US-Vietnam Tariff Adjustment Sparks Industry-Wide Response

Pa Julayi 2, United States idakhazikitsa mwalamulo msonkho wa 20% pazinthu zotumizidwa kuchokera ku Vietnam, komanso zina zowonjezera.40% chilango tariffpa katundu wotumizidwanso ku Vietnam. Pakadali pano, katundu wochokera ku US tsopano alowa msika waku Vietnamese ndiziro tariffs, kusintha kwambiri kusintha kwa malonda pakati pa mayiko awiriwa.

Kwa Vietnam - wosewera wamkulu pamsika wapadziko lonse wa nsapato - ntchito ya 20% imaganiziridwachocheperako kuposa momwe timayembekezera, kupereka zotsatira za ndale mpaka zabwino. Izi zapereka chipinda chopumira chofunikira kwambiri kwa opanga ndi mitundu yapadziko lonse lapansi.

Zochita Msika Wogulitsa: Msonkhano Wothandizira Pakati pa Opanga Nsapato Ofunika Kwambiri

Kutsatira chilengezochi, makampani akuluakulu ogulitsa nsapato ku Taiwan kuphatikizaPou Chen, Feng Tay, Yu Chi-KY, and Lai Yi-KYadapeza phindu lalikulu pamitengo yamasheya, ndikugunda kangapo tsiku lililonse. Msikawo unayankha momveka bwino ku mpumulo kuchokera ku zomwe zinkayembekezeredwa kale za 46%.

Reutersadatsimikiza kuti Vietnam ndiye chiyambi cha pafupifupi50% ya nsapato za Nike, ndipo Adidas imadaliranso kwambiri maunyolo a Vietnamese. Zodetsa zidakalipo, komabe, chifukwa cha kuchuluka kwa "transshipment".

Malinga ndi a Lin Fen, CFO wa RuHong, "Mlingo womwe wangokhazikitsidwa kumene wa 20% ndi wabwino kwambiri kuposa zomwe timaopa. Chofunika kwambiri, kusatsimikizika kwatsika.kukambirananso mapanganondikukonza mitengo yamitengondi makasitomala."

Kukula Kwamphamvu: Vietnam Imakhalabe Strategic Core

Opanga Akuluakulu Awiri Pansi pa Vietnam

Ngakhale kusatsimikizika kwapadziko lonse lapansi, Vietnam idakali pachimake popanga nsapato zapadziko lonse lapansi. Makampani ofunikira akukulitsa kupanga, kufulumizitsa makina, ndikuyika ndalama pazida zanzeru kuti zikwaniritse zosowa zatsopano:

• Pou Chen(宝成) akuti31% ya zotsatira zake zamaguluamachokera ku Vietnam. Mu Q1 yokha, idatumizidwa61.9 miliyoni awiriawiri, mitengo yapakati ikukwera kuchoka pa USD 19.55 kufika pa USD 20.04.
• Makampani a Feng Tay(丰泰) ikukonza mizere yake yopanga yaku Vietnamese yamitundu yovuta ya nsapato, zomwe zimatuluka pachaka54 miliyoni awirikuyimira46% ya kupanga kwake konse.
• Yu Chi-KY(钰齐) yayamba kale kuvomereza madongosolo a Spring/Summer a Q4, kuwonetsetsa kuti ziwonekere muzochita za 2025.
• Lai Yi-KY(來亿) imasunga a93% yodalira kupanga ku Vietnamndipo ikuchita mapulani okulitsa madera kuti achepetse vuto la kuchuluka kwa mphamvu.
• Zhongjie(中杰) ikumanganso zomera zatsopano ku India ndi Vietnam kuti zitsimikizire kupitiriza komanso kusinthasintha.

Mapulani Opanga Ogwirizana Ndi Madongosolo a Strategic

Makampani ambiri akuwonetsa kuti akuwonjezera chidwi pakukonzekera ntchito komanso kutsekereza koyambirira. Pamene ndondomeko zafakitale zimadzaza komanso mphamvu ikuyandikira malire,kukonza zowonda komanso ndalama zopangira makinandizofunikira pakuwongolera mwayi watsopano moyenera.

Zowopsa Zobisika: Zosamveka za Transshipment Zimabweretsa Mavuto Otsatira

Unyolo Wovuta Kwambiri Kuyang'anizana ndi Kuwunika

Chodetsa nkhawa chachikulu chomwe sichinathetsedwe ndi tanthauzo la "transshipment." Ngati zinthu zofunika kwambiri ngati zida zopangira kapena zitsulo zimachokera ku China ndipo zimangosonkhanitsidwa ku Vietnam, zitha kuyenera kutumizidwa ndikuyang'anizana.owonjezera 40% chilango tariff.

