Group 1 - The 90-day tariff suspension has led U.S. companies to stockpile goods for Black Friday and Christmas, creating a demand "tug-of-war" for ports and shipping companies [1] - Following the announcement of tariff increases by Trump in April, container ship orders from China to the U.S. have sharply declined, putting significant pressure on port throughput capacity due to a rapid increase in import volumes [1] - U.S. retailers typically arrange imports for Black Friday and Christmas between July and mid-October, but the tariff suspension agreement expiring on August 10 is prompting early orders from importers [1] Group 2 - Economists predict that despite a trade agreement, U.S. economic growth will be significantly lower this year due to rising price pressures and severe policy uncertainty [2] - Freightos indicates that the current 30% tariff level is likely to encourage shippers to load containers early to prepare for potential tariff increases in August, which will stress freight rates and port throughput capacity [2] - Freightos forecasts that shipping costs will remain lower than last year's peak season rates, with costs for a 40-foot container to the U.S. West Coast at $8,000 and to the East Coast at over $9,800, due to fleet expansion and increased competition among new shipping alliances [2]

Core Viewpoint - The article highlights the experiences and challenges faced by female truck drivers in the logistics industry, emphasizing the growing presence of women in a traditionally male-dominated field and the societal biases they encounter. Group 1: Female Truck Drivers' Experiences - The article recounts various experiences of women during their moving and driving jobs, illustrating feelings of discomfort and fear when interacting with male drivers or workers [1][2][3]. - A female truck driver, Xiaomi, shares her journey from being a yoga instructor to becoming a truck driver, highlighting the challenges and societal perceptions she faces in her new role [6][7][8]. - The report indicates that as of 2024, only 0.97% of truck drivers in China are women, although this number increases to 2.63% among those with less than two years of experience [8]. Group 2: Gender Dynamics in the Industry - The article discusses the increasing number of female truck drivers, with a report showing that over 14,000 new female drivers joined the platform in 2023, marking a 94% year-on-year growth [14]. - It notes that 22% of female drivers were full-time housewives before entering the profession, and 46% chose this job for the flexibility it offers to care for their children [16]. - The societal perception of women in physically demanding jobs is challenged, as the article argues that gender should not dictate job suitability [13]. Group 3: Challenges Faced by Female Drivers - Female drivers face unique challenges, including physical limitations compared to male counterparts, which can affect their job opportunities and competitiveness [24]. - The article highlights the difficulties female drivers encounter regarding basic needs, such as restroom access, which is a significant concern for 30% of female drivers [36]. - It also discusses the emotional and physical toll of the job, including the need to endure discomfort during menstruation and the pressure to maintain a certain image in a male-dominated field [39][40]. Group 4: Societal Bias and Safety Concerns - The article addresses the biases female drivers face, including skepticism about their abilities and the prevalence of derogatory comments from male clients [46][48]. - It emphasizes the safety concerns for female drivers, particularly when working alone at night or in unfamiliar areas, which can lead to feelings of vulnerability [60][64]. - The article concludes that while the presence of female drivers is increasing, long-standing gender biases and safety issues still need to be addressed for a more equitable work environment [68].

《中国民航报》、中国民航网 记者路泞 报道：5月13日，装载2.5吨高原牛羊肉的香港航 HX2503 次航 班从西宁曹家堡国际机场出发，青海特色农产品的航班标志着西宁机场香港航线实现批量货物发运新突 破，青海高原牛羊肉航空出口由此迈入批量化、常态化的阶段。 现代物流体系中，航空货运以其无可比拟的时效性与安全性，成为高端生鲜农产品走向国际市场的"黄 金通道"，此次突破正是航空货运优势的生动体现。据行业数据显示，航空货运的运输时间通常仅为公 路运输的1/5 - 1/3，生鲜产品损耗率可降低40%以上 ，对于保质期短、对运输条件要求苛刻的高原牛羊 肉来说至关重要。 回溯今年2月，青海省代表团赴香港考察交流，为青港合作注入新活力，推动合作向全方位、多领域、 深层次拓展升级，为青海高原农特产品迈向国际化推广开辟了新路径。 实际推进中，航空物流青海分公司积极协调机场海关和香港航空等单位，形成紧密协作的工作链条。通 过申请航司运价、舱位和载量，降低运输成本、保障运输资源；协助客户办理出口手续和资料，解决企 业在跨境运输中的繁琐难题，为确保货物高效、便捷输出奠定了良好基础。相较于其他运输方式，航空 货运的安全性与稳定性优势在 ...

