US-Vietnam Tariff Adjustment Inomutsa Indasitiri-Yakawanda Mhinduro

Musi waChikunguru 2, United States yakaisa zviri pamutemo mutero we20% pazvinhu zvinotengeswa kunze kwenyika kubva kuVietnam, pamwe nekuwedzera.40% mutero wekurangapazvinhu zvinotengeswa zvakare kunze kwenyika zvinopfuudzwa kuburikidza neVietnam. Zvichakadaro, zvinhu zveUS-zvakabva zvino zvave kupinda mumusika weVietnamesezero tariffs, zvakanyanya kushandura shanduko dzekutengeserana pakati penyika mbiri idzi.

KuVietnam - mutambi mukuru mune yepasi rose shangu dzekugovera cheni - iyo 20% basa rinotariswakushoma pane zvanga zvichitarisirwa, ichipa mhedzisiro-kune-yakanaka mhedzisiro. Izvi zvakapa nzvimbo inodiwa yekufema yevagadziri uye mhando dzepasi rose zvakafanana.

Stock Market Reaction: Relief Rally Pakati peVagadziri Vetsoka Dzakakosha

Kutevera chiziviso ichi, makambani makuru eTaiwanese-akaisa shangu shangu anosanganisiraPou Chen, Feng Tay, Yu Chi-KY, uye Lai Yi-KYakawana budiriro yakapinza mumutengo wemasheya, ine akati wandei achirova zuva nezuva. Musika uyu wakapindura zvakajeka kune zororo kubva kune yaimbotarisirwa 46% mamiriro emitero.

Reutersakasimbisa kuti Vietnam ndiyo mavambo kweanenge50% yekugadzira shangu dzeNike, uye Adidas zvakare inoenderana zvakanyanya neVietnamese yekugovera cheni. Zvinetso zvichiripo, zvisinei, nekuda kwenzvimbo isina kutsanangurwa ye "transshipment."

Sekureva kwaLin Fen, CFO weRuHong, "Chiyero chichangobva kuisirwa 20% chiri nani pane zvataitya. Zvinotonyanya kukosha, kusava nechokwadi kwasimuka. Tinogona kutanga ikozvino.kutauriranazve zvibvumiranouyekugadzirisa zvivako zvemitengonevatengi."

Kuwedzera Kwesimba: Vietnam Inoramba Iine Strategic Core

Vagadziri Vakuru Vaviri Pazasi paVietnam

Pasinei nekusagadzikana kwepasirese, Vietnam inoramba iri pakati penyika yekugadzira shangu. Makambani akakosha ari kukwidza kugadzirwa, kumhanyisa otomatiki, uye kuisa mari mumidziyo yakangwara kuti isangane nezvinodiwa zvitsva:

• Pou Chen(宝成) inoshuma izvozvo31% yeboka rayo rinobudainobva kuVietnam. MuQ1 chete, yakatumirwa61.9 mamiriyoni maviri, neavhareji mitengo inowedzera kubva paUSD 19.55 kuenda kuUSD 20.04.
• Feng Tay Enterprises(丰泰) iri kukwenenzvera mitsara yayo yekugadzira yeVietnamese yemhando dzeshangu dzakaoma, nekubuda kwegore54 mamiriyoni mavirikumiririra46% yehuwandu hwekugadzirwa kwayo.
• Yu Chi-KY(钰齐) yakatotanga kugamuchira maodha eChirimo/Zhizha eQ4, kuve nechokwadi chekuonekwa kwemberi mumabasa a2025.
• Lai Yi-KY(來亿) anochengetedza a93% kugadzirwa kutsamira paVietnamuye iri kuita hurongwa hwekuwedzera dunhu rekubvisa njodzi yekukanganisa mabhodhoro.
• Zhongjie(中杰) iri kuvaka zvidyarwa zvitsva muIndia neVietnam panguva imwe chete kuti ive nechokwadi chekuenderera uye kushanduka.

Kuronga Kwekugadzira Kunoenderana Nezve Strategic Orders

Mafemu akati wandei aratidza kuwedzera kutarisisa pakugadzirira kushanda uye kukiya kwekutanga kurongeka. Sezvo magadzirirwo efekitari achizadza uye huwandu hunosvika pamiganhu,kuonda kuronga uye otomatiki investmentszvakakosha pakugadzirisa mikana mitsva zvakanaka.

Njodzi Dzakavanzika: Transshipment Ambiguities Inoisa Matambudziko Ekuteerera

Complex Supply Chains Face Scrutiny

Chinhu chikuru chisina kugadziriswa itsanangudzo ye "transshipment." Kana zvinhu zvakakosha senge zvigadzirwa kana soles zvichibva kuChina uye zvinongounganidzwa muVietnam, vanogona kukodzera kutakurwa nekudaro vakatarisana.imwe yekuwedzera 40% mutero wekuranga.

