Group 1 - The temporary trade agreement between the US and China has led to a surge in trans-Pacific shipping as companies rush to transport goods before potential tariff increases [1][2] - The average tariffs on Chinese products will be reduced to 30% by the US, while China will lower tariffs on US products to 10%, stimulating stock market gains and a decline in safe-haven assets [1][2] - The number of ships traveling from China to the US has increased from 41 to 51, indicating a recovery in shipping activity [1] Group 2 - The pause in tariffs has created a window for companies to stock up on inventory, leading to increased shipping volumes, particularly at major ports on the US West Coast [2][3] - There are challenges in returning shipping capacity to California routes as some vessels have been redirected to Europe, Southeast Asia, or Latin America [3] - Analysts believe the current easing of tensions may pave the way for a more permanent trade agreement, reducing supply chain disruption risks ahead of the back-to-school and holiday shopping seasons [3]
中美暂停加征关税90天 货运激增再现 企业掀“抢运潮”
智通财经网·2025-05-12 22:22