电子业备货告一段落 关税战急单效应退烧 航商：需求不见了

Group 1 - The urgent demand effect in the electronics industry due to high tariffs from the US on mainland China has diminished, leading to a significant reduction in shipping volumes from mainland China to the US [1] - Air cargo volumes have generally decreased by approximately 30%, with the Port of Los Angeles expecting a one-third reduction in cargo volume compared to the same period last year [1] - Hapag-Lloyd, the world's fifth-largest container shipping company, reported that mainland Chinese customers have canceled about 30% of their export orders [1] Group 2 - The air freight industry has seen a substantial decline in demand, with members reporting a roughly 30% decrease in bookings from mainland China [2] - Demand for air freight between the US and China has weakened due to tariff changes and fluctuations in the US's low-value tax exemption threshold [2] - A Hong Kong-based freight forwarder indicated that business from mainland China to the US has decreased by about 50% following the tariff increases [2]