中美贸易90天窗口期，中国港口忙起来

Core Insights - The recent pause in tariffs between China and the U.S. has created a valuable "foreign trade window" for businesses, leading to a surge in demand for shipping and logistics services [1][10][12] - Companies are experiencing a significant increase in orders, with some reporting a 30% rise in order volume since the trade talks [11][19] - The logistics and shipping sectors are particularly busy, with container bookings from China to the U.S. increasing by nearly 300% in a recent week [4][10] Shipping and Logistics - Shipping companies are adjusting their capacities to meet the rising demand, with some reporting a doubling of bookings for freight from China to the U.S. [1][4] - The Ningbo-Zhoushan Port is experiencing a busy period, with a reported throughput of 998,000 standard containers in April, reflecting a year-on-year increase of 5.6% [4][19] - Freight rates for shipping to the U.S. have surged, with costs for the West Coast reaching approximately $6,000 per standard container and the East Coast around $7,000, both doubling from earlier this year [6][8] Export Trends - U.S. retailers are actively seeking to replenish inventory ahead of the holiday season, with a notable increase in inquiries for products from China [10][11] - Various sectors, including toys, clothing, and food products, are seeing a rise in orders as businesses aim to capitalize on the temporary tariff relief [10][11] - Companies are reporting tight shipping space, with some logistics firms experiencing a backlog in shipping requests [6][10] Market Sentiment - Many Chinese exporters are optimistic about the U.S. market, with expectations of continued demand despite the uncertainty surrounding future tariffs [15][19] - The sentiment among exporters is that the trade relationship will improve, as both sides recognize the mutual benefits of trade [15][20] - Companies are exploring new markets and diversifying their export strategies to mitigate risks associated with tariffs [19][20]