凌晨5点 20个集装箱的货物正“抢运”进港口……探访中美关税政策调整后的深圳“国际物流村”

Core Insights - The logistics industry in Shenzhen's Fuwei community is experiencing a resurgence in business due to recent adjustments in China-U.S. tariff policies, which have led to a significant increase in shipping volumes [1][5][6]. Group 1: Tariff Policy Impact - Following the China-U.S. Geneva trade talks, both countries significantly reduced bilateral tariffs, with the U.S. canceling 91% of additional tariffs and China reciprocating [1]. - The logistics companies in Fuwei have seen a rapid recovery in their operations, with some reporting a 40% to 60% increase in shipping volumes compared to April [6][10]. - The average tax rate for goods shipped to the U.S. was around 170% in April, with some items exceeding 200%, causing a drastic drop in shipping volumes during that month [6][11]. Group 2: Business Recovery and Challenges - Companies like Yidai Logistics reported a drop in daily shipping volume from 100,000 to less than 30,000 packages, but have since rebounded to nearly 100,000 packages per day [5]. - The logistics sector is facing capacity constraints due to increased demand, with container bookings from China to the U.S. surging nearly 300% after the tariff adjustments [6]. - Air freight costs have risen significantly, with prices increasing from 30 yuan to over 40 yuan per kilogram on certain routes [6]. Group 3: Strategic Responses - Logistics companies are adapting to the changing environment by establishing their own customs and delivery processes, which has allowed them to capture new clients despite the downturn in April [9]. - Companies are also preparing to open additional overseas warehouses in the U.S. to mitigate logistics costs and improve delivery times [10]. - There is a cautious optimism among logistics firms regarding the long-term prospects of U.S.-China trade, as domestic products remain competitive despite high tariffs [11].