对美海运“爆舱”！

Core Viewpoint - The significant reduction in tariffs on Chinese goods by the U.S. has led to a surge in demand for shipping services, particularly to the U.S., as companies rush to clear backlogged inventory and fulfill orders [1][2]. Group 1: Tariff Impact and Shipping Demand - On May 12, the U.S. announced the cancellation of 91% of tariffs on Chinese goods, prompting a rush in shipping bookings from Chinese exporters [1]. - Companies are experiencing a 3-4 times increase in booking and consultation volumes, indicating a strong demand surge [1]. - The reduction in tariffs is expected to lead to a high shipping demand period from June to September, coinciding with traditional peak shipping seasons to the U.S. [5]. Group 2: Inventory and Export Dynamics - Many exporters are focused on clearing inventory that was delayed due to high tariffs, with some companies reporting that U.S. orders have resumed [2]. - In April, China's exports to the U.S. fell by 21%, while exports to non-U.S. regions grew by 13%, highlighting the impact of tariffs on trade dynamics [3]. - The need to clear backlogged goods is driving immediate shipping actions, with companies actively seeking shipping slots [2]. Group 3: Shipping Capacity and Pricing - Shipping companies have reduced capacity to the U.S. by 50% due to the tariff situation, which is expected to exacerbate supply shortages in the coming months [5]. - The Shanghai Containerized Freight Index has shown a slight increase in shipping rates, with rates to the U.S. West and East coasts rising to $2,347 and $3,335 per FEU, respectively [5]. - As demand increases, shipping rates are anticipated to rise further, especially after May 15, as companies prepare for a potential surge in orders [7]. Group 4: Overseas Warehouse Demand - The demand for overseas warehouses has been growing steadily, even during high tariff periods, as companies seek to manage inventory more effectively [9]. - Smaller items have been less affected by tariffs due to lower import values, while larger items are expected to see a recovery in demand following tariff reductions [10]. - The overall expectation is that maintaining reasonable tariff levels will support long-term strategies for market diversification and brand enhancement [11].