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深度丨中美互降关税后,直击外贸一线:企业抢发货,货代频“爆单”,港口货运高峰或下周出现
证券时报·2025-05-14 13:33

Core Viewpoint - The article highlights the positive impact of the "China-US Joint Statement" on foreign trade, leading to a surge in orders and shipping activities among Chinese exporters, particularly those exporting to the US [2][9]. Group 1: Impact of the China-US Joint Statement - The "China-US Joint Statement" was released on May 12, agreeing to significantly reduce bilateral tariff levels, which has led to a rush among foreign trade companies to fulfill backlogged orders within a 90-day buffer period [2][9]. - Companies are experiencing a revival in order volumes, with many US clients resuming shipments that were previously on hold due to tariff policies [10][11]. Group 2: Shipping and Port Activity - Shipping rates have increased significantly, with the price for shipping containers to the US West Coast reaching $6,000, up from approximately $2,500 before the announcement [12][13]. - Port activities are expected to peak in the coming weeks, with an increase in cargo truck volumes observed at key ports like Yantian Port, which handles over one-third of Guangdong's foreign trade [4][6]. Group 3: Order Fulfillment and Production - Companies are ramping up production to meet the renewed demand, with reports indicating a 20% increase in orders for some logistics providers [6][7]. - The logistics and shipping sectors are preparing for a significant increase in order fulfillment, with expectations of surpassing pre-tariff levels in the coming weeks [11][13].