中美关税休战第一周，外贸人从惊魂未定到订单爆火

Core Viewpoint - The article discusses the recent changes in U.S.-China trade relations, particularly the temporary suspension of certain tariffs, which has led to a surge in demand for shipping and logistics services as businesses rush to take advantage of the 90-day window to clear inventory and fulfill orders [5][10]. Group 1: Trade Policy Changes - On May 12, a phase agreement was reached regarding tariffs, with the U.S. suspending 24% tariffs on Chinese goods for 90 days while retaining a 10% tariff [5]. - The average booking volume for container shipments from China to the U.S. surged by 277% from May 5 to May 14, indicating a significant increase in shipping demand [6]. Group 2: Business Reactions - Many businesses are utilizing the 90-day tariff suspension to expedite shipments and manage previously accumulated inventory due to high tariffs [5][11]. - Some factories are operating around the clock to mitigate risks and respond to potential future uncertainties, while cross-border e-commerce sellers are more cautious and observing market changes [8][9]. Group 3: Impact on Cross-Border E-commerce - The article highlights a shift towards global procurement and localized delivery in cross-border e-commerce, with sellers needing to manage local warehousing and logistics [18][19]. - Companies with established overseas warehouses are better positioned to handle the current market dynamics, as they can maintain inventory and continue regular shipments [20]. Group 4: Future Trends in Warehousing - Overseas warehouses are becoming essential for cross-border businesses, with increased competition and rising rental costs expected in the U.S. market [21]. - Many overseas warehouse providers are expanding their services beyond traditional storage to include product repair, bonded services, and localized production [23]. Group 5: Strategic Considerations - Businesses are preparing for the possibility of tariffs returning to previous levels, with the current 90-day suspension only addressing a portion of the tariffs [24]. - Maintaining strategic focus is crucial, as the implications of decoupling from trade relations are significant for both the U.S. and China [25].