首批加征145%关税货物抵美，美国港口一片冷清！

Core Viewpoint - The impact of the U.S. government's excessive tariff policies is worsening, leading to job losses and a decline in port activity, particularly at the Port of Los Angeles, which has seen a 35% decrease in business volume compared to the previous year [4][10]. Group 1: Tariff Impact on Employment and Trade - The first batch of goods subject to a 145% tariff has arrived in the U.S., resulting in a noticeable decline in activity at the Port of Los Angeles, with workers facing unemployment risks [1][4]. - Approximately 80% of toys imported into the U.S. come from China, and Mattel anticipates a $270 million loss this year due to tariffs, necessitating price increases for some products [3]. - The tariff policy is directly linked to job losses, as stated by union members, indicating that the current situation is leading to a significant reduction in employment opportunities [6][8]. Group 2: Decline in Port Activity and Exports - The Port of Los Angeles has seen a 20% cancellation rate of incoming vessels for May, with a projected long-term decline in freight volume due to current tariff policies [10]. - Export volumes at various U.S. ports have significantly decreased, with Portland experiencing a 50.4% drop, Tacoma 27.7%, and Los Angeles 17.3% [12][13]. - A shipping company reported a 30% year-over-year decline in container volume since the tariff policy took effect, indicating uncertainty about the duration of this trend [15]. Group 3: Rise of Bonded Warehouses - In contrast to the declining port activity, the demand for bonded warehouses in the U.S. has surged as companies seek to circumvent tariffs by storing goods without immediate duty payments [16]. - Many importers are utilizing bonded warehouses to store products for up to five years, betting on a potential decrease in tariffs in the near future [16]. - The limited space in bonded warehouses is causing concern among importers, who are preparing for the worst-case scenario if tariffs do not decrease [16]. Group 4: EU's Response to U.S. Tariffs - The European Union is preparing to announce new countermeasures against U.S. tariffs if negotiations fail, with current U.S. tariffs affecting 70% of EU goods traded with the U.S. [17]. - The EU has already voted to implement a first round of countermeasures, proposing tariffs of up to 25% on a range of U.S. products, which may be enacted in July [17].