与华强北市场迅速"解冻"同步，众多外向型企业也闻风而动， 力图抓住90天"窗口期"。 作者： 郑晨烨 封图：图虫创意 "之前因关税问题而推迟或取消订单的客户，很多都来咨询了，有美国客户之前压了差不多9个集 装箱的产品，现在要求尽快发货。"2025年5月13日，深圳一家大型跨境物流公司的货运代理何先 生略带兴奋地告诉记者。 何先生所描述的，正是《中美日内瓦经贸会谈联合声明》（下称《联合声明》）于5月12日下午3 点发布之后，外贸领域骤然回暖的一个侧影。 商务部新闻发言人就《联合声明》发表谈话时表示，本次中美经贸高层会谈取得实质性进展，大幅 降低双边关税水平， 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"（暂停90天），中方也相应暂停实施24%的反制关税（暂停90天）。这 一举措符合两国生产者和消费者的期待，也符合两国利益和世界共同利益。 "窗口期"突然开启 "如果90天窗口期内集中出货，可能会引发短暂的'抢运潮'。"张先生判断。 对此，一家大型国际快递企业的大客户销售人士陈程也向记者证实："大部分客户肯定是要抓住这 段时间多发点货了。不过从我们公司的整体货 ...

经济观察报记者 郑晨烨 在一个月前的4月14日，记者曾以采购商的身份前往华强电子世界一线走访，彼时，记者咨询的型号为英特尔至强E5-4650V2处理器的价格为65元一个，且 档口老板表示没有大量现货。5月13日，记者再次了解同型号处理器价格时，发现该处理器价格已跌落至35元。 与华强北市场迅速"解冻"同步，众多外向型企业也闻风而动，力图抓住90天"窗口期"。 "《联合声明》发布第二天，我们就接到了好几家美国客户的邮件，要求立刻重启之前因关税问题暂停的订单，并且希望我们能尽快发货。"深圳一家主营智 能穿戴产品出口的企业负责人王力告诉记者。 "之前因关税问题而推迟或取消订单的客户，很多都来咨询了，有美国客户之前压了差不多9个集装箱的产品，现在要求尽快发货。"2025年5月13日，深圳一 家大型跨境物流公司的货运代理何先生略带兴奋地告诉记者。 何先生所描述的，正是《中美日内瓦经贸会谈联合声明》（下称《联合声明》）于5月12日下午3点发布之后，外贸领域骤然回暖的一个侧影。 商务部新闻发言人就《联合声明》发表谈话时表示，本次中美经贸高层会谈取得实质性进展，大幅降低双边关税水平，美方取消了共计91%的加征关税，中 方相应 ...

中美联合声明互降关税，跨境圈迎利好。5月12日，商务部新闻发言人就《中美日内瓦经贸会谈联合声 明》发表谈话。商务部新闻发言人称本次中美经贸高层会谈取得实质性进展，大幅降低双边关税水平， 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。 南都·湾财社也就此采访多位物流从业者和跨境卖家。对于本次关税降幅，不少跨境圈内人士表示"超出 预期"。 降至10%关税 5月12日下午3点许，新华社发布《中美日内瓦经贸会谈联合声明》，声明指出，美国将修改4月2日行政 令中规定的对中国商品加征的从价关税，其中，24%的关税在初始的90天内暂停实施，同时保留按该行 政令的规定对这些商品加征剩余10%的关税，同时取消4月8日、4月9日相关行政令中对这些商品的加征 关税。 中国也将相应修改税委会公告2025年第4号规定的对美国商品加征的从价关税，其中，24%的关税在初 始的90天内暂停实施，同时保留对这些商品加征剩余10%的关税，并取消根据税委会公告2025年第5号 和第6号对这些商品的加征关税等。 有企业推"保价仓" 航运订单迎"爆单"咨询 而做 ...

