外贸一线观察：美线出货高峰或提前 货运订舱就像“抢票”

Core Viewpoint - The adjustment of US-China tariff policies has led to an increase in inventory accumulation by US buyers, resulting in heightened shipping activity on routes to the US, particularly through Shenzhen's Yantian Port, which handles over 25% of China's exports to the US [1][19]. Group 1: Shipping and Logistics Operations - Yantian Port is experiencing a surge in shipping activity, with companies urgently deploying additional vessels to accommodate increased cargo volumes [1][3]. - The peak shipping season has shifted from the traditional July-September timeframe to June and July this year, prompting logistics companies to optimize operations and increase resource allocation [3][5]. - The volume of goods waiting to be shipped has increased by over 60%, with the number of containers rising from around 120 to over 200 [5]. Group 2: Warehouse and Cargo Management - Warehouses are implementing emergency plans to enhance turnover efficiency, operating 24/7 to manage the increased shipping demand [7][12]. - The shipping volume from a cross-border e-commerce warehouse has surged from 40-50 containers daily to a peak of 70, with a 30% improvement in turnover efficiency [12][14]. - Companies have adapted their warehouse designs and operations to better handle the characteristics of e-commerce, such as small batch and multiple shipments [14]. Group 3: Market Dynamics and Pricing - The increase in shipping demand has led to rising freight rates on US routes, with some shipping companies announcing rate hikes of up to $3,000 for 40-foot containers [15]. - The logistics industry is observing a shift in shipping patterns, with some capacity being redirected to European and Latin American routes, which may affect the timing of shipments to the US [17]. - Many US merchants are utilizing a 90-day window to stock up on inventory, significantly increasing shipping demand and contributing to rising freight rates [19].