A late-night email sent to Yiwu is stirring the foreign trade waters—Walmart suddenly informs 1,700 Chinese factories to 'ship directly to the U.S., and I will bear all the tariffs.' This multinational giant, known for being frugal, has voluntarily taken on the burden of 25% tariffs in the fifth year of the China-U.S. trade war, leaving countless cross-border business owners astonished.

Do you remember a month ago when they arrogantly forced Chinese suppliers to absorb the tariffs? At that time, American retail giants thought they had the supply chain under control, but after just 20 days, they were in a panic—warehouses were nearly empty, shelves were about to be bare, and the CEOs of three retail giants were lined up at the White House seeking answers from Trump.

Insiders reveal that Walmart has secretly restructured its global supply chain model. Unlike the traditional multi-layered pricing agent model, the new plan requires Chinese manufacturers to label containers with 'Wal-Mart Direct' and ship directly to North American store warehouses. On the surface, each product earns $0.5 less in tariff costs, but by cutting out the middleman’s markup, the overall profit margin actually increases by 3 percentage points.

"This move is quite cunning!" said the head of a toy factory in Shenzhen: The multiple handling fees that originally went through Hong Kong have disappeared, and the shipping time has been reduced from 42 days to 22 days. "Walmart calculates everything down to the atomic level, even sending engineers to guide how to pack cargo in the container seams."

The deeper change lies in the transfer of bargaining power. Industry analysts point out that when retail giants internalize tariff costs, it is equivalent to throwing a ten-year long-term contract olive branch to Chinese manufacturers. The head of the Foshan Lighting Association candidly stated: 'The payment period has been compressed from 90 days to 15 days, which is