危险迹象出现，中美海运价暴跌63%，王毅送美国两句话，措辞严厉

Core Viewpoint - The significant drop in shipping prices, with a decline of over 63% from nearly $8,000 to below $3,000 for a 40-foot container, signals deeper changes in the global economy and trade dynamics [1][3]. Group 1: Factors Behind the Decline in Shipping Prices - Global consumption is cooling, driven by persistent high inflation in Europe and the U.S., leading to a notable decrease in consumer demand [3]. - The supply chain has stabilized, with a record increase in new ships and a significant reduction in port congestion, resulting in a nearly 10% increase in global container shipping capacity over the past two years [3]. - Geopolitical tensions, such as the Red Sea crisis and U.S. tariffs on Chinese goods, are increasing trade costs and suppressing trade flows [3]. Group 2: Broader Implications of Falling Shipping Prices - The decline in shipping prices reflects a slowdown in global trade, with the WTO revising its 2024 global goods trade growth forecast down to 2.6%, significantly below historical averages [5]. - Countries are restructuring supply chains, shifting focus from efficiency to security, which may lead to short-term efficiency losses and increased costs [5]. - China's export structure is evolving, with significant growth in new sectors such as electric vehicles and lithium batteries, indicating resilience in the face of external pressures [5]. Group 3: Strategic Insights and Future Directions - Cooperation between major economies is essential for mutual prosperity, as emphasized by Chinese Foreign Minister Wang Yi, who advocates for collaboration over confrontation [7][9]. - The fluctuations in shipping prices serve as both a warning of challenges and an opportunity to reshape global trade rules [7]. - A stable shipping price curve will signify a return to rationality and cooperation in global trade dynamics [9].