Founder's Tribute to Our Partners

To All Our Global Trade Partners:  
As We Bid Farewell to 2025, The Fundamental Rules of Global Commerce Have Been Redefined

As the final day of 2025 draws to a close, reflecting on the year leaves me with one profound realization: the globalization we once knew has ended. But in its place, a New Globalization is unfolding before us—more complex, more real, and demanding far greater wisdom from all of us.

As individuals navigating international trade, this year presented moments no textbook could have prepared us for. Today, I want to share the fundamental insights we've distilled from these world-shaking events—insights crucial for survival and growth in the years to come.

I. Efficiency is No Longer the Sole God: Security and Redundancy are the New Survival Rules

Remember the "Tariff Storms" of April? Overnight, figures like 34%, 84%, 145% became stark financial realities, not just theoretical concepts. It was a brutal lesson: geopolitics is now deeply embedded in every link of the supply chain.

The question has shifted from "Where are costs lowest?" to "Where is my backup plan if a critical link breaks?"

This forces every global trader to re-examine their supply chains. The philosophy of "Just In Time" is giving way to "Just In Case." Multi-region sourcing, backup supplies for key materials, even strategically holding more inventory—practices once criticized as "inefficient" are now essential pillars of risk management.

II. Compliance is Not a Cost： It's Your Ticket to Market Entry

The dramatic saga of TikTok in February served as a sobering masterclass for all businesses going global. It revealed a hard truth: the global market is no longer a unified field but a collection of distinct "sovereign data territories," each with its own rulebook.

The era of "A great product conquers all" is over.

Now, it's the era of "My level of compliance determines which markets I can enter."

From data security (GDPR, various national data laws) and product certifications to labor standards and environmental requirements, compliance capability is becoming a core competitive advantage. It's not just a shield against fines; it's the key that unlocks doors to premium clients and stable markets.

III. Technology is a Tool, But Ecosystem is the Moat

In January, DeepSeek shook the AI world by achieving similar capabilities at a fraction of the cost. By October, NVIDIA's CUDA ecosystem helped build a $5 trillion fortress. These seemingly opposite events point to the same core truth: a single technological edge can be overtaken, but building an ecosystem that makes clients "dependent" is what endures.

What does this mean for global trade businesses?

It means we can no longer just sell a "product." We must offer a complete solution: "Product + Service + Digital Experience + Sustainable Partnership."

IV. Cultural Confidence is the Ultimate Source of Brand Premium

The staggering success of "Ne Zha 2" in March, grossing over 150 billion RMB globally, carries a deeper message: as a nation's comprehensive strength rises, its cultural symbols naturally gain global attention and resonance.

This is a powerful revelation for brands in international trade. In the past, many tried to downplay their origins to appear as "international brands." Today, authentically telling your story, showcasing the aesthetics and craftsmanship rooted in your heritage, can create unique brand differentiation and command a premium.

V. In Turbulent Times, Prudence is the Boldest Strategy

Warren Buffett's farewell letter in November felt like an epitaph for an era. When the world moves from a "smooth curve" to a "broken line," aggressive strategies relying on high leverage or betting on single trends see their risks magnified immensely.

For trading companies, cash flow management has never been more critical. The ability to "survive 18 months with zero revenue" is transitioning from a scare story to a legitimate stress test.

Simultaneously, business hedging becomes a key strategy. Don't put all your eggs in one basket—not in one market, nor one product line. Balance B2B with B2C, developed markets with emerging "Belt and Road" markets, physical goods with digital services. The power of choice has become this era's most valuable asset.

Looking Ahead to 2026: Our Commitment and Direction

Standing at the end of 2025, we see walls being built around the world, but we choose to build bridges.

The "Hainan Island Free Trade Port" closure in December (which isolates goods, not people, creating a special customs zone) gives us great confidence: China is responding to de-globalization pressures with a new, higher standard of openness. This points the way for us: globalization isn't ending; it is being reconstructed with new rules: greater security, stricter compliance, deeper digitization, more cultural inclusivity, and a stronger focus on long-term value.

In 2026, We Will:

Deepen Supply Chain Resilience: Explore third-region supply nodes in areas like Latin America and Eastern Europe.

Invest in Our Digital Ecosystem: Upgrade client collaboration platforms into mini-industry ecosystems, connecting upstream and downstream partners.

Build a Culturally Confident Brand: Launch a "Wisdom of the East Design Series," transforming cultural elements into globally appealing commercial products.

Maintain Financial Prudence: Keep cash reserves above industry average—to weather cycles and seize the real opportunities within them.

2025 felt long, brimming with upheaval and challenge.

2025 felt short, a mere prologue to the coming decade.

Thank you for partnering with us through another remarkable year. The more uncertain the world becomes, the more we must hold fast to the certain foundations: integrity, professionalism, creating value, and building security for our partners.

Here's to 2026. May we move beyond being mere cross-border movers of goods, and become true builders of bridges—connecting markets, cultures, and value.

Sincerely,

Angel/OREDY Founder

December 31, 2025