4月30日，在南京海关所属启东海关监管下，装载着光伏组件的"恒隆"轮从启东吕四港驶出，顺利抵达 上海洋山港并直接装上国际货轮出口海外。这是洋山港—吕四港通过"联动接卸"模式承运的首批货物， 标志着这一创新监管模式在南通正式落地，也为长三角港口一体化发展注入强劲动力。 随着"直装直提""联动接卸"等便利化通关举措的先后落地，吕四港黄金水道的集聚效应不断释放。据统 计，今年一季度，启东海关共监管吕四港进出口货物7.1万吨，同比增长36.8%；集装箱吞吐4.9万标 箱，同比增长41.43%。 "联动接卸"不仅是通关流程的优化，更是长三角港口资源整合的关键，将洋山港的国际航线优势与吕四 港的腹地货源优势深度融合，推动长三角一体化再提速。 启东海关副关长严通表示，启东海关近期将组织"联动接卸"业务专题推介会，联合船运公司、港口集团 及物流企业，总结试点经验，优化监管流程。同时，加速"智慧口岸"建设，应用物联网技术等，实时追 踪货物轨迹，并与洋山港共享监管数据，实现跨关区协同作业，进一步优化港口物流服务，促进跨境贸 易便利化。 罗雪婷 "联动接卸"指将吕四港作为洋山港的延伸，改变传统的"转关申报、二次运抵"模式，不断丰富 ...

Core Viewpoint - Lianyungang Port Group is focusing on the deep integration of port logistics industry chain and supply chain, emphasizing the development of "train + sea transport" linkage, enhancing platform construction, enriching channel layout, innovating service formats, and concentrating on digital empowerment to reduce comprehensive costs in modern port logistics [1][2] Group 1: Platform Construction and Service Enhancement - The company has successfully established and is operating the Lianyungang-Kazakhstan Logistics Cooperation Base and the SCO Maritime Base, creating an important gathering center for Eurasian cross-border transportation [1] - The efficient operation of COSCO's participation in the Kazakhstan Horgos Dry Port is being advanced, with business linkage, personnel exchange, information sharing, and resource sharing between the Lianyungang Logistics Cooperation Base and the dry port [1] - The construction of the two bases and the linkage of the two hubs effectively enhance the service capability of the new Eurasian land-sea intermodal transport corridor [1] Group 2: Channel Advantage and Cross-Border Transport - The company is expanding its international cross-border transport channels, establishing five exit ports including Alashankou and Horgos, and launching six train routes to Central Asian countries as well as to China-Kyrgyzstan-Uzbekistan, China-Mongolia, and China-Russia [1] - New business formats such as Wuxi and Yancheng connecting trains, JSQ container special trains, and China-Kyrgyzstan-Uzbekistan sea-rail-road multimodal transport are being developed [1] - The company is collaborating to build and operate the Xuzhou-Lianyungang Container Transfer Center, launching Xuzhou-Lianyungang rail-sea intermodal trains, and creating unique logistics products like "Lian-Shen Fast Shipping + Railway + Land Bridge" to form cross-regional logistics element aggregation and scale effects [1] Group 3: Innovative Service Models and Digital Empowerment - The company has introduced 13 innovative cases related to international trains under the "Free Trade Zone + Train" model, with the "ship-car direct pick-up" zero-waiting model saving 75% of transfer operation time and the "collective to scattered" direct loading model compressing the entire transit time by 60% [2] - A multimodal transport "one order system" service model has been launched, promoting the "one container system" business and the "railway container water discharge" model to further enhance the comprehensive management efficiency and service level of multimodal transport [2] - An intelligent information system has been established at the Lianyungang-Kazakhstan Logistics Cooperation Base, integrating data with customs and railways, and the developed international train timeliness analysis system compresses overall customs clearance time by over 30% [2]

Group 1: China's Anti-Dumping Measures - China has decided to impose anti-dumping duties on imported chlorpyrifos from India, with rates ranging from 48.4% to 166.2% starting May 7, 2025 [3][4] - The anti-dumping investigation was initiated due to significant price drops in Indian chlorpyrifos exports to China, which fell from 89,675 RMB per ton in 2019 to 51,950 RMB per ton in 2023, a decrease of 42.07% [4] - The move aims to protect China's domestic chlorpyrifos industry and ensure fair competition, as well as stabilize the agricultural supply chain [5] Group 2: U.S. Port Trade Volume Decline - The largest U.S. port has experienced a significant drop in trade volume, influenced by high inflation, rising interest rates, and declining consumer confidence [8] - Changes in supply chain dynamics, with companies relocating production to Southeast Asia and India, have reduced cargo volumes at traditional U.S. ports [9] - The decline in port activity has adverse effects on local economies, leading to reduced revenues in logistics and transportation sectors, and potentially increasing unemployment rates [10] Group 3: Federal Reserve's Interest Rate Decisions - The Federal Reserve has maintained interest rates steady over three consecutive meetings, reflecting concerns over inflation and economic growth disparities [12][13] - The Fed is cautious about lowering rates too soon due to uncertainties in inflation trends and the potential for market instability [14] - Conditions for future rate cuts include achieving stable inflation around 2%, sustainable economic growth across sectors, and maintaining financial market stability [15][16]

