5 月 12 日，中美发布日内瓦经贸会谈联合声明，宣布同步调整对对方商品加征的关税措施。政策落地 后，中国输美海运集装箱订单量激增近 300% ，中国出口企业忙得热火朝天，美国进口商疯狂 "囤货"。 可这边厢中国订单呈井喷式增长，那边厢中国市场却没掀起大量采购美国商品的热潮，这让特朗普着实 有些无奈。 先看中国输美订单暴增这一情况。贸易追踪机构 Vizion 数据显示，截至 5 月 14 日的七天，从中国到美 国的集装箱运输预订量飙升 277%，达到 21530 个标准集装箱，相比此前的 5709 个，近乎涨了 3 倍。 浙江义乌作为 "世界小商品城"，感受尤为明显。美国客户纷纷催促发货，当地商户订单接到手软。有 从事工艺品生产的商家表示，此前因关税滞留的货物，早已转销其他市场，如今美国市场大门再度敞 开，订单量迅速回升。还有无缝内衣生产企业，关税政策调整后，美国老客户直接下单 30 万双袜子， 企业开足马力生产。 特朗普（资料图） 不仅如此，美线航运也迎来反弹，多家货代公司表示，5 月底发货的船只舱位接近满舱，部分船公司还 上调了运价。这一系列现象表明，中美关税大幅下调后，美国市场对中国商品的需求瞬间被点燃 ...

Core Viewpoint - The resumption of Sino-US trade has led to significant changes in Yiwu's export industry, with increased orders and a positive market sentiment despite ongoing trade risks [1] Group 1: Trade Dynamics - Following the latest tariffs from Sino-US trade negotiations, trade activities have resumed, leading to a surge in logistics and manufacturing in Yiwu [1] - Yiwu's market sentiment index has shown steady growth, increasing from 1414.33 points at the beginning of the year to 1424.95 points, with a 2% year-on-year growth even in April when high tariffs were imposed [1] Group 2: Market Sentiment - Merchants in Yiwu express cautious optimism, acknowledging the ongoing risks and challenges posed by Sino-US trade fluctuations [1] - There is a strong emphasis on diversifying market expansion strategies to adapt to changing trade conditions [1]

Core Insights - The article highlights the significant increase in container shipping orders from China to the U.S. following the mutual tariff reductions, with a reported surge of nearly 300% in bookings [1][3] - Chinese merchants, particularly in Yiwu, are rapidly resuming exports to the U.S. market, indicating a strong recovery in trade activities [3][6] - The adjustments in tariff policies are seen as beneficial for Chinese exporters, with many businesses planning to expand their market reach and diversify their product offerings [5][6] Group 1: Trade Dynamics - Following the tariff adjustments, the average booking of containers surged from 5,709 to 21,530 within a week, marking a 277% increase [1] - Yiwu, known as a major hub for small commodities, is experiencing a revival in trade, with local businesses quickly ramping up production to meet U.S. demand [3][6] - The U.S. market is perceived as essential, with Yiwu merchants expressing confidence in their ability to adapt and find alternative markets if necessary [10][11] Group 2: Economic Impact - Yiwu's total import and export value reached 668.93 billion yuan in 2024, reflecting an 18.2% year-on-year growth, with exports alone amounting to 588.96 billion yuan, up 17.7% [13] - The city has diversified its trade relationships, with significant growth in exports to Africa, Latin America, and ASEAN countries, indicating a strategic shift towards broader market engagement [13] - Yiwu's international trade ecosystem is expanding, with over 1.2 million business entities operating in the area, showcasing its importance in China's trade landscape [20]

Core Viewpoint - The recent shift in US tariff policy and the temporary pause in the trade war between China and the US highlight the need for rational expectations regarding the long-term complexities and challenges in Sino-US economic relations [1] Group 1: Impact of Tariff Changes - The US tariff increases have had a minimal impact on exports from Yiwu, indicating a level of calm among Yiwu merchants despite the trade tensions [3][4] - The recent agreement on tariffs has not significantly altered trade dynamics, as the core issue remains the US's concern over China's competitive manufacturing capabilities [9][10] Group 2: Yiwu's Role in Global Trade - Yiwu International Trade City serves as a crucial platform for China's manufacturing competitiveness, attracting non-US market buyers from regions like the Middle East and Africa [1][8] - The unique procurement model in Yiwu, which focuses on non-branded goods, allows for a diverse range of products to be sold collectively, differentiating it from traditional brand-led procurement models [6][12] Group 3: Merchant Sentiment and Market Dynamics - Yiwu merchants exhibit a lack of clear understanding regarding US trade policies, leading to a sense of indifference rather than active concern [5][13] - Overseas buyers are primarily driven by their commercial needs and the quality of Chinese products, rather than the political climate between the US and China [14] Group 4: Production Capacity and Market Opportunities - China's manufacturing capacity, particularly in consumer goods, is robust but faces domestic demand limitations, necessitating export channels to prevent overcapacity [8][12] - The overall trade with the US constitutes only about 15% of China's total trade, suggesting that other global markets can compensate for any potential losses from the US market [12]

