21世纪经济报道记者 高江虹 洛杉矶报道 识别集装箱港口的繁忙程度，看看码头上的桥吊是否在"低头"工作即可。桥吊降下来，便是在装卸货 物，没有工作时才会升起。所以港口忙碌时，桥吊一直处于"低头"状态，埋头工作。21世纪经济报道在 洛杉矶港和长滩港看到，两家港口各大码头上密密麻麻的桥吊，如今却是大多数处于升起来的状态，而 港口里也确实没有停靠几艘集装箱。 一位不愿具名的港口工作人员告诉21世纪经济报道，关税对洛杉矶港和长滩港的各个码头都产生了影 响，已经出现吞吐量下降和停航的情况。他表示，现在吞吐量较往常低了20-30%。港口方面原本期望 美国和其他国家能就关税问题进行谈判，让港口吞吐量能恢复正常，但目前还没有实现。这让码头的劳 动力群体以及相关公司的担忧，码头的一些投资计划也被迫搁置，等待并观察下一步的发展。码头工人 们则担忧这种影响会持续多久，会对他们的生活、就业产生多大影响。 据央视新闻报道，美国最繁忙的港口货运量正在急剧下降。长滩港的货运量较正常水平下降了 35%-40%。洛杉矶港本周货运量下降了31%。位于美国东海岸的纽约和泽西港也表示，其货运量也出现 下降趋势。而在5月7日，美国第二大集装箱港西雅图 ...

Group 1: Economic Impact of Tariffs - The Federal Reserve Board member Michael Barr warns that the tariff policy from the Trump administration may lead to a slowdown in U.S. economic growth and an increase in inflation later this year [1] - Barr believes that higher tariffs could disrupt global supply chains, causing persistent upward pressure on inflation and potentially increasing unemployment rates as economic growth slows [1] - The Seattle port officials report a significant drop in import volumes due to tariff policies, with no container ships currently docked, indicating a rare and concerning trend [2] Group 2: Challenges Faced by Small Businesses - Small business owners are severely impacted by high tariffs, with one owner revealing that his tariff bill exceeded the cost of the imported goods, paying $4,600 in tariffs on $3,000 worth of products [3][4] - Unlike large corporations, small businesses lack sufficient financial buffers to cope with high tariffs, facing challenges such as layoffs, reduced hiring, and potential closures [9] - Recent surveys indicate that nearly 80% of small business owners are worried about the impact of tariffs on their operations [11]

来源|每日经济新闻、央视新闻 美国政府滥施关税的影响正在持续恶化。 国际码头及仓储工会成员 迪科斯坦佐： 关税政策自然而然就会导致失业。 据美国媒体6日报道， 目前第一批装载被加征145%关税货物的轮船已经抵达美国。 但是，在美国加州的洛杉矶港，已经明显变得冷清。码头的工 人们正在面临失业的风险。 值得注意的是，美国总统特朗普却表示，关税会让美国富有，"我认为关税非常棒"。 特朗普近来频频号召普通美国家庭减少给孩子购买的娃娃数量，"也许孩子们会有两个娃娃，而不是30个。" 目前，美国大约八成的进口玩具产自中国。美泰公司预计，为弥补关税在今年年内造成的大约2.7亿美元损失，其在美国市场上销售的部分产品将不 得不涨价。 美媒记者： 我们只能眼睁睁看着人们失业吗？ 国际码头及仓储工会成员 迪科斯坦佐： 是的。 01 "关税政策根本就是在剥夺工作" 美国有线电视新闻网解说词： 现在美国最忙碌的港口变得不那么忙了。 洛杉矶港执行董事 吉恩·塞罗卡： 本周我们的业务量比去年同期下降了约35%。 这些货船是上个月对中国等国家征收关税以来，首批受影响的船 只。 洛杉矶港执行董事 吉恩·塞罗卡： 有些卡车司机上周还能每天运输4 ...

