德迅大中华区总裁倪晓荣：美线舱位将更为紧张 建议出口企业做好调整供应链策略的准备

Core Viewpoint - The recent US-China Geneva trade talks have led to a significant reduction in bilateral tariffs, resulting in a surge in demand for shipping services as companies rush to fulfill backlogged orders within a 90-day grace period [1] Group 1: Market Demand and Shipping Capacity - Following the tariff reduction, there has been a notable increase in shipping demand, particularly on North American routes, with some shipping companies experiencing capacity constraints [1] - The president of DSV Greater China reported that the demand for shipping services is expected to continue rising over the next two weeks, with significant increases in cargo volumes from regions like Shanghai and South China [1] - Booking volumes for shipping have surged, with a 10% increase in week 20 and a 30% increase in week 21, indicating a positive shift in market expectations for US trade [1] Group 2: Operational Challenges and Risks - The rush to export goods has led to operational challenges, as shipping companies may struggle to quickly meet the increased demand, particularly on the East Coast where shipping cycles can take up to 85 days [1] - Exporting companies are advised to develop more reasonable strategies regarding transportation arrangements, contract management, and inventory levels in light of rising shipping costs due to upcoming General Rate Increases (GRI) [2] - The pressure on shipping capacity and the potential for imbalanced supply and demand dynamics could pose risks for companies engaged in international trade [1][2]