In 2018, the structure of US imports from China showed significant adjustments. Data indicates that among the top ten imported goods that year, eight experienced substantial declines — mobile phone imports plummeted by 55.43%, furniture and parts were cut in half with a 62.90% decrease, seating products fell by 52.86%, TV and computer monitor sales declined by 57.97%, and lighting fixtures and accessories saw the largest drop, exceeding 65.43%.
What does this reflect? The structure of the US trade deficit with China is undergoing dramatic changes. According to statistics, the scale of the US trade deficit has returned to the levels of 2008 and 2020. This means that the traditional import-driven consumption model is being reshaped, and related industrial chains are also undergoing deep adjustments. For those paying attention to the global economic cycle and asset allocation, such data often imply larger economic signals.
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StrawberryIce
· 01-11 11:46
A 55% decline... This is the cost of engaging in a trade war; the consumer side has been directly hit.
Mobile phones and furniture are both declining across the board. How are Americans supposed to live?
The trade deficit has returned to 2008 levels. That's a strong signal; no wonder the economic fluctuations afterward were so intense.
Once the import chain collapses, the entire consumer ecosystem will need to be reshuffled. Investors should pay close attention.
What does this data indicate? The migration of supply chains has become a certainty; the real drama is in the adjustment of the industrial chain.
A 55% plunge... The consumer side in the US must be suffering terribly. They might as well look for other suppliers.
Halved, plummeted... It’s clear how fierce trade frictions are; the global industrial chain restructuring is underway.
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MidnightTrader
· 01-11 10:01
As the trade war intensifies, the supply chain needs to be reshuffled.
Exports plummeted significantly, what does that indicate? Time to find new suppliers.
This data looks interesting; the trade deficit from ten years ago has returned.
Phone prices dropped by 55%? Apple and others must be panicking. The industry shift is indeed accelerating.
Consumption patterns are being reshaped, and our asset allocation should be adjusted accordingly, right?
Lighting fixture parts fell over 65%? That's quite a drop. Vietnam and Indonesia are about to take off.
Looking at this trend, Americans are rebuilding the supply chain ecosystem.
Furniture sales halved, which means many factories must be relocating.
This is the true power of the trade war—destroying the old order to rebuild anew.
The data is clear: supply chains are moving to Southeast Asia. No one can stop this major trend.
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SoliditySlayer
· 01-09 04:18
Mobile phones dropped 55%, furniture fell 63%, these numbers are a bit painful to look at. We need to think about how the supply chain will shift moving forward.
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HallucinationGrower
· 01-08 16:59
The trade war was indeed a mess back then, and these numbers look a bit grim.
Mobile phone sales dropped by 55 points... But on the other hand, the shift of the supply chain was inevitable.
Who can predict how the consumer behavior pattern will evolve?
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ShamedApeSeller
· 01-08 16:38
Phone drops 55%? Luckily, I didn't go all-in on consumer electronics in 2018, really dodged a bullet.
It was obvious during the trade war, and only now, looking back at the data, do I realize it.
The industry chain adjustment was so intense, no wonder the supply chain was so chaotic later on.
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CryptoCross-TalkClub
· 01-08 16:38
Laughing to death, mobile phones plummeted 55%, lighting fixtures dropped over 65%, this wave of operation can be called "Import Harvesting Machine 2018"
The trade deficit has played new tricks, the retail investors are still watching K-line, while they have long been adjusting the supply chain
Basically, it's a major shift in the industrial chain, all focusing on the game of the wealthy, we retail investors can only stare at the data in a daze
Behind these data are all about利益重组 (interest restructuring), the brothers who manage assets have already quietly laid out their plans
Is the consumption pattern being reshaped? It’s just saying whose business is hard to do, and it has to be covered up with so many professional terms
In a bear market, everyone is short of money, imports are being saved a bit, this logic couldn't be simpler
Compared to this, I more want to know which project in the crypto circle has爆雷了 (exploded), that’s the real "rapid decline"
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just_another_wallet
· 01-08 16:34
Damn, looking at this data makes my scalp tingle. Phone down 55%? Furniture cut in half? That's really pretty harsh.
Trade wars are like this—cut once, and it's almost certain...
Wait, what does this mean? Major supply chain shifts? Or is consumer demand really weakening?
In 2018, the structure of US imports from China showed significant adjustments. Data indicates that among the top ten imported goods that year, eight experienced substantial declines — mobile phone imports plummeted by 55.43%, furniture and parts were cut in half with a 62.90% decrease, seating products fell by 52.86%, TV and computer monitor sales declined by 57.97%, and lighting fixtures and accessories saw the largest drop, exceeding 65.43%.
What does this reflect? The structure of the US trade deficit with China is undergoing dramatic changes. According to statistics, the scale of the US trade deficit has returned to the levels of 2008 and 2020. This means that the traditional import-driven consumption model is being reshaped, and related industrial chains are also undergoing deep adjustments. For those paying attention to the global economic cycle and asset allocation, such data often imply larger economic signals.