智通财经APP获悉，据报道，不断升级的中美贸易冲突正开始对美国经济产生更广泛的影响，集装箱港 口运营商和航空货运公司报告称，来自中国的货物大幅减少。 物流公司注意到，自美国对中国进口商品征收145%的关税以来，运往美国的集装箱运输量急剧下降。 洛杉矶港是中国商品在美国的主要入境点，该港预测，从5月4日开始的一周，预计到港集装箱数量将比 去年同期下降33%。航空货运公司也发现订单量大幅下降。 集装箱跟踪平台Vizion的数据显示，截至4月中旬，从中国到美国的标准20英尺集装箱预订量同比下降 了45%。 航运巨头赫伯罗特报告称，其从中国出发的出境订单约有30%被取消。 订单放缓显然影响了港口活动。Sea-Intelligence 的分析师报告称，"空船"（即取消从中国出发的预定船 只）数量激增。据报道，从5月5日开始的四周内，亚洲-北美航线的集装箱预订量减少了约40万个，与 关税宣布前的计划相比下降了25%。 国际商会（ICC）主席John Denton表示，这种中断反映出企业正在推迟决策，等待华盛顿和北京是否会 就降低关税进行谈判的明确消息。在美国总统特朗普4月2日宣布对等关税之后，国际商会对60多个国家 的成 ...

Economic Overview - The economic fundamentals of China in 2025 appear positive, with 107 listed companies disclosing Q1 performance forecasts, including 59 expecting profit increases and 29 slight increases [1] - Key industries showing strong performance include non-ferrous metals, basic chemicals, defense, and transportation, driven by sales growth, rising product prices, and full order books [1] Mining and Materials Sector - Jinling Mining reported a net profit increase of 122.53% YoY, with Q1 revenue of 356 million yuan, up 26.98% [2] - Yunnan Tin expects a net profit of 107 to 127 million yuan, a YoY increase of 71.97% to 104.11%, due to cost reduction and rising ore prices [2] - Northern Rare Earth anticipates a net profit of 425 to 435 million yuan, a staggering increase of 716.49% to 735.70% YoY, attributed to supply tightening and strong demand [2] Chemical Industry - China Jushi forecasts a net profit of 701 to 736 million yuan, a YoY increase of 100% to 110%, driven by increased demand in downstream applications [3] - Juhua expects a net profit of 760 to 840 million yuan, a growth of 145% to 171%, due to significant price increases in fluorinated refrigerants [3] - Tongyi Zhong anticipates a net profit of approximately 44.44 million yuan, a 153.27% increase, leveraging its full industry chain layout [3] Shipbuilding Industry - China's shipbuilding industry continues to lead globally, with China Shipbuilding Group expecting a net profit of 1 to 1.2 billion yuan, a YoY increase of 149.35% to 199.21% [4] - China State Shipbuilding Corporation reports a significant increase in production efficiency and order structure optimization [4] - China Shipbuilding Defense anticipates a net profit increase of 10 to 12 times, while China Power expects a profit of 300 to 450 million yuan, a growth of 240.48% to 410.73% [5] Port and Logistics Sector - Shanghai Port Group expects a net profit of approximately 3.886 billion yuan, a YoY increase of 5.14% [6] - Ningbo Port anticipates a net profit of about 1.174 billion yuan, up 4.5%, with container throughput increasing by 11.1% [6] - China National Aviation Holdings expects a net profit of 516 to 592 million yuan, a growth of 99.97% to 129.42% [6] Automotive and Tourism Sector - BYD reported a production of 1.057 million new energy vehicles, a 72.64% increase, with expected profits of 8.5 to 10 billion yuan, up 86.04% to 118.88% [7] - SAIC Motor achieved a wholesale volume of 945,000 vehicles, a 13.3% increase, with expected profits of 3 to 3.2 billion yuan [7] - Xiangyuan Tourism reported a 109.66% increase in visitors during the Qingming holiday, with revenue growth of 96.13% [7][8]

Core Insights - Zhengzhou Airport has established itself as a key hub for international cargo transport, significantly enhancing its air freight capabilities and expanding its global reach [1][2][6] Group 1: Expansion of Cargo Routes - In the first two months of this year, Zhengzhou Airport opened and intensified nine international cargo routes, including direct flights to cities like Oslo, Billund, and Madrid [1][2] - The airport has increased its cargo routes to a total of 57, connecting to 28 countries and 62 cities, with international cargo volume reaching 78,000 tons, a year-on-year increase of 54.4% [2][6] Group 2: Efficiency Improvements - The airport has implemented specialized manual channels for cross-border e-commerce products to enhance efficiency, with the number of cargo types transported now exceeding 10,000 [2][5] - The airport's cargo handling efficiency has improved significantly, with peak operations seeing over 40 flights executed in one night [1][2] Group 3: Cross-Border E-Commerce Growth - The cross-border e-commerce business at Zhengzhou Airport has seen a doubling in export volume and value, with 3.5 million orders completed in the first two months of this year [6] - The airport's strategic focus on "cargo priority" has enabled it to handle 1.1 million tons of cargo throughput capacity, meeting the demands of fast-moving e-commerce [6] Group 4: Innovative Logistics Models - The introduction of the "air-to-air transfer" model has allowed for more efficient cargo handling, reducing costs by 20% to 30% and improving transit times by 3 to 6 hours [7][8] - Zhengzhou Airport has established a network for "international to international, international to domestic, and domestic to international" transfers, enhancing cargo flow and utilization [8] Group 5: Future Development Plans - Zhengzhou aims to build a "dual hub" network by 2030, connecting with major regions along the Belt and Road Initiative, to create a self-sufficient international logistics supply chain [9] - The airport's cargo volume for "air-to-air transfer" has exceeded 5,000 tons in the first two months of this year, marking a 217% increase [9]

6 月多家新能源汽车品牌批发量为年内新高 在 Shein、Temu 的推动下，华南至美国空运价格较 2019 年翻倍 上海中海·顺昌玖里二期开盘即售罄，单价近每平方米 30 万元 特斯拉止住颓势，二季度销量超预期 关注《晚点财经》并设为星标，第一时间获取每日商业精华。 上半年国内新能源车销量陆续公布。比亚迪以超 34 万辆的月销量继续断层领先、上半年累计卖出 161 万辆新车，完成年度销量目标的 45%。特斯拉中国排 6 月销量榜第二，据乘联会数据约 7.1 万 辆，继续同比下滑 24%、但环比小幅增长。本月，特斯拉推出 5 年免息等优惠购车政策。 理想和蔚来找回节奏，因为给了消费者更有性价比的选项。前者在 L6 的带动下，月销量回暖至 4.78 万辆，同比增长 47%，接近去年 12 月 5 万辆的最高纪录。后者则在 BaaS 电池租用服务费降低以及 创始人李斌的卖力直播影响下，年内第二次月销超过 2 万辆、6 月达到 2.1 万辆，同比接近翻倍。 据摩根士丹利统计，5 月理想和蔚来国内市场份额不同程度增长，机构预计 L6 订单动力将继续支撑 理想在三季度份额回升 —— 顶着赛力斯给的压力。 作为另一家月销 ...