6月亚洲赴美集装箱运量降9%，中国出发降24%

Core Insights - The volume of shipments departing from China has decreased by 24% year-on-year, while Southeast Asian countries such as Vietnam, Thailand, and Malaysia have seen significant increases in shipping volumes, with growth rates of 57%, 22%, and 96% respectively [1] - The overall shipping volume from Asia to the United States has dropped by 9% in June, totaling 1,540,998 TEUs (twenty-foot equivalent units) [1] - The decline in shipments from China is attributed to the high tariff policies implemented by the Trump administration, leading to a sustained decrease in shipping volumes for two consecutive months [1] - In contrast, Japan's shipping volume has decreased by 14% [1] Product Category Analysis - Among the top 10 product categories, 7 have experienced a year-on-year decline in shipping volumes, including furniture (-12%), plastics (-5%), machinery (-15%), automotive-related products (-22%), and steel products (-12%) [1] - Conversely, rubber products (tires) have increased by 14%, while clothing and footwear have seen growth rates of 6% and 1% respectively [2] Trade Relations Impact - Following the reduction of additional tariffs between the U.S. and China on May 14, there has been a slight recovery in shipping volumes from China, although they have not yet reached the levels of the previous year [2] - Many industry experts believe that the shipping volumes from China have failed to maintain the momentum gained after the U.S.-China agreement [2]