Core Viewpoint - The article discusses the increasing trend of expatriates leaving Singapore despite its attractive qualities, highlighting the challenges faced by new immigrants and the local population's resistance to foreign influences [5][10][12]. Group 1: Reasons for Leaving Singapore - The article mentions that many expatriates, including successful entrepreneurs, are choosing to relocate due to a lack of genuine social connections and a narrow worldview among locals [6][9]. - Data from the National Population and Talent Division indicates a rise in Singaporeans living abroad, increasing from 185,800 in 2022 to 215,300 in 2024 [5]. Group 2: Singapore's Attractiveness - Singapore is recognized for its geographical advantages, a well-educated workforce, a strong legal system, and low tax rates, making it a desirable destination for wealthy individuals [5]. - The 2024 Private Wealth Migration Report ranks Singapore as the third most popular destination for high-net-worth individuals, with 3,500 immigrants [5]. Group 3: Cultural and Social Dynamics - The article highlights a strong boundary consciousness among locals, leading to a lack of acceptance of new ideas from expatriates, particularly from Chinese immigrants [9][14]. - The cultural integration in Singapore is described as superficial, with various ethnic groups maintaining their distinct identities without meaningful interaction [10][14]. Group 4: Government and Economic Structure - Singapore's government is portrayed as efficient and focused on maintaining a stable economy, often compared to a corporation in its operational style [16][19]. - The article notes that a significant portion of Singapore's wealth is generated overseas, indicating a global economic presence [11].

Core Viewpoint - XuZhou Port Group is enhancing its logistics and marketing strategies to optimize resource allocation and improve operational efficiency, thereby contributing to the regional economy and expanding its customer base. Group 1: Marketing and Business Model Innovation - XuZhou Port Group is implementing a "mine-port-factory" marketing model, focusing on direct resource transportation from upstream coal mines to downstream customers in the power and steel industries, aiming to develop long-term direct sales channels [2] - The company is leveraging the WaRi Railway freight policy to reduce logistics costs for western resources transported to XuZhou Port, enhancing the logistics service for surrounding steel and power plants [2] Group 2: Customer Development and Service Enhancement - The company is actively exploring customer needs by visiting key enterprises in the western region, achieving a coal import of 15.17 million tons from Xinjiang in the first quarter [3] - XuZhou Port Group has introduced a "grain bulk to container" service model, significantly reducing logistics costs for local grain enterprises by approximately 200 yuan per container [3] Group 3: Functional Upgrades and Service Improvements - The dual building operation area has connected with international railway ports, establishing XuZhou as a comprehensive logistics hub with multi-modal transport capabilities [4] - The company has been recognized as a new benchmark enterprise for the integration of logistics and manufacturing in XuZhou, with its dual building operation area awarded a "three-star multi-modal transport operator" honor [4] Group 4: Global Logistics Network Expansion - XuZhou Port Group is enhancing cooperation with other ports to create new iron-water transport channels, reducing logistics costs for local enterprises by 15% [5] - The company is developing an international logistics distribution system by integrating various transport modes, enhancing the operational capacity of the China-Europe Railway Express [5]

Core Viewpoint - The 137th Canton Fair showcased China's economic resilience and the confidence of Chinese enterprises amidst global trade disruptions caused by U.S. tariffs, with an intended export transaction volume of $25.44 billion [1]. Group 1: Company Insights - Li Hongmei, chairman of Mingyihu Group, highlighted the production and sales of 600 million mobile phone films annually, indicating a significant market presence [3]. - The mobile phone films produced cover hundreds of models, with production lines in Hunan adapting to market dynamics [5]. - Li's company has become a "national specialized and innovative small giant," supplying products to major Chinese smartphone brands like Huawei, Xiaomi, OPPO, and VIVO [5]. Group 2: Market Performance - Li's tempered glass film products hold a 30% share of the global market, with annual sales in the U.S. maintaining around 50 million units, peaking at 100 million units [7][18]. - The company completed transactions worth 12.65 million yuan during the Canton Fair, with new customer orders from five Central Asian countries on the way [18]. Group 3: Industry Challenges and Responses - Li expressed concerns about the impact of tariffs on employment and the manufacturing sector, emphasizing the need for innovation and resilience in the face of challenges [12][20]. - The South China Sea Port has been optimizing logistics and trade structures to mitigate the cost pressures from tariffs, with a reported 18% year-on-year increase in cargo volume expected in 2024 [30][36]. Group 4: Historical Context and Current Strategies - The historical context of customs and tariffs in China, particularly post-Opium War, serves as a reminder of the importance of trade sovereignty [25][28]. - The South China Sea Port's diverse logistics network aims to reduce reliance on single markets and enhance efficiency, which is crucial for navigating tariff impacts [41][45].

