驾驭特朗普关税政策的战略手册 Strategic-Playbook-for-Navigating-Trumps-Tariff-Policies.docxVIP

STRATEGIC

PLAYBOOK

FOR——

NAVIGATINGTRUMP’STARIFFPOLICIES

StrategicPlaybookforNavigatingT

StrategicPlaybookforNavigatingTrump’sTariffPolicies

TableofContents

CurrentSituation:U.S.TariffLandscapeUnderPresidentTrump 3

Sector-by-SectorImpactofTariffs 5

Automotive: 5

ManufacturingIndustrials: 5

Agriculture: 5

Technology(ElectronicsSemiconductors): 6

Energy: 6

ConsumerGoodsRetail: 7

PharmaceuticalsHealthcare: 8

Services(Finance,Travel,etc.): 8

EconomicMarketSnapshot: 9

CompanyResponse:LeadershipMessagingandStakeholderCommunication 10

EmpathizeandInformEmployees: 10

ReassureInvestorsandBoardMembers: 10

AlignwithPartnersandSuppliers: 11

CustomerPublicMessaging: 11

InternalAlignment: 11

MitigationStrategies:PracticalStepstoManageTariffRisks 13

DynamicPricingStrategies: 13

SupplyChainDiversification: 13

InventoryandSourcingTactics: 14

CostEfficiencyandValueChainOptimization: 14

ReshoringandInvestmentStrategy: 15

HedgingFinancialRisks: 15

GeopoliticalRiskFramework: 15

AdvocacyandEngagement: 16

StrategicFAQforCEOsandExecutives 17

WhattoWatchOutForNext:KeyDates,TriggersandDevelopments 20

EarlyApril2025–“Reciprocity”TariffWave: 20

Mid/LateApril2025–NAFTA/USMCANegotiationSignals: 20

May2025–U.S.–AsiaDiplomacyandSupplyChainMoves: 21

June2025–GlobalSummitsandTradeTalks: 21

July–August2025–PossibleRetaliationClimaxorInterimDeals: 22

September2025–USMCAReviewPreparationsandU.S.PoliticalCalendar: 22

WildcardTriggers: 23

WhatAreYourOptionsandOpportunities 25

DirectLinkstoU.S.GovernmentWebsites 27

StrategicPlaybookforNavigatingT

StrategicPlaybookforNavigatingTrump’sTariffPolicies

CurrentSituation:U.S.TariffLandscapeUnderPresident