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▌热点 X 八点最热报 ▌特朗普关税新政,东盟中大马情况相对“幸运”?东盟布局大洗牌,大马是否能抓住机遇?

📌 马来西亚关税24%,相比 越南46%、泰国36%、中国超过50%,部分订单或许会转向大马?
🏭 制造业仍面临挑战——特别是家具等本土企业,在美市场份额或受压缩,但整体投资外移风险不大。

完整影片 👉https://tinyurl.com/2aaaa78p

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Transcript
00:00For Malaysia, the tariff is 24%
00:02For Vietnam, it's 47%
00:05For China, it's more than 50%
00:07So if you compare the two countries
00:08Malaysia's tariff may not be as high
00:12And many people who bought things in Vietnam
00:15may come to Malaysia to buy
00:17In Thailand, the tariff is 36%
00:19They come to Malaysia to buy
00:20So it's not necessarily completely bad
00:22Because Malaysia is 24%
00:24If you move to Vietnam, it's worse
00:25If you move to Thailand, it's worse
00:26If you move to Singapore, it's 10%
00:28That's impossible
00:29There's no place for you to build a factory in Singapore
00:31It's impossible
00:32And Singapore doesn't want this
00:33low-end supply chain manufacturing
00:36It doesn't want it
00:36So in the eyes of the East
00:38Malaysia should have a chance
00:41But we hope it can
00:44That is to say, we will not see
00:45The so-called foreign investment
00:47The trend of foreign investment should not appear
00:50It must have a certain impact
00:51Let's not talk about semiconductors
00:53For example, we have other exports
00:54For example, our furniture
00:56These are purely Malaysian companies
00:58Those have a lot of influence
01:01Because they can't move to Singapore
01:03It's impossible to move to a low-tax country
01:05So they are in this market
01:07American market
01:08They will face
01:09The so-called market
01:11The occupancy rate is going to drop
01:12Because the tariffs are too high
01:13Otherwise, it will be more than 20% more expensive

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