Team Global Logistics Co., Ltd.

【時勢分享】 美國鋼鐵關稅升至50%，全球供應鏈再現警訊 6 月即將來臨，川普宣布：進口鋼鐵稅率從 25% 提高至 50%，直接劍指全球鋼鐵出口國。 加拿大、歐盟反應升溫，汽車、建材與金屬製品製造商恐將迎來新一波成本壓力。 這不僅是貿易政策變動，更是對供應鏈彈性的再一次壓力測試： 加倍關稅將改變： 美加、東亞的鋼鐵出口策略 依賴進口鋼材的 OEM 排程與成本結構 關鍵材料的關稅避險與庫存配置模式 對於仰賴北美市場的出口商與貨運決策者，現在正是時候檢視以下三點： ✅ 關稅條件是否影響當前合約與報價？ ✅ OEM 或供應鏈夥伴是否位於高風險關稅區域？ ✅ 鋼鐵、零件、半成品能否提前預清關或異地中轉？ TGL 協助您因應重大政策變化，制定更具前瞻性的出口布局與貨運計畫。 https://lnkd.in/e9SPBhPf 📣 您是否也正面臨北美出口壓力？歡迎留言分享您的觀察與對策。 #關稅風險管理 #供應鏈策略調整 #北美市場布局

【 "Made in Vietnam"? Not So Fast 】 As of May 2025, Vietnam has shifted its certificate of origin (CO) issuance authority from the Vietnam Chamber of Commerce and Industry (VCCI) to the Ministry of Industry and Trade—tightening standards from flexible review to substantial transformation only. If your product hasn't been meaningfully processed, it may no longer qualify as “Vietnam origin.” For global supply chains built on Vietnamese assembly bases, this is a structural shift: 🔸 Labeling or simple assembly may no longer be enough 🔸 Existing CO application know-how is outdated 🔸 Export documentation, tax incentives, and country-of-origin claims now face strict scrutiny 📦 What qualifies as "substantial transformation"? Turning steel rods into screws, or raw cotton into garments—processes that truly change a product’s nature, use, or classification. For companies relying on OEM/ODM setups in Vietnam, now’s the time to reassess: ✅ Is your production process compliant with the new rules? ✅ Do your contracts and customs declarations need revision? ✅ Are your origin markings and tariff strategies still valid? At TGL, we help exporters stay compliant and resilient amid evolving ASEAN trade rules. https://lihi.cc/tfgqu #ASEANTradeCompliance #MadeInVietnamRules #SupplyChainStrategy

【越南製造，還能代表原產地嗎？】 政策一變，許多企業才驚覺：原來「貼標、組裝」早已不夠。 自 2025 年 5 月起，越南原產地證明簽發全面轉由工貿部主導，標準從「彈性審核」走向「實質轉化認定」，這意味著： 👉 沒有真正加工的產品，不再視為越南原產 這對以越南為生產基地的跨國供應鏈，是一場結構性的挑戰： 🔸 「組裝過關」策略面臨失效 🔸 VCCI 不再主簽，過往經驗需重建 🔸 出口流程、稅務優惠與原產地認定全面收緊 什麼才算實質轉化？ 從鋼條變螺絲釘、從原棉變成衣，才能真的說「Made in Vietnam」。 對於依賴越南 OEM/ODM 的企業與物流管理者， 現在是時候重新審視： ✅ 生產配置是否符合新規定？ ✅ 合約與報關資料是否須更新？ ✅ 原產地標示與關稅策略是否需調整？ TGL 持續關注東協貿易政策變化，協助您打造合規、安全、有韌性的出口布局。 https://lihi.cc/Irr5q #越南產地政策 #原產地證明合規 #東協出口規範

【Current News】 When Tariffs Hit the Sun: 3,521% Duties Reshape Solar Supply Chains The U.S. has announced tariffs as high as 3,521% on solar panels imported from Vietnam, Thailand, Malaysia, and Cambodia. Officially aimed at “anti-dumping and countervailing” practices, the real target appears to be the China-backed supply chains behind Southeast Asia's solar exports. But this isn't just a solar industry headline— It's a warning bell for every business managing cross-border sourcing and global logistics. 🔍 What's changing? 1️⃣ U.S. Customs will now impose steep and varying tariff rates based on company origin and cooperation levels. 2️⃣ Even major players like Jinko Solar and Trina Solar are affected—with rates from 41% to 375%. 3️⃣ Companies relying on Southeast Asia for OEM/ODM solar solutions will face unexpected cost surges and contractual ambiguity. With the final ruling coming in June, smart importers and logistics teams should prepare now: ✅ Re-evaluate supplier footprints and rerouting plans ✅ Check incoterms and tariff clauses in existing contracts ✅ Monitor shipment lead times and reverse logistics risk At TGL, we support businesses navigating these fast-moving trade dynamics with end-to-end freight strategy, customs compliance, and sourcing resilience. 🌍 Don't let policy shifts derail your supply chain. https://lnkd.in/e7hHTUPM #CrossBorderSupplyChain #SolarTariffCrisis #AntiDumpingDuties

