Impact Analysis: US 100% Tariff Policy on Supply Chains

On November 1, 2025, the United States officially implemented a policy imposing an additional 100% tariff on Chinese goods. This move not only triggered severe volatility in global financial markets but also had profound implications for international maritime logistics and supply chain configurations. According to preliminary customs statistics from October 2025, the impact of this policy on bilateral trade between China and the United States is expected to increase logistics costs by more than 20% annually. Corporate supply chain resilience is facing unprecedented challenges, making flexible supply chain adjustments an urgent necessity for effective risk management.

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