长三角外贸工厂订单暴增：机遇与风险并存

长三角外贸工厂订单暴增：机遇与风险并存

Surge in Orders for Yangtze River Delta Export Factories: Opportunities and Risks

外贸行业面临多重挑战

Export Industry Faces Multiple Challenges

疫情不仅扰乱了人们的日常生活，也给许多行业带来了冲击。外贸行业首当其冲，面临着人力、原材料、海运等诸多变数。

The pandemic has not only disrupted daily life but also impacted many industries. The export industry has been hit the hardest, facing variables such as labor shortages, raw material price fluctuations, and shipping bottlenecks.

订单繁荣背后的隐忧

Hidden Concerns Behind Order Boom

"又爱又恨，这是几十年难遇的反常现象。"跨境电商运营人员小朱表示，虽然订单大幅增长，但海运出货困难成为主要瓶颈。

"It's a love-hate relationship, this is an abnormal phenomenon not seen in decades," said Xiao Zhu, a cross-border e-commerce operator. While orders have surged significantly, shipping difficulties have become the main bottleneck.

海运危机加剧行业风险

Shipping Crisis Intensifies Industry Risks

货代老何透露："疫情前，从中国到越南最小的货柜要300美元一个，现在至少要1000多美元/柜。"这种紧张的氛围就像兴奋剂，增强了上海港的自信，但也孕育着危险。

Freight forwarder Lao He revealed: "Before the pandemic, the smallest container from China to Vietnam cost $300, now it's at least $1,000 per container." This tense atmosphere acts like a stimulant, boosting Shanghai Port's confidence but also breeding danger.

供应链的双向压力

Two-way Pressure on Supply Chain

机器外贸公司的李小姐表示："产能不足是真的。有些原材料需要进口，而外国不断上调钢铁、有色金属等大宗商品价格。"同时，大量库存积压也成为突出问题。

Ms. Li from a machinery export company said: "Production capacity shortage is real. Some raw materials need to be imported, while foreign countries continue to raise prices for bulk commodities like steel and non-ferrous metals." Meanwhile, large inventory backlogs have also become a prominent issue.

历史教训：口罩行业的警示

Historical Lesson: Warning from Mask Industry

外贸行业的种种表现，让人联想到2020年口罩行业从极度繁荣到瞬间崩塌的案例。外贸公司应警惕订单陷阱，避免盲目扩大产能。

The various phenomena in the export industry remind people of the case of the mask industry in 2020, which went from extreme prosperity to sudden collapse. Export companies should be wary of order traps and avoid blindly expanding production capacity.

长期发展的战略思考

Strategic Thinking for Long-term Development

后疫情时代，中国外贸表现出强大的韧性。但在这场行业的大变局中，每个外贸人都需要时刻保持警惕，审慎前行，才能在这场风暴中长久立足。

In the post-pandemic era, China's foreign trade has demonstrated strong resilience. But in this major industry transformation, every export practitioner needs to remain vigilant and move forward cautiously to establish a long-term foothold in this storm.