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催发货、赶订单,爆单!一舱难求再现 市场多元产品过硬 企业底气十足
Yang Shi Wang·2025-05-15 02:32

Core Viewpoint - The adjustment of China-US tariff policies has led to a surge in shipping activities at Shenzhen Yantian Port, with significant increases in export volumes to the US and heightened demand for shipping capacity [1][3][15]. Group 1: Shipping and Logistics - Shenzhen Yantian Port is one of the busiest ports for North American routes in South China, currently handling over 25% of China's exports to the US [3][4]. - There are currently 5-6 vessels operating daily from Yantian Port to the US, indicating a busy shipping schedule [4][9]. - Shipping companies are urgently coordinating berth arrangements due to increased demand, as many have shifted capacity to Southeast Asia and Europe previously [7][20]. Group 2: Export Demand - US clients are rapidly placing orders to stock up during the 90-day tariff adjustment window, leading to a noticeable increase in the number of export containers arriving at the port [4][15]. - A Shanghai knitting factory has received a notification to ship over 50,000 garments that had been in storage for a month, with plans to ship a total of 300,000 items within the tariff adjustment period [10][14]. Group 3: Price Adjustments and Capacity Issues - Shipping rates for containers to the US have seen a rebound, with prices increasing by $500 to $1,500 per container, particularly for routes from Shanghai to New York [20][22]. - The shipping capacity for routes to the US has been reduced by over 30% previously, leading to a mismatch in supply and demand, which has driven up shipping prices [22]. Group 4: Broader Market Impact - Many foreign trade enterprises across China, including those in Jiangxi and Zhejiang, are experiencing a surge in orders from US clients, with some companies also exploring markets in Europe and other regions [27][23]. - Cross-border e-commerce companies in Shenzhen have begun to lower product prices, resulting in a significant influx of orders from US customers [34][36].