今天凌晨，她和美国客户约好这两天收到30%的定金后，工厂就会开始生产他们的订单。 中新社义乌5月13日电(柴燕菲董易鑫)"'联合声明'一出，美国客商立马联系我们收定金、恢复之前的订 单，快速生产出货。"5月13日，浙江义乌主营眼镜的商户陈海红告诉记者，她与美国客户反复沟通产品 细节，直到凌晨2点多。 陈海红所说的"联合声明"，指的是5月12日中美双方公布的中美日内瓦经贸会谈联合声明，内容提及美 方取消了共计91%的加征关税，中方相应取消了91%的反制关税；美方暂停实施24%的"对等关税"，中 方也相应暂停实施24%的反制关税。 义乌被称为"全球最大的小商品集散中心"，超210万种商品发往全球230多个国家和地区，常驻外商超2 万人。今年4月，在美国滥施关税的背景之下，"卖全球"的义乌成为焦点城市。 "我们有50%的订单来自欧美地区，前段时间涉美订单量几乎降到0%。"做了19年外贸生意的陈海红坦 言，确实受到影响，但是信心比黄金贵，她当时就相信转机很快会出现。 "美国市场对中国商品有依存度，从我们这些年不断增长的订单量就能看出来。这次，和我们合作了很 多年的美国客商还说'风浪都是一时的，一起经历了这些变化，反而 ...

Group 1 - The 2025 World Yiwu People Conference was held in Yiwu, Zhejiang, with over 450 participants discussing global business opportunities [1][3] - The conference emphasized the role of overseas Chinese merchants in enhancing the resilience of global supply chains amid uncertainties in international trade [1][2] - A new project, the World Overseas Chinese Business Center, has commenced construction on 12.4 acres of land, featuring an 80,000 square meter Philippine building [2] Group 2 - Yiwu is recognized as the world's largest small commodity distribution center, connecting over 230 countries and regions with more than 2.1 million Chinese enterprises [4] - During the conference, 45 projects were signed with a total planned investment of 73.217 billion yuan, covering sectors such as new energy, cultural creativity, healthcare, modern logistics, and e-commerce [4] - Yiwu is developing an AI-driven smart trade model for small commodities, aiming to apply AI technology in cross-border marketing and supply chain management [4]

Core Viewpoint - Yiwu, a traditional foreign trade base in China, remains calm and confident amid the tariff war, with minimal impact on its export activities, contrary to external expectations [1][3][20]. Group 1: Export Dynamics - The overall export scale of Yiwu is projected to reach nearly 600 billion yuan in 2024, with direct exports to the U.S. accounting for less than 2% of total exports [4][5]. - Yiwu's total export value is approximately 588.96 billion yuan, showing a year-on-year increase of 17.7%, while imports reached 79.97 billion yuan, up 22.2% [5]. - The market procurement trade method contributes significantly to Yiwu's exports, with 4.7176 trillion yuan exported through this method, representing 80.1% of total exports [5]. Group 2: Trade Strategy and Adaptation - Since the onset of the trade war in 2018, Yiwu has shifted its focus towards trade along the "Belt and Road" initiative and the internationalization of the renminbi, enhancing its trade security [5][8]. - Yiwu's export model primarily involves non-branded finished products, which are less affected by tariff changes due to their market procurement nature [9][12]. - The establishment of digital platforms like Chinagoods and payment systems like YiwuPay reflects Yiwu's efforts to adapt to changing trade dynamics and promote renminbi internationalization [14][16]. Group 3: Market Perception and Future Outlook - The perception of Yiwu as a barometer for U.S.-China trade is outdated, as its role has evolved into a hub for non-U.S. trade [18][20]. - Despite potential losses in U.S. orders, Yiwu continues to grow, indicating resilience and adaptability in its trade practices [20][23]. - The diversification of trade relationships, particularly with regions like the Middle East and Latin America, is becoming increasingly important for Yiwu's future [23].

