A late-night email sent to Yiwu caused 1,700 Chinese factories to erupt — the world's largest supermarket Walmart suddenly announced: "From now on, Chinese goods will be shipped directly from factories to American warehouses, and we will bear the 25% tariff ourselves!"

This comes just 20 days after they forced Chinese suppliers to swallow the tariffs. At that time, Walmart used the tariff stick from the Trump administration to demand that Chinese factories either reduce prices by 10% or bear the additional tariffs themselves.

As a result, their own shelves are nearly empty, American consumers are eagerly waiting for Chinese goods, and Walmart's warehouse inventory has become so urgent that they need to ask Trump for an explanation.

"These Americans are really shrewd!" The owner of a toy factory in Guangdong calculated: Originally, goods had to be routed through Hong Kong, and just the handling fee would cost an additional $0.5 per item. Now, Walmart sends engineers directly to the factory to teach how to pack containers more efficiently, reducing transportation time from 42 days to 22 days.

Although they earn $0.5 less in tariffs per item, the savings from the middleman's price difference have actually increased the profit margin by 3%.

Even more ruthless is Walmart's "supply chain bundling" technique. They require factories to sign ten-year contracts, compressing the payment term from 90 days to 15 days, which is equivalent to receiving 90% of the payment in advance.

The head of a lighting factory in Zhejiang said:

"Now the production line is being modified according to Walmart's standards, and even the color of the packaging boxes has to follow their color cards." This deep binding forces Chinese factories to follow Walmart's rhythm.

At a time when Sino-American shipping volumes have plummeted by 12.7%, Walmart is actually increasing orders. Their self-owned fleet of 63 cargo ships is fully loaded with Chinese goods sailing across the Pacific, and the procurement volume from China actually increased by 8% in the third quarter.

Industry insiders revealed that Walmart is testing its own logistics app to monitor goods in real-time, including remotely guiding how to arrange every layer of the container's partitions.

This seemingly "loss-making deal" gamble hides Walmart's big plan: Rather than being forced to raise prices and lose market share by the Trump administration, it is better to convert tariff costs into supply chain control.

As the engineer who disassembles containers said:

"Now, between Chinese factories and Walmart warehouses, there is only one green channel marked 'Direct to America.'"