, kumanikidza hunyanzvi uye kusiyanisa. Makambani anoisa pamberi agility, kubatanidza tekinoroji, uye misika ichiri kusimukira inogona kutarisana nedutu, nepo avo vanovimba nemacheni echinyakare vanotarisana nemhepo huru.
Sarudza Tianjin GNZ Enterprise Ltd kune yako yekuchengetedza shangu zvinodiwa uye unzwe musanganiswa wakakwana wekuchengetedza, mhinduro inokurumidza, uye basa rehunyanzvi. Neyedu 20years ruzivo rwekugadzira, unogona kutarisa pabasa rako uine chivimbo, uchiziva kuti wakachengetedzwa nhanho dzese dzenzira.
Nguva yekutumira: Kubvumbi-24-2025
