调查！航运公司全力保美线，赴美航线进入爆发期

Core Viewpoint - The recent adjustment in tariff policies between China and the U.S. has led to a significant increase in shipping volumes from China to the U.S., with container bookings surging nearly 300% following the trade "truce" [4][5]. Group 1: Shipping Industry Dynamics - The shipping market for routes to the U.S. has seen a dramatic recovery, with daily order volumes reported to be over twice that of pre-tariff levels [2]. - Many shipping companies have reduced or suspended services on South American routes to prioritize U.S. shipping, indicating a strategic shift in capacity allocation [3]. - The current surge in shipping demand has resulted in difficulties securing shipping slots, primarily due to a reduction in available vessels after previous capacity cuts [4]. Group 2: Market Adjustments and Forecasts - Shipping companies are rapidly adjusting their operations, with some resuming previously suspended routes and introducing new services to meet the increased demand [5]. - Predictions indicate that by early June, shipping capacity from Asia to the U.S. will return to 100%, with peak demand expected in June and July [5]. - The overall shipping rates for routes such as Shanghai to Los Angeles have seen significant increases, with daily price hikes of around $500 per FEU [5]. Group 3: Economic Context - Despite the challenges posed by external factors, China's foreign trade has shown resilience, with a reported 2.4% increase in total import and export value in the first four months of the year [6][7]. - The macroeconomic policies in China are contributing to a stabilization of the economy, even amidst ongoing uncertainties in the global trade environment [7].