Group 1 - The recent suspension of the 24% tariffs between China and the U.S. for 90 days is seen as a positive development for foreign trade enterprises, enhancing market stability and boosting confidence among businesses [1][3]. - In Jiangsu, a transformer company reported that over 50% of its orders are from the U.S., indicating a significant reliance on American markets [3]. - The volume of goods shipped to the U.S. from Suzhou remains stable, with a recent shipment weighing approximately 1.5 tons [5]. Group 2 - Shenzhen Yantian Port, a key hub for North American routes, handles over 25% of China's exports to the U.S. [6]. - The port has maintained a steady schedule of cargo ships to the U.S., with around 60 ships operating in August, averaging 6 ships per day [8]. - A cross-border logistics company near Yantian Port reported a busy warehouse, indicating continued shipping activity in light of the tariff suspension [9]. Group 3 - The A-share shipping and port sector has seen a strong performance, with stocks like Nanjing Port and China National Offshore Oil Corporation experiencing significant gains [10]. - Despite uncertainties in international trade, major ports in China have reported rapid growth in foreign trade container throughput, with over 40 out of 60 major ports showing positive growth in the first half of 2025 [10]. - China's imports and exports to over 190 countries and regions have increased, with emerging markets contributing significantly to this growth [10].
中美暂停24%关税 外贸企业信心增加 港口繁忙 市场表现积极