抢出口2.0缘何滞后？

Group 1: Export Performance - In May, China's exports grew by 4.8% year-on-year, with a month-on-month increase of 0.1%[7] - Exports to the U.S. saw a significant decline, with a year-on-year drop from -21% to -34.5%[7] - The high tariff impact of 145% continued until mid-May, with a reduction to 30% announced on May 12[7] Group 2: Tariff Impact - The average tariff on Chinese goods by the U.S. is approximately 42%, with about 40% of goods facing a 39.5% tariff[10] - Around 32% of goods are subjected to a 57% tariff, while the average tariff for other regions is about 12%[10] - The tariff reduction has not significantly boosted the "export rush 2.0" effect, indicating limited recovery in U.S. demand[20] Group 3: Shipping and Demand Trends - Shipping rates to the U.S. increased significantly, with the CCFI index for the West and East U.S. routes rising by 21% and 23% respectively by June 6[14] - Container ship numbers from China to the U.S. showed a slight improvement in early June, but remained below levels seen before April[14] - U.S. import demand has been declining since April, with a drop in import growth from 31.1% in March to 2.2% in April[19]