宏观纵览 | 运价波动叠加合规压力，企业出海从“抢单”转向“控险”

Group 1 - The main shipping index (European line) futures contract reached a new high of 1798 points, marking a 9-month peak, but subsequently experienced fluctuations and fell to 1631 points as of November 14 [1] - The Drewry World Container Index reported a 5% decline to $1859/FEU as of November 13, marking the first drop after four consecutive weeks of increase, although prices remain high overall for the year [1] - Factors such as frequent geopolitical conflicts and recurring port congestion have led to increased volatility in shipping rates, necessitating companies to establish dynamic cost management mechanisms [1] Group 2 - Chinese companies' overseas strategies are shifting from merely seeking orders and market share to focusing on profit distribution, tax burden control, and capital structure optimization [2] - Differences in tax regulations across countries can lead to unexpectedly high tax burdens for companies, with potential tax rates of 25%-35% if initial equity structures are poorly designed [2] - Compliance has become a core competitive advantage for companies going abroad, with a recommendation for thorough planning during the initial investment phase to avoid regulatory issues [2]