Izvi zvakakonzera kuchenjerera kukuru pakati pevatori vechikamu kumusoro nepasi. MaOEM ari kuwedzera kuedza mukatimagwaro ekuteerera, traceability yezvinhu,uyemitemo-yekutanga kurongekakunzvenga zvirango zvingangoitika.

Vietnamese Capacity Nearing Saturation

Nzvimbo dzekugadzirwa kwenzvimbo dzatova pasi pekumanikidzwa. Vazhinji vashandisi vanotaura nguva dzakasimba dzekutungamira, mari yakakwira inodiwa, uye nguva refu yekuchinja fekitori. Vanoongorora vanoyambira kuti kusagadziriswa kwezvikwanisiro kunogonashandura maodha kudzokera kuChinakana kuvagoveranzvimbo dzekugadzira dziri kubudaseIndia kana Cambodia.

Strategic Implications kune Global Value Chains

Kuwana Kwenguva Pfupi, Zvisarudzo Zvenguva Yakareba

• Nguva pfupi:Kubatsira pamusika kwakadzikamisa maodha uye kumutsidzira masheya, kupa nzvimbo yekufema yevatengi nevatengesi.
• Nguva Yepakati:Kutevedzera zviyero uye kugona kuchinjika kunotsanangura iyo inotevera wave yevakundi muchikamu.
• Nguva refu:Zvigadzirwa zvepasi rose zvichawedzera kusiyanisa kutsvaga, kukurumidza kusimudzira mafekitori muCambodia, Indonesia, neIndia.

Nguva Yekudyara Mushanduko

Iko kushanduka kwekutengeserana kunoratidza maitiro akafara: dhijitari, otomatiki, uye kupatsanurwa kwedunhu kunozove zvimiro zvechigarire mumagadzirirwo ekugadzira. Makambani anozeza anogona kurasikirwa netsika yepasi rose.

GrandStar: Kusimbisa Iyo Inotevera Era yeKugadzira Shangu

Yepamberi Warp Knitting Solutions yeChizvarwa Chitsva

PaGrandStar, isu tinopa yekucheka-kumuchetoWarp knitting michinaizvo zvinopa simba vanogadzira shangu dzepasirese kuti vafambe nekusagadzikana nechivimbo. Tekinoroji yedu inopa:

• High-speed automated systemskuitira kurukwa kwepamusoro
• Modular jacquard controlnokuda kwemaitiro akaoma ekugadzira
• Intelligent drive systemsne-chaiyo-nguva yekutarisa uye diagnostics
• Kutsigira kwemitemo-ye-yekutanga kutevedzakuburikidza nemunharaunda ukoshi-add kugona

Kugonesa Vatengi muVietnam uye Beyond

Vepamusoro-tier vagadziri veVietnamese vatove kusimudzira yedu yazvinoEL uye SU drive system, Piezo Jacquard modules,uyesmart tension control unitskuendesa mhando, kukurumidza, uye kutevedza. Mhinduro dzedu dzinobatsira kuti tive nechokwadi:

• Yakagadzikana yakabuda kune yakaoma yepamusoro uye machira ehunyanzvi
• Kurumidza kugadzirisa zvakare kuti ienderane mitsva yedhizaini kutenderera
• Digital yekubatanidza yekutarisa kure uye sevhisi

Kuumba Ramangwana Nokuvandudza

Isu tinotsigira kukura kwevatengi vedu nekupa akabatanidzwa, anochinjika, uye akangwara warp knitting mapuratifomu-akagadzirirwa kukurumidza-kuchinja zvinodiwa zveindasitiri yeshangu yepasi rose.

Mhedziso: Kutora Mukana Uine Strategic Vision

Mutongo we20% wemutero wakaunza kuhwina kwenguva pfupi, asi kwenguva refu kugadzirisa kwemaitiro kwakakosha. Zvigadzirwa nevagadziri zvakafanana vanofanira:

• Gamuchira otomatikiuye kugadzirwa kwedigital
• Diversify sourcingpanguva yekusimbisa zvimiro zvekuteerera
• Isai mari mune ramangwana-yakagadzirira michinakuchengetedza kukura kwakasimba

PaGrandStar, tinoramba tiri shamwari yakavimbika yeshanduko. Chinangwa chedu ndechekubatsira vatengikuruka nemazvo, kumhanya, uye kuvimbikamumatanho ese echeni yavo yekugadzira-chero kupi kwavanenge vari munyika.