Tonight, I had dinner with a friend from Taiwan. My friend is involved in the production of beach shorts and works for a relatively large enterprise in both mainland China and Taiwan, helping many well-known companies, including Quiksilver, with their manufacturing. During dinner, we discussed how, due to Trump, many of his partner companies have requested to pause shipments from his factory.

From what I can see, his factory distribution is quite healthy, with factories in Shanghai, Anhui, and Cambodia. It is a family-owned business and is considered a leader in this field, but it is still significantly impacted by Trump's tariff policies. Many salespeople believe that now is not the right time to restock, fearing that costs are too high.

For manufacturers, there has already been a significant accumulation of goods. Yes, 50% of his beach shorts are sold to the United States, 30% to various countries in Asia, and 20% to other countries.

Therefore, the tariffs have had a considerable impact on manufacturing outside the United States. Either the sales end is in the U.S., or the production facilities in mainland China are facing rising costs (it is very difficult to hire workers for the factories).

Moving forward, these manufacturers will need to find ways to cut costs and increase revenue. On one hand, they will reduce production capacity, and on the other hand, they will seek solutions to lower costs. While foreign trade is becoming more challenging, there is a high likelihood of rising unemployment rates.

This post is sponsored by @ApeXProtocolCN | Dex With ApeX

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