中美关税下调，美国订单激增，中国出口迎来火爆90天

Group 1 - The recent reduction of tariffs between China and the U.S. has led to a significant surge in demand for Chinese goods, with container shipping bookings from China to the U.S. increasing by 277% to 21,530 standard containers compared to 5,709 previously [1] - Businesses in Yiwu, a major trade hub, are experiencing a rush of orders from U.S. clients, with merchants actively fulfilling requests for shipments [1][3] - The adjustment in tariffs has prompted U.S. retailers, including Walmart, to stockpile goods in anticipation of increased demand, potentially preparing for holiday seasons as far ahead as 2026 [4] Group 2 - Companies in Yiwu, such as a seamless underwear manufacturer, are ramping up production to meet the heightened demand from U.S. customers following the tariff changes [3] - Shipping companies are responding to the increased demand by raising freight rates for container shipments to the U.S. by $500 to $1,500, as capacity has been constrained due to previous reductions in shipping routes [3] - Analysts predict that the next 90 days will see a booming export market for China, as both exporters and importers take advantage of the temporary tariff relief [4]