In response to escalating U.S. tariffs, many Chinese manufacturers are relocating their operations to Southeast Asia, particularly to Malaysia, Vietnam, and Thailand. This strategic shift aims to avoid the increased tariffs on Chinese goods imposed by the U.S., allowing these companies to maintain competitive pricing and access to markets. The solar energy sector, among others, has been notably impacted. For instance, Chinese solar panel manufacturers have moved production to Southeast Asia to bypass U.S. tariffs. However, the U.S. government has initiated investigations, suspecting that some companies might be engaging in “country of origin” evasion tactics, which involves re-routing products to circumvent tariffs. Consequently, some Southeast Asian manufacturers are now facing additional tariffs, leading to a contraction in their operations. This development underscores the complexities of global trade dynamics and highlights the challenges businesses face in navigating international trade policies.
Original Article
November 09, 2024
(Kuala Lumpur, 9th) With Trump’s strong return to the White House, Chinese companies’ phones are ringing non-stop regarding inquiries about relocating factories!
In order to avoid the high tariffs that the United States is expected to impose on China, many companies are now said to be moving their factories from China to Southeast Asia. The global supply chain may also be reshuffled.
Malaysia may benefit
According to foreign media reports, industry insiders interviewed believe that Southeast Asia may benefit from the relocation of Chinese companies, especially automobile and electronics factories in Thailand, Vietnam and Malaysia.
In addition, according to regional industrial park developers, some Chinese customers have also begun calling Thai businesses to inquire about relocation matters.
Industry players said they expect this round of moves to relocate factories to Southeast Asia to be more intense than during Trump’s tenure as U.S. president from 2017 to 2021.
According to earlier reports, with Trump’s victory, the United States will enter a new presidential transition period from November to December. Trump can then use this time to form a cabinet, streamline personnel and systems, and launch a series of policy directions next year.
Current policies that will have a certain impact on Malaysia include the Trump administration’s plan to impose tariffs on imports of 10% to 20%, while China’s tariffs may be as high as 60%.
Experts do not rule out that Trump may consider imposing tariffs on imports from other Southeast Asian countries.
避开美国再增关税 中国工厂转移东南亚
面对美国关税的增加，许多中国制造商将生产业务转移至东南亚，特别是马来西亚、越南和泰国等国。这一战略转移旨在规避美国对中国商品的加征关税，使这些公司得以维持价格竞争力并保持市场准入。太阳能行业在这些行业中受到的影响尤其明显。例如，中国的太阳能电池板制造商将生产转移到东南亚，以绕过美国的关税。然而，美国政府已对此展开调查，怀疑一些公司可能正在利用“原产地”规避策略，即通过重新定向产品以绕开关税。因此，部分东南亚制造商现面临额外关税，导致其业务收缩。这一事态发展突显了全球贸易动态的复杂性，展示了企业在应对国际贸易政策时所面临的挑战。
原始文章
2024年11月09日
（吉隆坡9日讯）特朗普强势回归美国白宫，中国企业有关洽询迁移工厂的电话被指响不停！
为了避开美国预计向中国征收高额关税，如今不少企业被指陆续将工厂从中国迁往东南亚地区。全球供应链也可能重新洗牌。
大马或受益
根据外媒报道，受访业者认为东南亚可能因中国企业外迁而受益，尤其是泰国、越南和马来西亚的汽车和电子工厂。
另外，根据区域工业园区发展商透露，一些中国客户也开始纷纷致电泰国业者，洽询迁移事项。
业者表明，预计这一轮把工厂迁往东南亚的举动，会比特朗普于2017至2021年担任美国总统期间更为激烈。
根据早前报道，随着特朗普获胜，美国在11月至12月将进入新总统过渡期，届时，特朗普可利用这段时间组建内阁、理顺人事和制度，并在明年推出一系列施政方向。
目前会对大马带来一定影响的政策，包括特朗普政府计划对进口征收10%至20%的关税，而中国的关税可能高达60%。
专家不排除，特朗普可能考虑对东南亚地区其他国家的进口产品征收关税。
Ire-Tex Industrial Park 爱德工业园区发展集团 