猛抓90天出货窗口期 关税下调再现订货潮

Core Viewpoint - The recent reduction of tariffs between the US and China has led to a significant increase in orders from American retailers, alleviating previous supply chain concerns and boosting trade activity between the two countries [1][4][11]. Group 1: Impact on US Retailers - American retailers, such as Morris Dweck, have resumed orders from Chinese suppliers after the tariff reduction, which had previously forced them to cancel or pause orders due to high costs [5][6]. - The volume of container bookings from China to the US surged nearly 300% following the tariff cuts, indicating a strong recovery in trade activity [4][10]. - Retailers are now actively replenishing inventory in anticipation of the upcoming holiday season, with many aiming to secure stock within a 90-day window [7][9][11]. Group 2: Response from Chinese Suppliers - Chinese companies, like Shanghai Weida Shade Equipment Co., have reported a rapid influx of orders from US clients, with significant dollar amounts being placed immediately after the tariff announcement [7][8]. - Suppliers are experiencing a surge in production demands, with some companies like Yiwu Jingwen Import and Export Co. ramping up operations to fulfill large orders [8]. - The tariff reduction has allowed Chinese manufacturers to regain lost business and meet the urgent needs of American retailers who are concerned about stock shortages [9][11]. Group 3: Market Outlook - The trade volume between the US and China had previously dropped by approximately 60% due to tariffs, but the recent changes are expected to reverse this trend [10]. - Analysts predict a potential surge in shipping costs as demand for transportation increases alongside the rise in orders [11]. - E-commerce platforms like Alibaba are actively working to expand their presence in the US market to facilitate this renewed demand and support Chinese sellers [11].