关税风暴无力撼动美国长滩港繁荣 2025年集装箱吞吐量创新高

Group 1: Trade Performance in 2025 - The Port of Long Beach achieved a record throughput of 9.9 million container units in 2025, marking its busiest year ever, driven by importers stockpiling ahead of new tariff policies [1] - The Port of Los Angeles processed 10.2 million units, its third-highest container record, and maintained its position as the busiest port in the U.S. for 23 consecutive years [2] - U.S. import volumes surged at the beginning of 2025 due to companies rushing to bring goods into the country before new tariffs took effect, although imports later declined but did not fall below 2024 levels [1] Group 2: Changes in Trade Dynamics - The share of goods linked to China at the ports decreased from 70% to 60% over six years, with increased shipments from Vietnam, Thailand, and other Southeast Asian countries [2] - The U.S. tariff rates stabilized in late 2025 as the Trump administration rolled back some of the most stringent tariffs, but uncertainty regarding future trade policies remains significant [2][3] Group 3: Predictions for 2026 - The Port of Long Beach is expected to rank among the top five years for cargo throughput in 2026, despite anticipated challenges in global trade stability and growth [3] - Trade experts predict potential trade turmoil in 2026, including a review of the USMCA and ongoing impacts of tariff policies on global supply chains [3] - The Supreme Court's decisions regarding tariff policies could have significant implications for U.S. importers and the overall trade landscape [3] Group 4: Shipping Industry Impacts - The shipping industry may face significant disruptions in 2026, with a potential return to using the Red Sea route, which could lead to increased capacity but also port congestion in Europe [4][5] - Demand-driven challenges may arise if the U.S. economy accelerates, potentially overwhelming the shipping industry's capacity to respond [5] - Recent trade agreements, while significant, lack traditional enforcement mechanisms and may lead to concerns about their sustainability, particularly regarding relations with China [5]