金十数据5月8日讯，美国4月份集装箱进口量激增，因为企业竞相避开特朗普的关税，但美国两个最繁 忙港口的高管表示，这一趋势似乎将在5月份发生逆转。供应链技术提供商Descartes周四表示，4月份集 装箱进口量同比增长9.1%，达到240万标准箱（TEU），创下当月第二高纪录。但洛杉矶港执行董事塞 洛卡（Gene Seroka）说，预计本周洛杉矶港的进口货物将同比下降35%。洛杉矶港是美国第一大海港综 合设施。塞洛卡补充说，由于需求疲软，大型货船运营商取消了预定的航行，5月份的船舶运输量可能 会下降约20%。长滩港首席执行长科德罗（Mario Cordero）预计，5月份的货运量将较上年同期下降 20%。Descartes公司表示，美国快速演变的贸易政策和美国贸易伙伴的报复措施，以及中东和东欧持续 的不稳定，都增加了全球供应链中断的风险。 美国港口高管发出警告：美国集装箱进口增长势头即将逆转 ...

美国政府关税政策"恶果"正在美最大、最繁忙集装箱港口洛杉矶港显现。洛杉矶港执行董事吉恩·塞罗 卡当地时间5月6日表示，本周港口货物量已下降约35%。国际码头与仓库工会成员萨尔·迪科斯坦佐直 言，当前形势下，南加州有90万名工人正面临工作机会不断流失的困境。全美范围内，与供应链相关行 业的900万人的命运取决于该港口正在发生的一切。 (央视财经) ...

Core Viewpoint - The impact of high tariffs imposed by the U.S. government is leading to a significant decline in container traffic at the Port of Los Angeles and the Port of Long Beach, which together account for 40% of the nation's total container volume [1][4]. Group 1: Container Traffic Decline - The Port of Los Angeles has seen about 20% of ships scheduled to arrive in May canceled, with cargo volumes down approximately 35% compared to the same period last year [2]. - The Port of Long Beach, which was the largest container port in the U.S. in Q1 2025, anticipates a decline in throughput by 35% to 40%, with only 3 ships arriving this week instead of the usual 17, representing a reduction of over 50% [3]. Group 2: Impact on Importers - U.S. importers are struggling to place orders for consumer goods such as furniture, toys, and clothing due to high tariffs and unpredictable tariff policies, leading to a significant drop in demand [4]. - Approximately 125,000 importers operate around the Port of Los Angeles, none holding more than 5% market share, and many are unable to afford the increased costs of imports, which have risen by 2.5 times [5]. Group 3: Consumer Effects - Many imported goods are currently stuck in China, and consumers are facing price increases; for example, a pair of tennis shoes priced at $175 could rise to about $350 due to tariff changes [6]. - American consumers are likely to experience shortages and high prices for essential goods, as many retailers have only one to two months' worth of inventory left [8]. Group 4: Broader Economic Impact - The reduction in container volumes will lead to decreased logistics and retail activity, potentially resulting in job losses and lower incomes across the supply chain [10]. - The high tariffs are causing a ripple effect throughout the U.S. economy, impacting not just ports but also the broader industrial landscape, as companies reliant on imported materials face production challenges [10].

