Core Viewpoint - The container shipping volume from mainland China to the U.S. has significantly decreased, with an 18% year-on-year drop in September, indicating a worsening trend compared to the 6% decline in August. This decline is attributed to uncertainties in tariff negotiations, leading some businesses to either expedite shipments or source products from countries outside of China [4]. Group 1: Container Shipping Volume Trends - The total container shipping volume from Asia to the U.S. in September was 1,696,044 TEUs, reflecting a 10% year-on-year decrease, marking the first decline below last year's figures in three months [2]. - The shipping volume from Southeast Asia and South Asia has shown continuous growth, with Vietnam's volume increasing by 19%, India by 2%, Malaysia by 86%, and Thailand experiencing a minimal decrease of 1% [4]. Group 2: Impact of Tariff Negotiations - The uncertainty surrounding U.S.-China tariff negotiations has led to a stagnation in cargo transport, particularly during the typical peak season for U.S. retailers from July to September [4]. - Retailers have completed their import preparations ahead of the tariff implementation, resulting in a forecasted 12% decrease in U.S. container imports for October and a 19% decrease for November, as stated by the National Retail Federation [5]. Group 3: Product Category Analysis - The largest decline in shipping volume was observed in the furniture category, which decreased by 9%. Other consumer-related products, such as toys and sporting goods, saw a 20% drop, while electronic products and automotive-related goods decreased by 18% and 16%, respectively [5].