美国11月集装箱进口量下降

Core Viewpoint - The report highlights a significant decline in U.S. container imports in November, indicating weak freight demand and cautious attitudes among importers [1] Group 1: Import Data - U.S. container imports in November decreased by 7.8% year-on-year [1] - The total import volume for the first eleven months of 2025 is only 0.1% higher than the same period in 2024, a stark contrast to nearly 10% growth earlier this year [1] Group 2: Trade Policy Impact - The erratic imposition of tariffs by the Trump administration on major trading partners, including Mexico and Canada, has disrupted global trade [1] - There is significant uncertainty regarding how trade policies will evolve by 2026 [1] Group 3: Retail Inventory - The National Retail Federation (NRF) indicates that retail inventories are currently sufficient, and preparations for the holiday shopping season are in place [1]