中美，大消息！暴涨277%！

Core Viewpoint - The implementation of mutual tariff adjustments between China and the U.S. has led to a significant surge in container bookings from China to the U.S., resulting in increased shipping rates and potential supply chain disruptions [1][2]. Group 1: Container Booking Surge - Container bookings from China to the U.S. have skyrocketed, with a 277% increase in the seven-day average bookings as of May 14, compared to the previous week [1][2]. - Shipping giant Hapag-Lloyd reported a 50% increase in container bookings from China to the U.S. in recent days [2]. Group 2: Impact on Shipping Rates - The shipping rates for the route from Shanghai to Los Angeles have surged, with Maersk's quote for a sailing on May 26 reaching $3,705 per FEU, a 96% increase from May 12 [1][5]. - The non-contract spot freight rate from Shanghai to Los Angeles rose by 16% to $3,136 per 40-foot container as of May 15 [3]. Group 3: Supply Chain and Capacity Issues - Experts predict that the surge in shipping volume will lead to a significant number of vessels arriving at U.S. West Coast ports, but they do not anticipate a crisis on the scale of the COVID-19 pandemic [3]. - Many factories are unable to fulfill new orders within 90 days, leading to cautious strategies among businesses due to uncertainties surrounding tariffs [4]. Group 4: Future Projections - The shipping industry anticipates that the "bottleneck" in U.S. shipping will persist until late July, with potential adjustments in capacity from European routes to meet U.S. demand [1][6]. - Shipping companies are beginning to shift capacity back to U.S. routes, but full recovery of capacity may take 1 to 2 weeks [6].