This source analyzes the current situation and future outlook for Chinese export businesses amidst global trade challenges like tariffs, emphasizing that 2025 marks a shift from a tariff war to comprehensive competition. It categorizes export businesses based on their product types and competitiveness, highlighting the struggles of mid-range companies and the relative resilience of ultra-low-cost and high-tech enterprises, as well as those in customized production. The text suggests that the focus on high-tech components and industrial intermediate goods, where replacement costs are high, offers a path to stability and profitability, pointing to the strategic advantage found in China's industrial cluster ecosystem and the increasing use of advanced automation. It also touches on the potential opportunities presented by new regulations like the EU's digital passport for product traceability.
