关税政策引发“抢运潮” 美国洛杉矶港6月吞吐量创历史新高

Group 1 - The Port of Los Angeles experienced its busiest month in 117 years, handling 892,340 TEUs in June, an increase of approximately 8% year-over-year, attributed to the "tariff whipsaw effect" as companies rushed to import goods before new tariffs took effect [1][2] - The surge in cargo volume coincided with President Trump's announcement to reduce tariffs on Chinese products from 145% to 45%, leading to a temporary increase in orders from U.S. manufacturers [2] - Despite the record data, the port's executive director cautioned that this should not be seen as explosive growth but rather a result of timing changes, with significant declines in imports observed in May and early June [2] Group 2 - The National Retail Federation predicts a double-digit year-over-year decline in cargo throughput at U.S. ports from August to November, as uncertainty remains regarding future tariff adjustments [2] - Companies are facing increased costs due to tariffs, with significant price hikes reported for imported goods, such as kitchen appliances, which have seen container shipping costs rise from $1,500-$2,000 to $40,000-$50,000 [2] - The logistics industry is adapting to changes in global supply chains, with companies restructuring transportation routes and facing challenges in meeting shipping timelines due to the lengthy nature of sea freight [3][5]