Mỹ ra đòn chốt hạ, loạt xưởng Trung Quốc tắt máy: Doanh nhân cảm thán "cuộc chơi đã kết thúc"

Key Points

• US termination of 'de minimis' exemption on low-value goods from China significantly impacts Chinese businesses.
• Many Chinese manufacturers, especially in Guangzhou's garment industry, face sharp declines in US orders and are closing or relocating.
• Businesses are exploring alternative markets like Europe and diversifying to mitigate the impact.
• The move highlights the vulnerability of Chinese businesses heavily reliant on the US market.

Detailed Summary

• Higher US tariffs and the end of the 'de minimis' exemption for low-value goods from China have severely impacted Chinese businesses. Quinn Lai, founder of DIY Watch Club, anticipates a 20-30% revenue drop and is shifting focus to Europe.
• Liu Miao, a Guangzhou garment manufacturer, reports a complete halt in US Amazon sales due to increased tariffs, earning only 50 cents per garment compared to $1 previously. He's forced to close his factory in Guangzhou.
• Numerous Guangzhou garment factories, employing millions, are struggling, with nine owners interviewed considering relocation due to high costs and reduced orders. Some are moving to other Chinese provinces or Southeast Asia.
• Liu Bin, another Guangzhou factory owner, closed his factory after Shein orders halved. He's moved production to Jiangxi province due to unsustainable Guangzhou rental costs.
• Experts like Kennedy Wong highlight the significant impact on cross-border e-commerce and the irreplaceable nature of the US market for many Chinese businesses.

Conclusions

• The US policy change has created a crisis for many small and medium-sized Chinese businesses relying on the US market.
• Businesses are adapting through market diversification and relocation, but the long-term impact remains uncertain.
• The incident underscores the vulnerability of relying on a single major export market and the complexities of global trade relations.