21特写｜关税风暴下的港口一线“冷”与“热”

Core Insights - The global trade industry is facing multiple shocks due to ongoing changes in international trade policies, including increased tariffs from the U.S. and shifts in trade dynamics with various regions [2][3][4] Group 1: Port Responses - Guangzhou Port, with over 80% of its container routes linked to Belt and Road Initiative countries, is maintaining a calm and orderly atmosphere despite the challenges, with a reported container throughput of 8.85 million TEUs from January to April, a year-on-year increase of 8% [3][4] - Ningbo-Zhoushan Port is experiencing a more vibrant activity level, with truck drivers reporting a recovery in transport volume since May, moving from 15-16 trips a month in April to 5-6 trips a week [5][6] - The container throughput at Ningbo-Zhoushan Port reached 13.57 million TEUs in the first four months, reflecting a 9.9% year-on-year growth, with emerging markets showing over 20% growth [3][9] Group 2: Market Dynamics - The trade landscape is shifting, with a notable increase in exports to Southeast Asia and Central Asia, while exports to the U.S. are expected to recover due to recent tariff adjustments [9][10] - The logistics sector is adapting to increased uncertainty in international trade, with companies diversifying their service offerings and seeking alternative supply sources to mitigate risks [14][15] - The automotive export market is seeing significant growth, particularly in electric vehicles, with a reported 130% year-on-year increase in exports, while imports from the U.S. have sharply declined [12][14]