中国发往美国的集装箱运量2025年减少8.8%

Core Viewpoint - The article highlights a significant decline in container shipments from China to the United States, driven by escalating trade tensions and changing shipping patterns, with Southeast Asian countries like Vietnam experiencing growth in their shipping volumes [2][4][6]. Group 1: Container Shipping Trends - In 2025, container shipments from Asia to the U.S. decreased by 0.6% year-on-year, totaling 19.284 million TEUs [4]. - Shipments from China, which account for over half of the total, fell by 8.8% compared to the previous year [4][6]. - The share of Chinese shipments in the total from Asia to the U.S. dropped to 52.5%, a decrease of 4.7 percentage points from the previous year [6]. Group 2: Regional Performance - Southeast Asia saw an increase in shipping volumes, with Vietnam's shipments rising by 33%, surpassing South Korea to become the second-largest exporter in Asia [6][7]. - Thailand and Malaysia also reported growth in shipments, with increases of 12% and 57%, respectively [6]. Group 3: Impact of Trade Policies - The slowdown in shipments began after the announcement of large-scale reciprocal tariffs by the U.S. in April 2023, with a temporary recovery in May when tariffs were briefly lowered [6]. - However, this recovery was short-lived, leading to a decline in shipments for four consecutive months from September to December, with double-digit negative growth [6]. Group 4: Future Outlook - The demand for Southeast Asian shipping is expected to continue growing as the U.S. shifts its procurement sources away from China [7]. - The overall global container shipping volume is projected to exceed the previous year, with a 5% year-on-year increase reported from January to November 2025 [8]. - Despite the decline in shipments to the U.S., there has been an increase in logistics to Europe, Asia, and Africa [8].