2025.05. 13 本文字数：2317，阅读时长大约4分钟 作者 | 第一财经 缪琦 "爆舱，一个下午各家船公司都宣布爆舱。" 5月12日晚，东南物流（越南）上海分公司总经理刘祁峰告诉第一财经，当天的订舱和咨询量就已是 近期的3～4倍。 面对美国的高关税，杜传奎他们在以中国为主要生产基地的基础上，加大了对于柬埔寨工厂的投入， 也因为这样的国际化产能布局增强了韧性。 5月12日，中美发表日内瓦经贸会谈联合声明。美方取消4月对中国商品加征的共计91%的关税，修 改对中国商品加征34%的"对等关税"，其中24%的关税暂停加征90天，保留剩余10%的关税。 关税的大幅下降，让大量中国外贸人开启了紧急订舱行动，抓紧联系美国客户支付尾款，把4月延迟 发出的货尽快运出。 此外，对美航线迅速"爆舱"并将大概率持续火爆数月，还因为本就存在的需求旺季和美国航线供应的 临时调整。 当务之急是"去库存" "明天赶紧让客户转钱出货！""会不会订不到柜？"12日晚上，一名外贸人在得知关税下降第一时间冒 出的两个想法颇为典型。他的欣喜又急迫的心情，既为了完成订单，也因为4月因高关税而积压的货 物着实占用了不少空间。 作为沃尔玛的供应商 ...

Group 1 - The significant reduction in bilateral tariffs aligns with the expectations of producers and consumers in both countries, as well as the interests of the global community [7] - On May 12, the U.S. announced the cancellation of 91% of tariffs imposed on Chinese goods in April, and modified the 34% "reciprocal tariffs," with 24% of the tariffs suspended for 90 days [1][2] - Following the tariff reduction, there was a surge in booking and consultation volume for shipping, with some companies reporting a 3-4 times increase in activity [1] Group 2 - The urgent need for "inventory clearance" was highlighted, as many exporters rushed to ship goods that had been delayed due to high tariffs [2] - Companies like Shuangma Plastics reported a resumption of orders from U.S. clients, with approximately 30% of their exports directed to the U.S., of which over 20% had been hindered by high tariffs [2] - The demand for shipping to the U.S. is expected to remain high due to the traditional peak season from June to September, compounded by the backlog of goods from April [4] Group 3 - The supply-demand imbalance is exacerbated by international shipping companies reducing capacity on U.S. routes to maintain freight rates, leading to a 50% reduction in market capacity for U.S. shipments [4][5] - The Shanghai Export Container Transport Market Index showed a slight increase in freight rates, with rates to the U.S. West and East coasts rising to $2,347 and $3,335 per FEU, respectively [4] Group 4 - The demand for overseas warehouses has been growing steadily, with stable inventory levels for small items even during high tariffs, indicating resilience in the market [6] - The expectation is that long-term tariff levels will remain reasonable, prompting companies to diversify markets and enhance brand value [7]