90天的"休战"，为原本积压在仓库里的大量库存、美国采购商迟迟不敢落下的新订单提供了一个出口。 这边"抢出货"，另一边的船公司也忙不迭发涨价通知，尤其最近一两周的美线舱位基本已经全线排满。 21世纪经济报道记者赖镇桃 广州报道 "这几天的货量就像洪水突然放出来了，采购商在恐慌性囤货，运力短时间跟不上，现在的航运市场有 点像回到了2021年疫情那会。"货代行业的上海金色物流有限公司总经理林金堂向21世纪经济报道记者 形容。 从美国采购商、中国外贸企业到物流公司，全都在和时间赛跑。 据新华社报道，5月12日，《中美日内瓦经贸会谈联合声明》（以下简称"联合声明"）发布。按照双方 达成的共识，美方取消其中共计91%的加征关税，暂停实施24%的"对等关税"90天，保留剩余10%的关 税。中方也相应取消和暂停了部分反制关税。 不过，在几位受访的货代人士看来，运价疯涨、一舱难求的局面或只能持续一段时间，长远来看，特朗 普政府的关税政策将会打压对美出货量，海运市场重回平淡在所难免。 港口本周迎战出货大潮 林金堂是美线货代的一线从业者，见证了这段时间出口订单的大起大落。"美国宣布所谓'对等关 税'后，货量萎缩了30%～40%左 ...

期货热点追踪 全球散货运费一季度大幅下跌，印度煤炭+巴西大豆有望成救市推手？全球散货海运市场能否在二季度 逆转跌势？ 相关链接 ...

Group 1 - The shipping stocks are experiencing significant gains, with Pacific Shipping up 8.33% to HKD 1.95, and other companies like Seaspan International and Orient Overseas also showing notable increases [1] - Recent high-level trade talks between China and the US have led to substantial progress, with the US canceling 91% of additional tariffs and China reciprocating with the same percentage of counter-tariffs [1] - The upcoming peak season for container shipments on trans-Pacific routes is expected to drive demand, as US supply chain inventory needs are anticipated to increase, leading to a surge in bookings from US buyers for imports from China [1] Group 2 - The surge in cargo volume on the US routes is attributed to a combination of factors, including seasonal increases, urgent shipments due to future concerns, and overall US restocking demands, resulting in a tight supply-demand situation [2] - The pressure on European routes is easing, with marginal recovery in economic demand and expectations of a peak season returning [2]