Group 1 - The US and China have agreed to cancel a total of 91% of the tariffs imposed on each other's goods, with a temporary suspension of 24% of retaliatory tariffs for 90 days [1] - Major US stock indices saw significant gains, with Dow futures up 2.06%, S&P 500 futures up 2.79%, and Nasdaq futures up 3.84% [2] - Chinese concept stocks surged, with Jia Yuda, a cross-border logistics service company, seeing a pre-market increase of over 200% [1] Group 2 - Pharmaceutical stocks collectively declined following Trump's announcement to lower prescription drug prices, with Pfizer down 2.92% and AstraZeneca down 3.34% [2] - Technology stocks experienced a notable rise, with Apple up 6.38%, Nvidia up 4.93%, and Amazon up 7.93% [3] - A study funded by Eli Lilly showed that its weight loss drug, Tirzepatide, outperformed Novo Nordisk's Semaglutide, leading to a decline in Eli Lilly's stock by 2.78% [3] Group 3 - The US dollar index rose sharply, with the offshore yuan appreciating by over 400 points [3] - Commodity prices increased following the US-China joint statement, with Brent crude oil rising by 3.7% and copper by 1.4%, benefiting major mining companies [3] - Gold prices fell significantly after the joint statement, with spot gold dropping about $20 per ounce, leading to a decline in gold stocks [4]

Core Insights - U-Speed, a cross-border logistics company, focuses on global return logistics and aims to help overseas enterprises reduce costs and improve efficiency through customized services and overseas supply chain strategies [1][8] Group 1: Reverse Logistics - The CEO of U-Speed, Zeng Xiankun, discussed the concept of "reverse logistics" and its differences from traditional e-commerce logistics during an interview on CCTV's "Quality China" program [3] - U-Speed's global return services effectively reduce delivery and after-sales service costs, enhance management efficiency, and minimize return losses for cross-border e-commerce [3][6] Group 2: Market Coverage and Services - U-Speed has developed a proprietary return system that streamlines the return process, ensuring efficient handling of returns and quality control through professional training [6] - The company has expanded its operations to 26 countries and regions, establishing overseas return warehouses to support cross-border e-commerce platforms and independent sellers [6] Group 3: Industry Recognition and Future Outlook - The invitation to participate in CCTV's "Quality China" program is seen as recognition of U-Speed's efforts in the reverse logistics sector [8] - In the context of a complex foreign trade environment, U-Speed's services are crucial for enhancing digital trade competitiveness and achieving sustainable economic development [8]

Group 1 - The U.S. stock market indices and the dollar index rose on May 8, while U.S. Treasury bonds faced significant sell-offs, causing discontent from President Trump towards the Federal Reserve's actions [1] - U.S. Treasury Secretary Mnuchin indicated that the Trump administration is considering exempting tariffs of up to 145% on various baby products, including car seats and strollers, to alleviate financial burdens on families [1] - New parents are projected to spend approximately $20,000 in the first year of caring for a newborn, with nearly $1,000 allocated for baby safety equipment, which may increase due to tariff impacts [3] Group 2 - The new tariff measures are significantly affecting U.S. citizens and Chinese foreign trade enterprises, particularly in cross-border logistics and e-commerce sectors [5] - Many cross-border logistics companies are urgently seeking new business opportunities to mitigate tariff pressures, but traditional customer acquisition methods have proven ineffective [5] - The integration of AI and big data in sales strategies is becoming essential for logistics companies to find high-value partners and clients, as traditional methods are saturated [5]