【時勢分享】 3400%反傾銷稅？美國對太陽能電池再掀關稅風暴 5月21日，美國商務部突然宣布，將對來自越南、泰國、馬來西亞與柬埔寨的太陽能電池（晶體型光伏模組）加徵反傾銷與反補貼稅，稅率最高竟高達 3403.96%。 此舉不只引爆東南亞供應鏈震盪，更被外界解讀為針對中國政策的延伸手段——美國指控這些東南亞企業接受中國政府補貼，因此成為懲罰對象。 對台灣企業的潛在影響包括： • 出口太陽能模組或原料至美國的成本將劇增 • 經由東南亞轉運的貿易策略可能失效 • 國際採購與倉儲配置需重新盤點 特別是對有跨國供應鏈、從事出口組裝、或經營美國市場的品牌商與貿易商而言，此舉等於是提前敲響了「轉單風險」的警鐘。 📦 TGL 將持續追蹤政策進展，協助您掌握風險、優化轉運選項，因應全球綠能市場的不確定挑戰。 https://lnkd.in/eTadjQUq #國際貿易政策動態 #供應鏈風險預警 #出口製造業觀察

【📦 Think FOB means it’s insured? And EXW means “not your problem”? Not quite 】 INCOTERMS define risk transfer, not insurance responsibility—and that’s where most misunderstandings begin. 🚨 Common issues: 1️⃣ FOB: You shipped—but the buyer didn’t insure. Now what? 2️⃣ EXW: The buyer picks up—but expects you to cover damages. 3️⃣ CIF / CIP are the only terms where sellers must insure. All others? It depends. 📌 INCOTERMS = responsibility + risk. But insurance is optional unless agreed. ✅ What professionals do: Define who buys insurance and what it covers Write it clearly into the contract Never assume. Never guess. TGL helps exporters avoid costly disputes and stay in control of every shipment. 🌐 www.tgl-group.net 📩 quote@tgl-group.net #ShippingRiskManagement #INCOTERMSExplained #ExportInsuranceIssues #TradeTermsMisunderstood #FreightContractTips

【 When Ships Don't Show Up: Blank Sailings & Route Changes Disrupting Asia–North America Logistics 】 Freight cost isn't the only risk—unreliable sailings are now the biggest uncertainty. In recent months, Asia–North America routes (especially to the U.S. and Canada) have seen a surge in blank sailings and last-minute port omissions, leading to extended delays and reduced vessel availability for both FCL and LCL shipments. 📉 A confirmed schedule today may be canceled next week 📦 LCL shipments face higher consolidation risks and fewer alternatives 🛳️ Carriers are under pressure—merging sailings or skipping ports to manage cost and schedule For Canada-bound cargo, congestion at U.S. transshipment ports and tightened customs clearance are raising the bar even further. In this new normal, flexibility is everything. We help businesses adapt quickly—via rerouting, alternate ports, and stable LCL services—to keep supply chains moving. TGL monitors carrier reliability and port conditions in real time, offering tailored routing solutions and risk mitigation for smooth and secure delivery—even when routes shift unexpectedly. https://lihi.cc/5k05P #TranspacificShipping #PortCongestion #SupplyChainRiskManagement

【 船班不到港？當航班取消與航線變更擾亂亞洲至北美物流 】 在當前海運環境中，最大的不確定因素，往往不是運費，而是「船班的變動」。 近期亞洲至美國／加拿大的航線，出現大量 臨時取消航班（Blank Sailing） 與 跳港（Port Omission），使整櫃與併櫃貨物出現延誤與等待風險： 📉 原已確認的航班，可能在出發前一週臨時取消 📦 併櫃貨因需集中裝櫃，替代選項更少，延誤風險加倍 🛳️ 船公司為控成本與維持時程，頻繁調整航線與停靠港 對於加拿大出貨，影響更甚：多數仍須經美國港口轉運，面對壅塞、通關嚴格與內陸物流壓力，出貨風險大幅升高。 面對「變動常態化」的市場，企業須強化彈性布局能力。 TGL 提供即時航班掌握、併櫃替代規劃與轉港風險控管，協助您在不穩定的航線中，依然穩定出貨、降低損失。 https://lihi.cc/lCOTX #跨境運輸策略 #供應鏈風險管理 #出口物流規劃

📦【你以為 FOB 有保險？EXW 風險不關你事？小心踩雷】 很多企業在談報價或出貨時，滿口 INCOTERMS，卻忽略一件事： 👉 這些國際條款，大多「不包含保險責任」。 🚨 常見誤解： 1️⃣ FOB 貨出港就萬事 OK？買方沒投保，一樣沒人賠。 2️⃣ EXW 貨出了倉庫？運送途中損壞，反被客戶要求負責。 3️⃣ 除了 CIF / CIP，其他條款根本沒強制誰該投保。 📌 真相是：INCOTERMS 只講風險轉移，沒說誰該買保險、更沒規定保額範圍。 所以—— 當客戶說：「你沒保保險嗎？」 你說不清楚，損失可能就落到你身上。 ✅ 專業作法： ☑ 合約清楚註明誰負責投保、保到什麼程度 ☑ 不假設、不模糊、不賭運氣 TGL 作為國際物流顧問，協助企業避開保險灰區，出貨更穩、更安全。 🌐 www.tgl-group.net 📩 quote@tgl-group.net #國際物流風險 #INCOTERMS實務 #出口保險爭議 #貿易條款常見誤解 #FOB與EXW的保險差別

【 TGL wishes you a meaningful Dragon Boat Festival. 🐉 】 Whether you're wrapping up shipments, coordinating returns, or preparing for a well-earned break — we know every effort reflects your dedication to getting things delivered right. In global logistics, there’s no such thing as a “small shipment.” Behind every on-time and secure delivery is a team that keeps the rhythm steady. 📦 To all our clients, partners, and those just getting to know TGL— we hope this holiday brings you smooth logistics, good food, and time to recharge. ✨ Happy Dragon Boat Festival from all of us at Team Global Logistics. 🌐 tgl-group.net 📩 quote@tgl-group.net #DragonBoatFestival #LogisticsNeverStops #SeamlessGlobalShipping