Izi zadzetsa kusamala kwambiri pakati pa omwe akutenga nawo mbali kumtunda ndi kumunsi kwa mtsinje. Ma OEM akuwonjezera zoyesererazolemba zotsatila, kufufuza zinthu,ndikutsata malamulo a chiyambikupewa zilango zomwe zingatheke.

Vietnamese Capacity Nearing Saturation

Zomangamanga zopangira m'deralo zili kale pamavuto. Ogwiritsa ntchito ambiri amafotokoza nthawi zotsogola zolimba, zofunika zazikulu zandalama, komanso nthawi yayitali yosinthira fakitale. Ofufuza akuchenjeza kuti mavuto omwe sangathetsedwe amathasinthani maoda kubwerera ku Chinakapena kuwagawiramalo opanga omwe akubweramonga India kapena Cambodia.

Strategic Implications for Global Value Chains

Kupindula Kwakanthawi kochepa, Zosankha Zanthawi Yaitali

• M'masiku ochepa patsogolo:Kuthandizira msika kwakhazikitsa malamulo ndikutsitsimutsanso masheya, kupereka malo opumira kwa ogula ndi ogulitsa.
• Nthawi Yapakati:Miyezo yotsatiridwa ndi kuthekera kosinthika zidzatanthawuza gulu lotsatira la opambana mu gawoli.
• Nthawi Yaitali:Mitundu yapadziko lonse lapansi ichulukitsa mitundu yosiyanasiyana, kupititsa patsogolo chitukuko cha mafakitale ku Cambodia, Indonesia, ndi India.

Nthawi Yopanga Ndalama Zosintha

Kusintha kwamalonda kumawunikira njira yokulirapo: digito, automation, ndi mitundu yosiyanasiyana ya zigawo zizikhala zokhazikika pakupanga njira. Makampani omwe amazengereza akhoza kutaya mphamvu zawo padziko lonse lapansi.

GrandStar: Kulimbikitsa Nyengo Yotsatira Yopanga Nsapato

Advanced Warp knitting Solutions for a New Generation

Ku GrandStar, timapereka zotsogolamakina oluka olukazomwe zimapatsa mphamvu opanga nsapato padziko lonse lapansi kuti aziyenda mokhazikika molimba mtima. Tekinoloje yathu imapereka:

• Makina othamanga kwambirichifukwa chapamwamba kuluka bwino
• Modular jacquard controlkwa mapangidwe ovuta
• Makina oyendetsa anzerundi kuyang'anira nthawi yeniyeni ndi matenda
• Thandizo pakutsata malamulo oyambirakudzera m'malo owonjezera mtengo

Kuthandizira Makasitomala ku Vietnam ndi Kupitilira

Opanga apamwamba aku Vietnamese akugwiritsa ntchito kale zaposachedwaEL ndi SU drive systems, Piezo Jacquard modules,ndimayunitsi owongolera anzerukuti apereke khalidwe, liwiro, ndi kutsata. Mayankho athu amathandizira kuti:

• Khola linanena bungwe la pamwamba zovuta ndi nsalu luso
• Kukonzanso mwachangu kuti mufanane ndi mapangidwe atsopano
• Kulumikizana kwa digito pakuwunika ndi ntchito zakutali

Kukonza Tsogolo Kudzera mu Zatsopano

Timathandizira kukula kwamakasitomala athu popereka nsanja zophatikizika, zowonjezeka, komanso zanzeru zoluka za Warp—ogwirizana ndi zosowa zomwe zikukula mwachangu pamsika wapadziko lonse wa nsapato.

Pomaliza: Kugwiritsa Ntchito Mwayi Ndi Masomphenya Abwino

Chigamulo cha msonkho wa 20% chapereka kupambana kwakanthawi kochepa, koma kusintha kwanthawi yayitali ndikofunikira. Ma brand ndi opanga chimodzimodzi ayenera:

• Landirani automationndi kupanga kwa digito
• Kusakatula kosiyanasiyanapamene akulimbikitsa ndondomeko zotsatila
• Gwiritsani ntchito zida zokonzekera mtsogolokuteteza kukula kokhazikika

Ku GrandStar, timakhalabe bwenzi lodalirika pakusintha. Cholinga chathu ndikuthandiza makasitomalakuluka molondola, liwiro, ndi kudalirikamu gawo lililonse la njira zawo zopangira - kulikonse komwe ali padziko lapansi.