订单减少20%，客户要求前往印度！单价比越南高20％
午后的一场短暂阵雨，让海防市的空气中弥漫着从地面上窜的热气。
A brief afternoon shower left Hai Phong City steaming, with heat vapors rising from the ground.
跟着丰卯工业有限公司(豊卯工业有限公司)总经理庄丰骏的脚步走进制鞋厂，他热情地介绍生产线上每个部门负责制作鞋子的任务。豊卯是一家专门生产美国知名运动鞋品牌的代工厂。
Following Zhuang Feng-jun, general manager of Fengmao Industrial Co., Ltd., into the shoe factory, he enthusiastically explained the tasks each department on the production line carries out. Fengmao is an OEM that manufactures shoes for well-known U.S. athletic brands.
谈到美国总统川普的对等关税对越南加征46%的税率，庄丰骏表示，美国线占该公司出口总量的40%，4月2日之后，美国进口商就呈现量缩，公司接到的订单量萎缩约20%。
Discussing U.S. President Trump’s 46 percent reciprocal tariff on Vietnam, Zhuang said the U.S. market accounts for 40 percent of the company’s exports; after April 2, American importers cut volumes and Fengmao’s orders shrank by about 20 percent.
但豊卯早已提前在海外布局，2018年便到印度投资设厂，与印度最大集团公司塔塔(TATA)合作生产鞋子。
Fengmao had long planned overseas expansion: in 2018 it invested in a plant in India, partnering with the country’s largest conglomerate, Tata, to produce shoes.
庄丰骏表示，其家族1989年到印尼设立制鞋厂，直到1998年爆发大规模的排华运动才撤出，随后落脚越南至今。
Zhuang noted that his family set up a shoe factory in Indonesia in 1989 but withdrew after the large-scale anti-Chinese riots in 1998, relocating to Vietnam where they remain.
有别于台商2018年川普1.0贸易战时，为降低冲击，以「+1」到邻近的越南投资，庄丰骏则以越南为据点，布局印度，俨然是「越南+1」模式。
Unlike many Taiwanese firms that adopted a “China + 1” strategy during Trump’s 2018 trade war by investing in nearby Vietnam, Zhuang uses Vietnam as his base and expands into India—effectively a “Vietnam + 1” model.
至于为何选择印度，庄丰骏表示，台商前往印度主要是应客户要求，因为印度的市场较大，「在印度生产的鞋子以内销为主，单价比越南高20%。」
As to why India, Zhuang said Taiwanese companies go there mainly at customers’ request because the market is larger: “Shoes made in India are mainly sold domestically and fetch prices 20 percent higher than in Vietnam.”
不过，在越南及印度生产鞋子所需的面料，都是由进口，这凸显当地供应链并不完整。
However, the fabrics needed to produce shoes in both Vietnam and India are imported from China, underscoring that local supply chains are still incomplete.
庄丰骏表示，在90天关税缓冲期内仍有接到订单，但数量不多，客户应是在观望7月9日到期后的情势。他大胆预测，以川普善变的个性，有可能展延缓冲期。
Zhuang said orders are still coming in during the 90-day tariff grace period, though not many; customers are clearly waiting to see what happens after the July 9 deadline. He boldly predicts that, given Trump’s unpredictable nature, the grace period may be extended.