Core Viewpoint - The article discusses the dual nature of Singapore as a destination for expatriates and its challenges regarding cultural integration and acceptance of new immigrants, particularly from China. It highlights the increasing trend of Singaporeans moving abroad despite the country's advantages, indicating a growing discontent with local social dynamics and cultural limitations [4][11]. Group 1: Reasons for Leaving Singapore - Singapore's appeal includes its strategic location, bilingual talent pool, efficient governance, and low tax rates, attracting wealthy individuals and families [4]. - However, there is a rising trend of Singaporeans living abroad, with numbers increasing from 185,800 in 2022 to 215,300 in 2024 [4]. - The local social environment is perceived as insular, with a strong boundary among locals and a lack of genuine friendships with newcomers, leading to dissatisfaction among expatriates [5][7]. Group 2: Cultural Dynamics - The article emphasizes the strong sense of boundary consciousness among Singaporeans, which can lead to a defensive attitude towards outsiders and a perception of coldness [12][13]. - New immigrants often face a ceiling in their professional growth due to local resistance to new ideas, particularly from Chinese expatriates [7]. - The cultural integration in Singapore is described as fragmented, with various ethnic groups maintaining their distinct identities rather than blending into a cohesive society [8][9]. Group 3: Governance and Social Structure - Singapore's governance is likened to a corporate model, focusing on efficiency and strict management of public life, which can stifle individual expression [15][16]. - The government promotes a narrative of global citizenship while simultaneously managing the population's behavior and expectations [9][16]. - The article suggests that the societal structure creates a dichotomy between elite governance and the general populace, leading to a lack of cultural identity among citizens [16].

对此，美国很有名的物流行业平台FreightWaves首席执行官Craig Fuller在X上发帖警告称： "洛杉矶港口的卡车运输量同比下降了23%，如果贸易战不解决，未来几周可能会跌到50%！" 来源 | 华尔街见闻 关税冲击下，全美最大港口要凉。 美东时间周三，船运追踪系统Port Optimizer最新数据显示，从本周日开始， 洛杉矶港的进口量将急剧下降 。洛杉矶港是美国最大的港口，也是 西半球最大的集装箱枢纽。 | Quickview Dashboard VESSELS AT BERTH Current | RAGE TIME AT BERTH | ed on Last 30-Day Rolling Average | TOTAL PLANNED VESSELS | TOTAL PLANNED CONTAINERS | | | --- | --- | --- | --- | --- | --- | | 13 | 4.2 | DAYS | 94 | 211,560 | | | Import Volumes | | | | | | | APR 20 - APR 26 (WK 17) | | APR 27 ...

货少了，港口先遭殃 媒体指出，关税对南加州物流圈造成了五大连锁反应。 关税冲击下，全美最大港口要凉。 美东时间周三，船运追踪系统Port Optimizer最新数据显示，从本周日开始， 洛杉矶港的进口量将急剧下降 。洛杉矶港是美国最大的港口，也是西半球最大的 集装箱枢纽。 对此，美国很有名的物流行业平台FreightWaves首席执行官Craig Fuller在X上发帖警告称： "洛杉矶港口的卡车运输量同比下降了23%，如果贸易战不解决，未来几周可能会跌到50%！" "西海岸的卡车司机，很快就要面临大规模裁员。" 这表明，关税冲击已经影响到了全美最繁忙的港口——洛杉矶港。现在海外货物越来越少，运到美国洛杉矶港的集装箱少了，负责把这些货再从港口拉出去的 卡车也没活干了。 1、海外进口量下滑。 港口是靠进出的集装箱赚钱的，现在海外来的集装箱少了，紧接着收入也跟着大减，像装卸费、租赁费、服务费统统缩水。 2、人开始失业 。 由于货物减少，码头工人和港口员工的工作时间减少，部分员工面临裁员或无薪假期。尤其是南加州物流重地如安大略、河滨市等，这里堆了超2亿平方英尺 的仓库，现在货没了，卡车司机和仓库工人可能遭遇大批裁员 ...

Core Viewpoint - The successful implementation of a new logistics model at Yantai Port, integrating international sea transport and domestic rail, enhances the efficiency of imported vehicle transportation and provides a low-carbon solution for international sea-rail intermodal transport [1][3]. Group 1: Logistics Efficiency - The traditional international vehicle trade involves multiple steps, leading to a time-consuming process of 2-5 days from unloading to reloading, with a potential 10% loss risk during handling [3]. - Yantai Port has collaborated with logistics companies to streamline the process by using 40-foot specialized containers that are compatible with rail transport, eliminating unnecessary handling steps [3]. - A dedicated task force at Yantai Port has been established to ensure efficient logistics operations, coordinating with national railway authorities to optimize vehicle allocation and production planning [3]. Group 2: Customs and Regulatory Improvements - Yantai Port has implemented an online control mechanism with customs authorities, allowing for a more flexible regulatory approach that reduces the time for unloading, transfer, and weighing to just 4 hours, a 20% reduction compared to traditional methods [3]. - The port has been approved for a "credit supervision" model for vehicle containers, enhancing the efficiency of customs clearance [3]. Group 3: Future Development Plans - Yantai Port aims to further develop cross-border logistics solutions, focusing on personalized transport mechanisms, flexible production organization, and efficient resource collaboration [5]. - The port is committed to creating a comprehensive and professional vehicle terminal, enhancing its role in promoting bilateral trade and connectivity [5].