以下文章来源于华商韬略 ，作者华商韬略 华商韬略 . 聚焦标杆与热点、解构趋势与韬略 2018年中美贸易摩擦开始的三个月后，一家日本媒体悄悄去了义乌，走访了100家店铺，记者的 问题只有一个： 关税对你们有没有影响？ 这位记者显然听到了他想要的答案—— 制造拖车轮胎的店主说，"当然有影响了，没生意做了。"箱包店的老板说，"订单取消了，我损 失了好几万。" 作者： 东木褚 来源：华商韬略（ ID：hstl8888） 2018年，特朗普用关税对中国发动"突袭"，打了很多企业一个措手不及，外贸重镇义乌的企业 尤其艰难。 如今，面对更加疯狂的关税乱战，义乌的老板还好吗？ 01 还有人被问得直接破防了，"日本记者为什么关注中美贸易战？和你们日本有关系吗？" 末了，商贸城的一位市场运营人员道出了义乌老板最怕的事，"不仅美国，其他国家的买家也少 了，比起看得见的损失，谁都不来买东西这种看不见的损失最让人担心。" 那段时期，贸易战的阴影逐渐在义乌蔓延，从事对美出口的日韩买家减少近半，在商贸城的文具 店区，商铺数量少了一成多，当年整个市场的成交额虽然还在涨，但增长率从25%下降到了 11%，增速放缓了不少。 02 7年后的20 ...

作者：丁玎 邹婷 朱斌 杨立培 "对等关税"风暴来袭，但美国采购商来中国的脚步未被阻挡。在浙江义乌，4月是圣诞用品采购的重 要时点，在关税摩擦发生后，美国采购商还是来到了义乌，并继续下了订单。义乌国际商贸城的商户 告诉第一财经记者，义乌商品在服务、品控、价格上有一定程度的不可替代性，这也是美国客户依然 选择他们的重要理由。更现场、更财经，一探究竟！ 微信编辑：夏木 ...

Core Viewpoint - The article discusses the significant changes in China's county-level economies, highlighting the emergence of new high-GDP counties and the industrial strengths that contribute to their economic success [2][4][48]. Group 1: Economic Changes in Counties - Jiangyin has achieved a GDP of 5126.13 billion yuan in 2024, solidifying its position as the second-largest county-level city in China [2][3]. - Changshu's GDP reached 3079.10 billion yuan in 2024, marking a 6.2% increase from the previous year [2][3]. - The number of counties with GDP exceeding 1000 billion yuan has increased from 59 to 62, with new additions including Tengzhou, Changfeng, and Xinyi [3][4]. Group 2: Industrial Strengths - Kunshan, Jiangyin, and other leading county-level cities have robust industrial bases, with Kunshan's industrial output reaching 12398.42 billion yuan in 2024 [18][24]. - Jiangyin's industrial output was reported at 7317.22 billion yuan in 2023, comparable to major provincial capitals [35][36]. - The article emphasizes the importance of strong industrial sectors, such as electronics in Kunshan and metallurgy in Jiangyin, as key drivers of economic growth [19][30][48]. Group 3: Comparison with Other Regions - Jiangsu province dominates with 22 of the 62 billion-yuan counties, while Zhejiang follows with 11, indicating a concentration of economic power in these regions [4][6]. - Guangdong province lacks representation among the billion-yuan counties due to many of its strong counties having transitioned to district status, thus entering a different economic competition [7][10]. - The article notes that Kunshan and Jiangyin have outperformed several provincial capitals, showcasing their economic prowess [11][12]. Group 4: Population and Employment - Jiangyin's population has shown resilience, with a slight increase despite broader national trends, indicating strong local economic conditions [42][40]. - The presence of over 60 listed companies in Jiangyin highlights its capacity to generate quality employment opportunities, further attracting population growth [38][39]. Group 5: Future Outlook - The article suggests that counties must continue to innovate and adapt their industries to maintain growth and competitiveness in a rapidly changing economic landscape [51][53]. - It emphasizes the need for local governments to seek investments and enhance their industrial capabilities to ensure sustainable development [51][52].