The first、 Quick Overview of the Core Points of the Latest Tariff Policy
1. Exemption window period:
The "patch" for Hong Kong and Macau has come into effect: previously, the tax avoidance path through Hong Kong and Macau transit has been completely blocked. Cross border enterprises will ship before April 5th: all goods will be exempt from equivalent tariffs (including China's 84% tax rate), but must arrive at the port before May 27th, with the applicable code 99030128.
Shipment from April 5th to 9th: An additional 10% basic tariff (code 99030125) will be imposed, and it must also arrive at the port before May 27th.
Shipment after April 9th or arrival at port after May 27th: The tax rate for Chinese (including Hong Kong and Macao) goods has sharply increased from 34% to 84% (code 99030163), completely sealing the loopholes in transit trade.
2. Impact of policy upgrade: Businesses need to re plan their supply chains.
Timeliness tightening: Goods arriving at the port after May 27th, regardless of the loading time, will be subject to the new tax rate, and logistics timeliness management becomes crucial.

The second、 Global shock wave under 104% tariff
1. China US direct shipping volume halved: Main export categories such as electromechanical, textile, furniture, etc. have been severely affected, and it is expected that the trans Pacific shipping volume will decrease by 40% -60%, and some shipping rates will plummet by 50%
2. Acceleration of global supply chain restructuring:
Southeast Asia becomes a new hub: Vietnam and Thailand undertake 30% of China's transfer orders, leading to a 15% surge in demand for ultra flexible bulk carriers.
The rise of "nearshore outsourcing" in Mexico: Tesla, Gree and other companies have borrowed the US Mexico Canada Agreement (USMCA) for duty-free exports, resulting in a 25% increase in container volume on the China Mexico route.
3. Life and death crisis for small and medium-sized enterprises: Low profit goods (such as daily necessities worth 30-50 US dollars) face the risk of abandonment, with tariff costs accounting for more than 50% of the value of the goods.

The third、 Professional response plan - triple line of defense to safeguard customer interests
1. Emergency clearance strategy: racing against time
Accelerated processing of goods during the exemption period: Priority will be given to loading goods before April 5th, and they will be delivered by the US West Coast Express (12 days to port) and trucks to ensure customs clearance before May 27th.
Tariff split declaration: For mixed loading goods, separate high/low tax rate goods for independent declaration, reducing overall tax burden (case: a home furnishing enterprise saved 23% tax).
2. Golden channel for tariff avoidance
-Mexico Transfer Plan:
Path: China → Port of Manzanillo Free Trade Zone → US Mexico Border Warehouse (48 hour clearance) → The entire United States.
Advantages: Enjoy zero tariffs under USMCA and reduce overall costs by 18% compared to direct flights.
-Southeast Asian "origin washing" link:
Vietnam/Cambodia assembly: Electronic components obtain a certificate of origin after passing through ASEAN factories, avoiding the 84% tax rate (compliance case library available upon request).
Port Klang, Malaysia: 72 hours to complete container dismantling and local labeling
Vietnam Haiphong Port: Electronic component assembly cost 22% lower than domestic, connected to 12 RCEP certified factories
-Dubai transit plan:
Zero tariff transit hub (Jebel Ali Free Trade Zone):
Chinese goods are exempt from customs duties and can be temporarily stored for up to 180 days
Value added processing tax avoidance (labeling/assembly/packaging, obtaining UAE origin FORM A certificate)
→ Zero US import tariffs (applicable to US Arab FTA agreement)
 
3. Upgrading the compliance risk control system
AI intelligent customs declaration system: Real time matching of HS codes and tax rates (with an accuracy rate of 99.7%), automatically generating the optimal declaration plan.
Strengthening of Certificate of Origin: Providing triple review services for Form A and USMCA certificates to avoid customs traceability and inspection risks.

The fourth、 Action Checklist - You need to do it immediately at this moment
✅  Inventory order investigation: Contact a dedicated consultant to obtain the latest tariff optimization plan and clarify the risk level within 48 hours.
✅  New order plan design: Submit a product list and receive a free 3D report on "transit plan+tax rate optimization+insurance configuration".