马士基：估算输美货柜货物有效平均关税税率为21% 较高位减半

Core Viewpoint - Maersk estimates that the effective average tariff rate on container goods shipped to the U.S. is 21%, significantly reduced from the peak of 54% prior to the suspension of reciprocal tariffs in April [1] Group 1: Tariff Insights - The effective average tariff rate of 21% is a notable decrease, indicating a potential easing of trade tensions [1] - The suspension of reciprocal tariffs is set to expire in July and August, which may impact global trade and consumer sentiment in the coming months [1] Group 2: Market Demand and Client Behavior - Maersk observed strong growth in container demand during the first half of the year, attributed to clients placing orders ahead of tariff announcements [1] - Many large U.S. clients have reduced their reliance on China, with some apparel and fashion clients depending on China to a single-digit percentage, while other products like home improvement goods still show significant reliance on Chinese manufacturing [1]