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US transshipment claims attempt to build ‘higher fence,’ disrupt global supply chains: experts_我的网站

一 |      8 月 26 日消息，比亚迪腾势汽车今日向第二代腾势 D9 车主推送新一轮 OTA 系统升级。本次升级涵盖智能座舱、语音交互、哨兵安防、手车互联、车家互联及领航辅助驾驶等七大核心板块，共计二十余项功能新增与体验优化。    

    Shipping containers are loaded and unloaded onto ships at the Port of Los Angeles, California, on July 9, 2025. Photo: VCG
When even major US allies and trading partners are swept into Washington's alleged China-linked transshipment network, is the US still cracking down on its so-called illegal tariff evasion, or is it raising its "small yard, high fence" higher and tighten it further by wielding its tariff stick and extending tariff controls across normal global supply chains?
The White House on Thursday released a report identifying roughly 40 economies as participants in what it calls a "Shadow Transshipment Network", alleging that Chinese goods are being routed through third countries to evade higher US tariffs. The list stretches across Asia, Europe and the Americas and includes some of Washington's closest allies and largest trading partners.
Chinese experts said the report is partly aimed at defending Washington's tariff policy by shifting responsibility for its weakened impact onto other economies, while also pressuring them to follow US trade and origin rules. In effect, the US is trying to extend its unilateral trade restrictions beyond its own borders and deeper into global supply chains, they said.
Build 'higher fence'
The 25-page report claims that US import sourcing saw a "substantial reallocation" after the 2018 tariffs, as China's direct share declined and imports from identified transshipment economies rose. It alleges that some goods were routed through lower-tariff jurisdictions, where minor processing, relabeling, repackaging, re-invoicing or paperwork changes were used to create the appearance of a new national origin. 
However, the report itself acknowledges that alleged transshipment risks in several major economies are "embedded within broad legitimate trade flows." It also admitted that the post-2018 shift in US imports "does not establish" that all displaced Chinese trade was illegally transshipped and partly reflected "legitimate changes in production, investment, and sourcing."
False declarations of origin or simple repackaging can amount to tariff circumvention, but investing overseas, building factories abroad or sourcing components across borders are legitimate forms of supply-chain adjustment, experts said.
One purpose of the report is to portray Washington's tariff policy as effective while attributing its diminished impact to the responses of other economies, Zhou Mi, a researcher at the Chinese Academy of International Trade and Economic Cooperation, told the Global Times. 
This allows Washington to shift responsibility onto other economies and put itself in a more favorable position in shaping the narrative around its tariff policy, Zhou said.
Cui Fan, a professor at the University of International Business and Economics, told the Global Times that US rules for determining country of origin are not fully aligned with those used by other economies. The latest move could pressure other countries to adopt US standards, but Cui said such an approach is unlikely to work.
"Countries formulate their rules of origin based on a range of factors, including the scale and technological conditions of their own industries," Cui said. "Industrial structures and the global division of labor cannot be reshaped simply through pressure from one country."
Harmonization of rules of origin - applying the same rules across countries regardless of purpose - "would facilitate the flow of international trade," according to WTO on its website. 
It has also warned that misuse of such rules may turn them into "a trade policy instrument" rather than merely a device supporting other trade policy measures, according to WTO.
Washington was pursuing hegemonic politics and unilateral bullying in the economic and trade sphere under the guise of "reciprocity", a spokesperson for China's Ministry of Commerce said when commenting on the US use of tariffs to pressure other countries into restricting economic and trade cooperation with China. 
Disrupting global supply chains

Cui said production and trade networks linking China with South Korea, Europe and other economies have taken shape over years of market-driven specialization. By lowering production and logistics costs and improving efficiency, these networks have benefited businesses and consumers across participating economies.
"The real challenge facing global trade today is not so-called illegal transshipment, but the continued damage that unilateralism and trade protectionism are inflicting on the multilateral trading system," Cui added.
Since returning to office, the Trump administration has made tariffs a centerpiece of its trade policy, rolling out sweeping "reciprocal tariffs" and other broad duties that have drawn widespread criticism at home and abroad. On Thursday, Washington announced new Section 232 tariffs on drones and their parts and components, further expanding the range of products subject to US tariffs.
US tariffs have themselves pushed companies to reconfigure supply chains. Washington is now citing those very adjustments as evidence of circumvention, effectively using the market fallout from its own tariff policy to justify further trade restrictions, Chinese experts noted.
International trade is based on mutual benefit, and sovereign countries have the legitimate right to conduct economic and trade cooperation independently, Cui said. "No country should interfere with normal global trade simply to advance its own unilateral interests."
The report broadens its scrutiny beyond routing and documentation to include China-origin inputs or components, Chinese ownership or financing, relationships with Chinese suppliers or manufacturers, China-based production steps and China-origin routing histories.
Analysts believed the latest move is more than simply making the existing "high fence" higher. By trying to bring more economies and a larger portion of global supply chains within the reach of US tariff enforcement, Washington attempted to make the "yard" itself much bigger.
Cui warned that sustained US pressure to reshape normal trade and supply-chain links could fragment mature regional production networks, and reduce the efficiency of global resource allocation, with the impact extending far beyond China-US trade given the wide range of economies named in the report.
Zhou noted that companies would be forced to redesign supply chains to manage rising policy risks, adding costs that could feed back into the US through higher inflation while creating broader frictions and instability for global trade.
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四 | IoT 生态接入设备持续扩展，新增宠物安全座、九号滑板车、车载空气净化器、车载吸尘器、腰部按摩仪及两用双温冰箱等品类。车家互联方面，新增对海信、TCL 品牌空调的远程控制支持，智慧物联 App 商城亦支持积分支付。导航功能方面，顺路搜索结果新增绕行时间与绕行距离信息展示，搜索充电站时系统可智能推荐附近闪充站并支持快捷筛选。泊车辅助新增已选择车位偏好记忆，在未移动车辆的情况下退出并重新进入泊车功能，系统将保留此前车位选择结果。智能驾驶层面，官方表示本次升级进一步提升了领航辅助驾驶系统的性能与稳定性。座舱底层则迎来 DiLink 智能座舱 UI 全面升级，通过调整页面布局、优化灵动动效，带来更流畅自然的交互体验；3/7 分屏切换策略也经过重新设计，点击窗口顶部横条即可呼出分屏列表，操作效率显著提升。腾势官方提醒，本次 OTA 采用全国分批推送方式，不会消耗用户流量。

五 | 建议车主选择预约升级，并预留充足时间。升级前需将车辆停放于平缓路段，确保网络信号良好、电量高于 20%，且前后车门及舱盖处于关闭状态。升级过程中可能出现短暂熄屏、行车灯点亮或仪表盘提示，均属正常现象，切勿人为干预或强制断电。

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Published on:09:24:17