Market Performance - The Hong Kong stock market experienced mixed results, with the Hang Seng Index rising by 0.13%, while the Hang Seng China Enterprises Index fell by 0.23%, and the Hang Seng Tech Index decreased by 0.75% [1] - Consumer sectors such as automotive dealers, sports goods, Hong Kong retail, luxury goods, and holiday concepts showed positive performance, with notable gains in stocks like Zhongsheng Holdings (00881.HK) up 4.8%, Anta Sports (02020.HK) up 1.86%, and Prada (01913.HK) up 4.41% [1] Monetary Policy Impact - The People's Bank of China announced a reduction in the reserve requirement ratio for automotive finance and financial leasing companies from 5% to 0%, alongside a 500 billion yuan initiative to support consumption and elderly care through low-cost funding [1] - A 0.5 percentage point cut in the reserve requirement ratio was also announced, providing approximately 1 trillion yuan in long-term liquidity to the market, which is expected to improve market liquidity and boost investor confidence [1] Sector Performance - Coal stocks saw significant gains, with Nanshan Resources (01229.HK) rising by 13.46% and China Shenhua (01088.HK) increasing by 1.53% [2] - Port transportation stocks performed well, with Pacific Basin Shipping (02343.HK) up 3.49% and Orient Overseas International (00316.HK) up 1.53% [2] - Oil and gas stocks were active, with China Petroleum (00857.HK) rising by 2.2% and China National Offshore Oil (00883.HK) also seeing gains [2] Declining Sectors - Pharmaceutical stocks continued to decline, with notable drops in BeiGene (06160.HK) down 7.96% and WuXi Biologics (02269.HK) down 6.67% [3] - Robotics and chip sectors also faced declines, with companies like AAC Technologies (01415.HK) down 5.98% and Xiaomi Group (01810.HK) down 2.81% [3] - Other sectors such as cosmetics, tobacco, dairy, and food also saw weakness, with Mengniu Dairy (02319.HK) down 3.6% and Vitasoy International (00345.HK) down 2.85% [3]

Core Insights - Yantai Port experienced a significant increase in passenger traffic during the "May Day" holiday, with 114,000 passengers transported, representing a 23% year-on-year growth [1] - The port's roll-on/roll-off vehicle transport reached 16,700 units, with a peak of 15,000 passengers on May 4, marking the highest daily passenger volume of the year [1] Group 1 - The passenger transport company at Yantai Port established a robust capacity assurance network in anticipation of the surge in passenger flow, utilizing 16 roll-on/roll-off vessels to balance transportation demand [3] - The implementation of smart gate systems and electronic tickets facilitated a seamless travel experience, allowing for instant verification of passenger identities [3] - A dedicated "vehicle nanny" service was introduced to provide real-time optimal route guidance and assistance with vehicle boarding, significantly reducing boarding times [3] Group 2 - The company emphasized warm customer service during the holiday, with volunteers assisting passengers in various capacities, including helping locate lost luggage and providing wheelchairs for those in need [3] - A total of over 200 acts of kindness were reported during the holiday, along with formal recognitions such as a commendation from the municipal hotline and a handwritten thank-you letter [3] - Safety measures were prioritized, with a 24-hour collaborative security framework established with local police, ensuring constant vigilance over the port area [4] - The company achieved a 100% security check rate through a combination of intelligent and manual inspection methods [4]

港股港口运输股震荡上升，中远海能(01138.HK)涨超10%，辽港股份(02880.HK)涨超3%，招商局港口 (00144.HK)、秦港股份(03369.HK)均涨1.5%。 ...

港口集装箱吞吐量快速增长。一季度，完成港口货物吞吐量42.2亿吨，同比增长3.2%。完成港口集装箱 吞吐量8303万标箱，同比增长8.2%，其中外贸航线同比增长11.5%。 一季度，完成跨区域人员流动量173.9亿人次，同比增长4.0%。其中，铁路、民航客运量同比分别增长 5.9%和4.9%；公路人员流动量完成160.7亿人次，同比增长3.9%。 河北沧州市，全长288公里的堤顶路依运河而建，串起沿线364个和美乡村，成为人们观光、休闲的好去 处。 新疆新源县，蜿蜒的盘龙谷道穿越草原、雪山、松林、灌木，不仅是牧民转场的快速通道，更成为聚拢 人气的"绿海大道"。 "今年，我们将多措并举、持续发力，加快完善现代化农村交通运输体系。"交通运输部公路局副局长陶 汉祥介绍。 以一批重大工程作牵引，我国交通投资保持高位运行。一季度，完成交通固定资产投资6752亿元，铁 路、水路投资保持较快增长，同比分别增长5.2%和10.2%。 在建一批、新开一批、储备一批，为积极扩大交通运输有效投资，一批交通重大工程项目已完成年度布 局。今年2月，交通运输部编制印发《加快建设交通强国重大工程和重大项目（2025年版）》，国家综 合立体 ...