Dahua Shipping To Mexican Manufacturer
Dahua has shipped ~300,000 pounds of parts to a Mexico manufacturing facility, IPVM has verified in shipping records.
Inside this note, we examine what Dahua is doing and how this may impact their positioning in the growing trade war.
Dahua ** *********
******* ***** **, ****, *** *** 28, ****, ***** *** **** ~***,*** pounds ** ***** *** ********, ****** 11 *********, ** ********** ************* ******, as*** ****** ************ ****:
*** ******* *********** ** ******** ******* describes ****** ***** ** **** ** products, *** *******:
******* *** ***** ***** ******* ***** PANEL ******* **** ********** ******* **** TUBE ******* ******* ****** *********** ******, CABLE *********-***-****** ****** *** ******** ***** CAMERA *****(********* *********) ******* *** ***** PANEL ******* ***** ***** ******* **** FOUNDATION ******* **** **** ******* ******* FILTER *********** ******, ***** *********-***-****** ****** GEL ******** ***** ****** *****(********* *********)
*** ******* (**** **** * ******) JUNCTION *** ***** **** ****** *****(********* ACCESSORY) ****** ******* ***** ********
****** *****(********** ******* *****) ********* *** METAL ******* ***** **** ******* ***** RECORDER ******** *** ******* ***** ********, CAMERA
***** ******* ************ ** ***** ** ladings *** ** *********, **** ********* 11 ** *****, ** ** ****** clear ***** ** ******* ** ***** a *********** ****** ** *****.
** * ***** ** **********, ***** China ** ***** ******** ******** ** Dahua ***. ** *** **** **** period, **** ******* ~***,*** ****** ** Dahua ***, ~**,*** ***** ****** **** what **** ******* ** ********** ************* Juarez.
***********
***********, **** ***** ** *** ********* name,****, ** *** ** *** ******* contract ************* ** *** *****, **** more **** $** ******* ** ****** revenue *** ***,*** *********. **** *** many ************* ********** ********* ** ******, Mexico, **** ****** *** ** ****** from ** ****, *****.
What ** ***** *****?
***** ***** ** ********* ***** ********* with ***********, ** ** *** ******** clear **** ***, ******** ********, *************.
** *** *** ****, **** ***** employees ********** **** ********** **** *** ************* ** ******:
***** ******* ***** **** **** **** already ***** *** ********** ** ******.
*******, ******* ***** ** *** ******* say **** *** *** ****** *** official ************ *** ** ***** *** some ******** ***** ******* **** ********* as *************.
Manufacturing ** **********
** *********** ** ****** ********** * handful ** ******* ************ **** ********** (e.g., ****, ******* *****, ****** *******, etc., ** *** *** ***** ** being ************ ** ******.
*** ******** ******** *** *********** ***** a ******* ** '****' ** '*********** **************', ** **** ** *** document********.
USA ***** *************
******, ***** **** **** ***** ***** USA **************** ** **** *** **** *** heard *** **** ***** **** **** a ************* ********* ** ** *********.
******
*** ***** ********* ****** ** ******** tariffs, *** ** ** **% ** China ************ *****, ****** *** ** President***** *** ********** *% ******* ** Mexico *****, *****, ** ***********, ***** ***** the ******** *** ****** ************* **** China ** ******.
Downside
******* *** **** ** ***** ***** products ***** ***** ** *** **** been ************ ** ******, ***** ** a ******* ** * ******** ****** China. *** *******,*** *** ** ******'* ****** ******* recently ******** *************** ** **** ******* ** ****** some ************* *** ** *****, ***** raised ***** ** ******* ****** ** China.
** ** ***** ** *** *******, parts *** ******* **** ******, **** does *** **** "************ ** ******" unless **** *** ***** * ****** percentage ** ************* ******** ** ****** than ** *****.
******** ** ********.
*** ******** **** * ******* ********** as "**** ** *** ***" ** entirely ** ********* ******** **** ** the ****** ******. **** **** *** made ** ******.
***** **** ** ****** **** *** insure ***** *** ** ******** ****** and ** **** ** ********, ******** can ** ***** ** * *******. This *** **** ********* *** ***** and *****. *** **** ******* ******** throughout **** ** ***** **** ***** before ** *** ****** ***** ** video.
*** ****** **** ***** **** ** China ** ******* ** ******** ******** and ******** *** ** ******** *** people ** *** ***"* **** ***** security ** *** **. **** ** that **** **** **** ****** **** is **** *********. *** ******* *** and ** ****** ** *** *** sometimes ** **** ** *** **** to **** ********* **** ***** ** as *** ***** ********, **** ***'* negotiate ****** **** *** **. ***** countries **** **** **** *** ***** and **** *** ******* ******* ****.
