中美海运价格“跳水”超60%

Core Viewpoint - The shipping prices between China and the US have significantly dropped despite the traditional peak season for shipping, indicating a shift in market dynamics and demand [2][3]. Group 1: Shipping Price Trends - As of July 4, the Shanghai Export Containerized Freight Index reported that shipping prices from China to the US West and East coasts were $2089/FEU and $4124/FEU, respectively, marking a decline of 63% and 41% from the June peaks of $5606/FEU and $6939/FEU [2]. - The Shanghai International Shipping Research Center's report indicated a significant increase in the container shipping industry's confidence index to 121.25 points in Q2, up 26.25 points from the previous quarter, but projected a decline to 108.99 points in Q3, entering a micro-economic zone [2]. Group 2: Market Demand and Order Trends - Following the completion of backlog orders in Q2, new orders have seen a cautious approach, with reduced demand from overseas clients and uncertainty regarding new tariff policies causing delays in order placements [3]. - Many foreign trade factories are adopting a conservative strategy towards the US market, with some actively seeking alternative markets to mitigate risks [4]. Group 3: Diversification and Market Expansion - Companies are increasingly diversifying their markets beyond the US, with adjustments in product design and marketing strategies to cater to local languages and preferences in emerging markets [4]. - Guangzhou Port has expanded its foreign trade container routes, adding 7 new routes in the first half of the year, resulting in a total of 179 routes and a significant increase in trade volume [5].