按照目前的反馈，大部分因关税暂停的货品都在准备重启出 货，但一部分也需要与客户重新确认细节。 作者： 张锐 封图：图虫创意 中美贸易正在重新"活跃"起来。 "一部分客户立刻恢复了生产、出货，一部分还在观望，需要谈新的价格。"5月14日上午，鸿利达 控股有限公司首席商务官蔡铭峰对经济观察报记者说。 同日，广东微电新能源有限公司董事长陈志勇亦向经济观察报记者表示，自今年4月以来美国大幅 对华加征关税，公司暂停了出口美国的合作订单。"现在可以重启了。"他说，当下第一步是清理库 存。 鸿利达控股有限公司是一家港资公司，其下属鸿利达模具（深圳）有限公司（下称"鸿利达深圳"） 是一家成立至今约20年，主要生产和销售模具、塑胶制品的企业。 5月14日，蔡铭峰告诉经济观察报记者，按照目前中美新的关税政策，该公司出口至美国的产品依 然需要叠加30%关税（芬太尼关税20%+10%对等关税），并且由美国客户方面支付。 "现在30%的关税，对某些客户的影响还是不少。"蔡铭峰表示，当前较为积极推动恢复合作的美国 客户主要是两类，一类是库存见底、急需补货，愿意支付现有关税费用的企业，另一类则是库存还 有缓冲期，决定先恢复生产订单但暂时不 ...

智通财经5月14日电，据报道，在中美经贸会谈达成的90天窗口期里，美国进口商们盼望上游能尽快发 货，预计中美之间一轮贸易激增即将出现。"美媒CNBC网站12日援引ITS物流公司全球供应链副总裁保 罗·布雷谢尔的话说，"我有一些客户在中国预装了成千上万个集装箱，随时准备发货。"预计在接下来 的四到六周内将出现一波中美货运激增。美国物流货运代理企业飞协博创始人瑞安·彼得森13日在社交 平台上写道，"在中美经贸会谈联合声明发布的第一天，我们从中国的海运预定量就增长了35%。大量 之前积压的订单正在快速出现，舱位很快就会被定满，准备迎接一波海运高峰吧。" 美国物流公司高管预计中美货运将激增 ...

Core Viewpoint - The recent U.S.-China trade negotiations have led to the cancellation of some tariffs, which is expected to revitalize the logistics market, particularly for freight forwarders involved in U.S. routes [1][2][17]. Group 1: Market Impact - Orders for logistics services have surged to more than double the pre-trade war daily average following the announcement of tariff cancellations [1]. - The logistics industry faced a significant downturn in April, with a drastic drop in cargo volumes due to high tariffs, leading to many freight forwarders experiencing severe financial strain [1][3][5]. - Shipping rates fluctuated significantly around the tariff implementation date, with rates dropping sharply after April 9, indicating a direct correlation between tariff policies and shipping demand [4][5]. Group 2: Trade Dynamics - The introduction of "transshipment trade" has increased as companies seek to navigate high tariffs, although regulatory scrutiny has intensified, making this option less viable [1][9][11]. - The U.S. is heavily reliant on Chinese imports, with China accounting for 65% of U.S. apparel imports and 52% of footwear imports, indicating the potential for significant supply chain disruptions due to tariff policies [6]. - The World Trade Organization (WTO) has predicted that the trade tensions could lead to an 80% reduction in trade volume between the U.S. and China [5]. Group 3: Future Opportunities - The recent tariff negotiations have created a sense of optimism among freight forwarders, who are now looking for new opportunities in the market as demand is expected to rebound [2][17]. - Companies are increasingly focusing on global supply chain strategies, with many considering relocating production to Southeast Asia to mitigate tariff impacts [13][14]. - The logistics sector is anticipated to undergo a reshuffling, with successful adaptation to the new trade environment potentially leading to growth opportunities for agile companies [14][19].

