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中国对美海运价坐“过山车”,最新数据止跌回升折射需求变化
Di Yi Cai Jing·2025-07-12 04:06

Group 1 - The overall market sentiment is cautious due to tariff impacts, with North American shipping capacity exceeding cargo volume [1][4] - The Shanghai Export Containerized Freight Index decreased by 1.7% to 1733.29 points, while shipping rates to the U.S. West and East coasts increased by 5.0% and 1.2% respectively [2][3] - After a continuous decline in freight rates since early June, there was a slight recovery in early July, indicating potential seasonal demand [3][5] Group 2 - Demand remains relatively stable as the peak shipping season approaches, with some shipping companies planning to raise rates after July 15 [4][5] - The recent decline in shipping volumes to the U.S. East Coast is attributed to the upcoming end of a 90-day transition period, leading to a decrease in demand [5][6] - Despite the challenges posed by U.S. tariff policies, overall import demand from Asia remains strong, with a 5.6% decline in imports from Asia, while imports from Vietnam and Indonesia increased significantly [7]