**** **** ** ***** ** ********* moved ***** ************* ** *** *.*., they *** **** **** **** *** minimal ***** ***** ***** **** ** advantage ***** **** **** **** ** USA *********. **** *** ***** ****** cost ** *****, ***, ****** **** of *** ******* ** ***** *** then **** **** ******* ** *.*..... They *** **** **** **** ***** books ** ****** ********** ***** ***** to ******** ** ***** ** ***** revenue ** ** *****. **** *** been **** *** ***** ***. ****** worked *** ************* ********* ** ** with ***** ** ** ***** ********* I **** *** *** ***** **** and * **** ******** ** **** to ***** **** ******.
**** ****** **** ******* ***** *** President , *** ***** ** **** to ****** * *** ****** ** a ********.
********, * **** *** ********** **** works. * **** ** ***** * trade **** **** *****. * *** what ** ** ****** ** **. I **** * ** ***** *** I **** ***** ******* ***** **. That ***** ** * **** ***.
* ************ ****** ** ************ **** radio ** ***** * ***** **** the ******** ** **** ** ***** said. * ***** **** *** ****** of ************. * ***** *** *** continue ** ******* *** *********. *** one ***** **** ******* ***** ** conservative **** ***** *** ***** ******* alot ** ************/********* *********, ** **** they **** ** ********** ***% ***** with ********** **** ***** **** *** 100% ********* **** ********** **** *** democrat ****. ****, ******* ******* **** "the *****" ********** ***** **** **************, insults ***** **** *****. * **** to ** ***** ** *** ***** during *** ******** ******* *** **** justifiable ** *****, *** *** *** cringey. ****, ** *** ****** * similar ********* ** "******** ****" **** post ****** **** ** **** *** above * ******* **** ******. * refuse ** **** **** **** ****** of ********. * ****** ** *** my *****.
**** **** ***** ****, ** ************ of ****** ****** **** **** ***** has **** ***** ******** *** ***** been **** **** *********. ********* *** still ****** **** *****. ******* ***** are ***** *** *** **** ****, cheaper **** **** ***** ********* **** with *** **%. ****, ***** **** been **** ******* ********* **** **** moved ***** ********* ******* ** ***** to ****** *** *******, *** ** not ****** **** ** *** *** consider **** * ***. *** *** consumers *** ******** ** *** **** for ******** *** ***** ** ******* that ***** ** ****** *** **.
***** ***** ** ** * **** strategist ******, *** **** ***** **** out ** *** **** ***. * hope ** ****.
***** **** ****** ***** ******* ** Dahuaito?
***** *** ******* ~***,*** ****** ** parts ** ******...
*****’* **** *** *** ** *** rid ** **** **** ** *******:
* ****** ** **** **** *** hit **** * **% ******? **% because *** ******** ***** **** **** China *** ******* *% ******* ****'** be ****** **** ******.
** ********* ** **** ** ****** can ****/**** *** **** ** ****** seekers ** *** *.*., **** *.*. importers/consumers ***’* *** *****.
*********.
*********** *** ********** ** *** *** also, ***...
*** ** ***** ******** ******* **** Flextronics ******, **** *** ********* ** as ****.
******: ** *** **** *****, ** addition ** *** ~***,*** ****** **** to *********** ******, ***** ******* * ********* *** * ***** of ***,*** ****** ** ***** ******* facility.
**** ** * *** *****. ***** to *** **** *****, ******** ******* show **** * ***** ******** ** the ******* ********, **** ** *** 2018.
****, ***** **** * *** ** camera ******** ***** ******* ** ******* cameras. ******** ****'* ******* ** *** current ******* ** ******, *** ****?
******: ********** ***** ******** ************ ** also ****** ** ************* ** **** cameras ** ****** *** ***** **** that ***** ** *** (*** *** NDAA ****** *********) ************* ****.
**** ************'* **********:
*** ******* ********* *** ******** ** the ******* ************* ** *** ****** chain *** ******** ******** *** ** National ******* ************* *** ****-*********Ultra * camera series. This week saw the first production run of IndigoVision products from the Group’s primary ****** ********’* *** ******** ** ******, which is intended to secure tariff-free access to the US market. [emphasis added]
**** ** **** * ** ***** cameras **** ****:
***** ****** ** **** (*********) *** checked *** ********* *** *** *** find *** ******* ***** ** *** Hikua ******.
** ****** *** *** *********** ** who ** ****** **'* ******* ** Mexico, ***** ** ********** ** ****.
******, * *** ***** ********* ** Juarez ** ****, ******** ~**,*** ******:
***** ********* ** ******** **** ** Flextronics **** *** **** *** ******:
***** ****, ******** * ********* **** sorry *** **** ** ****** *** Trump ****** *** ******* ** **% later **** **** **** ** ** threatening *** ** ******. **** ***** a **** *****! *% **** ** much ** * **** ****** ** items ** **** ***** ******** **** can ************ ** *** ****** *** same ***** ** **** *** ** China, ***** ** ********.
************* ** *** *** ***** ** the ******** **** **** ***** ****. Bold. ********* *** ***** ***** ** up *** ** **** ***** **** them *** ******* **** *** ***** USA ************, ** ***** ** * great *********** *** ****. **** ***** also ******** ***** ****** *** ** lift *** *** ** ***** *** manufactured *****. *****, *** ***** *********!