调查！关税风暴百日记：美线运价飙升再跳水，中国外贸企业“危”中寻机

Core Insights - The article discusses the impact of fluctuating U.S. tariffs and shipping rates on Chinese cross-border sellers and foreign trade factories, highlighting a significant restructuring in market strategies and supply chains [1][6][12] Shipping Rates Fluctuations - U.S. shipping rates have experienced dramatic changes, with the price for routes from China to the U.S. West Coast dropping over 60% compared to a month ago, reflecting a volatile market influenced by tariff policies [2][3] - The shipping price index for the U.S. East Coast decreased by 13.6% and for the West Coast by 24.3% in a recent week, indicating a broader trend of declining shipping costs [2][5] - The shipping rates peaked in early June, with the West Coast reaching $5,606 per FEU and the East Coast at $6,939 per FEU, but have since plummeted to around $1,400 per FEU, nearing the breakeven point for some shipping companies [3][4] Market Reactions and Adjustments - Many Chinese sellers and factories are adjusting their strategies in response to the tariff changes, with some opting to compress profit margins rather than raise prices, leading to a significant reduction in profit margins [1][7] - The initial panic among U.S. customers due to tariff announcements has subsided, with many orders returning to normal levels, but the overall demand remains uncertain due to high tariffs [6][8] - Companies are increasingly diversifying their markets, with some reducing their reliance on the U.S. market and exploring opportunities in Europe, Latin America, and other regions [8][12] Future Market Outlook - The traditional peak season for U.S. imports may not materialize this year, as many customers have already stocked up in anticipation of tariff changes, leading to a potential decline in shipping volumes [10][11] - The ongoing uncertainty in the U.S. market is prompting companies to seek new markets, with a notable increase in demand for shipping to Latin America and other emerging markets [12]