根据协议，美国政府将自4月2日起对中国产品的平均关税下调至30%，而中国对美国产品的平均关税也 削减至10%。尽管双方仍未完全解决贸易争端，这一暂时性的缓和举措已刺激了股市暴涨、避险资产回 落。周一，美股三大指数上扬，纳斯达克综合指数大涨4.4%。与此同时，黄金等避险资产价格大跌， 黄金期货下挫逾3%。 根据彭博社数据，截至本周一，从中国驶往美国的货船数量已从4月26日的41艘增加到51艘，呈现回暖 迹象。今年3月曾出现货运激增高峰，但在高关税互征背景下随即回落。 智通财经APP获悉，随着中美达成暂时缓和的贸易协议，为期90天的关税暂停拉开帷幕，跨太平洋货运 正迎来新一轮激增。企业争分夺秒抢在可能重新上调关税之前，尽快将商品运往对岸，类似于今年一季 度的"抢运潮"正在重新上演。 不过，这一反弹是否能快速转换为港口吞吐能力，还取决于多种因素，包括货船与集装箱的调度和分 布；仓储空间的可用性；企业在当前关税环境下的库存策略。 Jacob指出，部分原本用于加州航线的船只已被调往欧洲、东南亚或拉美，运力回归面临挑战。 他坦言："我们知道货运潮会回来，但我们不知道规模有多大、速度有多快、影响有多广……唯一能确 定的是， ...

哪怕年度净亏损达17亿元的微盟集团，都在今年一季度迎来基金重仓，考虑到微盟集团的核心AI营销 广告业务与内需消费紧密相关，这在相当程度上意味着重仓微盟集团的基金经理将该股视作分享内需消 费复苏的指标性股票。 尽管公募QDII基金在港股和美股的选股极为苛刻，但随着市场流动性出现重大变化以及中国资产价格 在全球的上涨趋势，QDII基金对新覆盖的品种的盈利与估值门槛有所降低，这可能反映出市场风险偏 好正在逐步提升。 QDII选股估值容忍度提升 在基金重仓股泡泡玛特火爆资本市场之后，对标乐高、泡泡玛特的儿童积木第一股布鲁可，也开始进入 基金经理的投资视野。在尚未进入港股通名单的背景下，布鲁可在今年一季度被QDII基金提前锁定， 华安基金旗下多只QDII基金买入该股，其中华安大中华基金在今年3月末将布鲁可列为第五大重仓股。 尽管缺乏港股通渠道的南向资金支持，但是QDII基金的重仓布局使得布鲁可的股价在最近5个月内上涨 超过110%。值得一提的是，布鲁可2024年归母净利润为亏损4.01亿元。 在AI科技赛道上，许多基金公司也更倾向于挖掘与新经济、内需消费相关的品种。比如，易方达基金 则布局了无人售货机赛道的趣致集团，趣 ...

Core Viewpoint - The establishment of a new air cargo route from Urumqi to Belgrade enhances trade logistics between China and Serbia, facilitating a significant increase in trade volume and efficiency [1] Group 1: Trade and Economic Impact - The newly opened air cargo route is expected to support a trade volume of 7 billion euros between China and Serbia by 2024 [1] - Belgrade is identified as a crucial transportation hub and trade transit point in East Asia and Europe, which will further strengthen economic ties [1] Group 2: Logistics and Efficiency - The air freight route reduces transportation time for goods between China and Serbia, leading to lower logistics costs and improved transportation efficiency [1] - The route also extends its influence to Serbia and surrounding trade markets, enhancing regional trade connectivity [1]