Ing US mabilis yang maglako kareng milyun-milyung produktung Tsinu kareng kayang istante! Deng magtinda keng kategoryang ayni magdusa la keng "bloodbath".

Iting artikulu milimbag yang pasibayu ibat keng WeChat public account [Hugo Cross-Border]

Manibat 2025, libutad ning lalaganap a pamipatepate king kalakalan king mabilug a yatu, ding negosyung e-commerce da reng Chinese sellers king libutad ning angganan menakit lang dakal a setbacks. Dagdag pa keng pamagtas ning gastus pauli ning taripa, deng miyayaliwang pamagimbestiga ning US, a sasabing "national security" concerns, mika maragul la namang epektu kareng magtindang libutad ning angganan.

Bayu-bayu pa mu, ing metung a aksyon ning US Federal Communications Commission (FCC) meging sangkan ning pamaglako da reng milyun-milyung Chinese electronics products kareng online platforms.

I.Milyun-milyun a produktung elektronikung Tsinu ing mewala kareng istante

Ing Reuters sinabi na ing opisina ning Federal Communications Commission Chairman Brendan Carr pepabalu na na deng mangaragul a US online retail platforms leko da la reng milyun-milyung bawal a Chinese electronics products kareng karelang istante bilang dake ning FCC crackdown.

Bilang dake na niting pamaglako, deng mangaragul a US e-commerce platforms antimo ing Amazon, eBay, ampo Walmart proactive lang leko deng consumer electronics products kareng Chinese sellers, kayabe nala reng home security cameras ampo smartwatches. Sinabi na namang Carr na ing mewala nang Chinese electronics atyu la keng listahan da reng bawal a devices ning US o ali la awtorisadu ning ahensya. Ing FCC iya ing magregulate kareng e-commerce platforms para aiwasan ing pamaglista pasibayu kareng bawal a produktu.

Ing FCC action ayni target nala deng sikat a Chinese technology companies antimo ing Huawei, ZTE, Hikvision, ampo ing Dahua Technology, na ngan makaapektu la keng karelang US sales kareng related a produktu.

Sinabi nang Carr, "Ing FCC sinabi na ing aksyon a ini makabasi ya keng US national security concerns, sasabyan na ing potensyal da reng Chinese electronics a mag-espiya kareng Americanu, makagulu kareng communications networks, ampo magdalang aliwang banta keng US national security."

Iting "maling akusasyon" e ya makatuliran, pero deng kumpanya ning china daralan lang maragul a pangawala uli na niti. Ing pamaglako keng produktu ngeni makaapektu ya kareng manimunang kumpanya ning china. I Hugo Cross-border, manintun yang keywords antimo ing "camera" ampo "smartwatch" keng Amazon US, ikit na na dakal kareng produktung pisasali da reng Chinese sellers makalista la pa at e la pa mewala.

Ing media da reng aliwang bangsa sinabi da na dakal la reng produktung mewala, kayabe la reng kategorya antimo reng produktung video surveillance (antimo reng camera, Wi-Fi security cameras, ampo reng doorbell cameras); smart wearable devices na ating communication capabilities (antimo reng smartwatches ampo reng child's tracking watches); gamit keng network (antimo reng wireless router); ampo mangalating kasangkapan (antimo reng smart door locks ampo intercoms).

Makanyan man, e pa balu ing panaun ampo ing sakup ning pamag-crackdown ning FCC, pero nung husgahan ing kasalukuyan nang sikanan, malyari yang mika epektu kareng aliwang Chinese sellers a magtindang produktung makaugne.

II.E pa meresolba ing delisting crisis, kailangan lang maging maingat deng magtinda!

Ing tutu na niti, kabang ing gubyernu ning US pepasiknangan ne ing pamagsuri kareng Chinese tech companies kareng milabas a banua, manibat keng TikTok ban angga na keng chip export controls ampo ing pamagbawal ning FCC kareng electronic devices, metung a sistematikung "technological blockade" ing mebuu, a meging sangkan ning maragul a pangawala para kareng dakal a magtindang cross-border a manimunang magsilbi keng US market.

Ing partikular, ing awsan dang "Clean Cart Operation," na direktang magputol kareng dalan ning pamikalat ning produktu kapamilatan da reng e-commerce platforms, e mu kabud gawang maragul a bilang da reng malati at katamtaman a sukad a 3C electronics sellers a magdependi kareng platforms a vulnerable king "policy," nune, uli ning matas a ambiguity ning compliance ampo ing kakulangan king transparency king pamagpatupad kareng standards, e la malyaring arapan deng magtinda a reni panganib keng daratang a panaun. Ing epekto ampo ing pangabigla maging maragul ya para kareng Chinese a magtinda keng angganan.

Agpang keng 2024 data report a pepalwal ning Marketplace Pulse ampo reng mapilan a institusyun ning pamanyaliksik keng industriya, deng Chinese sellers ngeni ila reng 50% da reng aktibung magtinda keng Amazon's US site, at mika "quantity dominance" keng pekamaragul a e-commerce market keng yatu keng mumunang besis.

Ing core electronics category, deng Chinese sellers atin lang mas matas a penetration rate, a maki 65% kareng sellers keng category ayni, sasakupan na ing dakal a subcategories, manibat kareng smart wearables ampo security devices angga na kareng IoT appliances. Buri ng sabyan niti na ing "Clean Cart Operation" direktang makaapektu ya kareng kategorya nung nukarin deng Chinese sellers atin lang pekamasikan a bentahe keng Amazon, a magdalang maragul a sugat keng karelang kabilugan a kita.

Dapat papansinan na kabang ing FCC e na direktang binawal ing eganaganang electronics a gawa keng Tsina, tutukan na la mu reng devices a maki kombinasyun ning communications functionality ampo reng sensitibong manufacturer, deng mapilan a produktu da reng Chinese brands meligtas la ngeni. Makanyan man, manatili la pa reng panganib ning patakaran.

Deng magtinda kareng kategorya ampo produktu dapat maging maingat la kareng posibling pamaglako kareng produktu kareng US e-commerce platforms. nung milako la, deng magtinda dapat lang gawang pamagbayu keng oras, antimo ing pamamie kareng apektadung produktu kareng palengki ning southeast asya o europa, para mabawas ing nanu mang pangawala.

keng puntong ayni, ing "Clean Cart Operation" ali yamu metung a policy shock; malyari ya namang magrepresenta keng maragul a pamagbayu keng industriya.

ibat keng panaun ning palengki, kabang maragul ya ing palengki ning US, ali ya mu kabud. Deng emerging markets antimo ing Southeast Asia, Latin America, ampo ing Middle East atin lang matas a pamananggap kareng Chinese electronics products, mababa ing regulatory barriers, ampo mabilis lang daragul. Deng palengki a reni karapatdapat lang puhunan ampo para kareng magtinda a tsinu na bisang lumawak keng abroad.

Para kareng keraklan kareng magtindang cross-border, uling keng kasalukuyan a maragul a e katatagan keng US market, para makasiguradung makabang panaun ing operasyun da reng cross-border e-commerce a negosyu, kailangan dang bagya-bagya mabawas ing karelang sobrang pamag-asa keng US market ampo ibalik ing karelang pansin kareng emerging markets na e apektadu kareng patakaran ning US, antimo ing Mauli-aslagang Asia, Latin America ampo ing Latin America. Ing pamaglalang mas desentralisadu at matatag a global a sales network maging yang susi a diskarti para king kaligtasan king daratang a panaun.