90天关税窗口期观察：跨境电商开启外贸618，买家囤货忙

Core Insights - The recent tariff adjustment between China and the U.S. has led to a significant surge in container shipping bookings, with a nearly 300% increase in bookings from China to the U.S. [7] - The 90-day tariff window has sparked a "stockpiling wave" among U.S. buyers, with a 40% year-on-year increase in inquiries from American buyers on cross-border e-commerce platforms [1][3] - Various industries, particularly machinery, textiles, and consumer goods, are poised to benefit from the reduced tariffs, while high-tech products like chips remain constrained due to retained tariffs [1][13] Industry and Company Summaries - The 90-day tariff window is providing a valuable adjustment period for industries with significant tariff reductions, such as machinery, textiles, and consumer goods, enhancing their market competitiveness [1][13] - On May 14, the day the tariff adjustments took effect, Alibaba's international platform saw a double-digit increase in order volume across various categories, with automotive parts up 62% and machinery up 46% [2] - The demand for shipping has surged, leading to a shortage of shipping containers, with many shipping companies announcing price increases due to the high demand [7][8] - The new T86 customs policy has reduced the tax rate on small packages under $800, easing price pressures for Chinese online retail giants like Shein and Temu [6] - Companies are actively preparing for the upcoming holiday season, with many manufacturers ramping up production to meet the anticipated demand during the 90-day window [12][9] - The textile and consumer goods sectors are expected to see a rebound in orders, with companies like Midea reporting significant cost savings due to reduced tariffs [13][14] - Long-term risks remain as companies are advised to diversify their market strategies and reduce reliance on single markets due to potential future tariff changes [14][15]