Core Viewpoint - The report from the Net Economy Research Center defines logistics technology as an ecosystem supported by e-commerce, encompassing various logistics categories such as comprehensive e-commerce logistics, cross-border logistics, instant logistics, warehousing logistics, freight O2O, third-party express delivery, last-mile delivery, smart logistics service providers, logistics supply chains, and bulk logistics [1][16]. Industry Overview - The logistics technology industry chain includes major players across different categories: 1. Comprehensive e-commerce logistics: Cainiao Network, JD Logistics, Suning Logistics, Anxun Logistics [1][16] 2. Cross-border logistics: Yunquna, Disifang, Zongteng Group [1][16] 3. Instant logistics: Dada Express, Meituan Delivery, SF City, Fengniao Delivery [1][16] 4. Warehousing logistics: Paixun Intelligent, Hairou Innovation, Syrius [1][16] 5. Freight O2O: UU Runner, Flash Delivery, Didi Freight, Huoyun [2][16] 6. Third-party express delivery: SF Express, Shentong Express, YTO Express, Zhongtong Express, Yunda Express, Jitu Express [2][16] 7. Last-mile delivery: Fengchao, Jinlinbao [2][16] 8. Smart logistics service providers: Dizhantian, Yazuishou, Fenghuodi [2][16] 9. Bulk logistics network: Wangsheng Yunze, Chuanhua Zhili [2][16] 10. Logistics supply chain: ProLogis, Riri Shun [2][16] Geographic Distribution - The report indicates that the most logistics technology companies are located in "Beijing, Shanghai, Guangdong, and Zhejiang." - Beijing: JD Logistics, G7 Yiliu, Flash Delivery, Didi Freight [20] - Shanghai: Dada, Debang Express, KuaiCang, Aneng Logistics, Jitu Express, Zhongtong Express [20] - Zhejiang: Cainiao, Songjianxia, SF City, Kuaihuoyun, Yunda, Shentong Express, Baishi Logistics [20] - Guangdong: Fengchao, Yunyi Tong, Shunyou Logistics, Yuancang Overseas Warehouse, Ruiyun Cold Chain, SF Express, Huoyun [20] Policy Developments - Key policies impacting the logistics technology sector include: 1. March 1: Ministry of Transport issued the "Express Market Management Measures," requiring express delivery personnel to obtain user consent before delivering to smart lockers [22]. 2. April 26: Ministry of Commerce released the "Digital Commerce Three-Year Action Plan (2024-2026)," promoting data sharing in logistics and green packaging transformation [22]. 3. July 31: Central Committee of the Communist Party and State Council issued opinions on accelerating the green transformation of economic and social development, aiming for a 9.5% reduction in carbon emissions from operational transport vehicles by 2030 [22]. Market Data - The report provides various market data for the logistics sector: 1. The express delivery industry revenue is projected to reach 1.52 trillion yuan in 2024, with a growth rate of 8.57% [31]. 2. The instant logistics market is expected to exceed 420 billion yuan in 2024, showing a significant growth of 68% [34]. 3. The same-city freight market is projected to be approximately 1.9964 trillion yuan, with a year-on-year growth of 17.48% [37]. 4. The smart express cabinet market is estimated to reach 58 billion yuan, growing by 16% [40]. 5. The cross-border e-commerce logistics market is expected to reach 3.28 trillion yuan, with a growth of 30.15% [45]. 6. The cold chain logistics market is projected to be 536.1 billion yuan, with a growth of 3.69% [48]. 7. The global e-commerce logistics market is expected to reach 9.65 trillion yuan, with an increase of 8.61% [52].

" 物流老板们纷纷开始破防，表面冷静，但私下集体焦虑且观望 着。 " 作者丨姚单 编辑丨刘伟 "公司美线集装箱货量直线下滑60%~70%。深圳仓日均能收个1000多方，而昨天（4月16日）只收了 200多方。" "很多公司直接停了业务，而我们公司美线跨境小包货量实现了100%的同比增长，还是有点夸张。" 这一对话背后，是海运物流企业与直发物流企业在中美关税影响下，遭遇了冰火两重天的境遇。 自今年2月1日起，美国对华关税政策持续上演。进入4月份，关税税率提升至34%、125%、145%…… 亦或是，特朗普宣布将于5月2日针对中国取消800美元小额包裹免税政策，正在一步步击穿全行业的最后 一道心理防线。 原本，跨境物流巨头们分别有三种心态：一是对美国加税一事抱有幻想；二是想趁机发美国财；三是沉稳 观望。随着关税愈演愈烈，各位物流老板纷纷开始破防，表面冷静，但私下集体焦虑且观望着。 "近期2个月，特别是在4月中下旬， 空运大货出货量激增。" 一名跨境物流从业者表示，大家之前集体观望了很久，然而所期盼的中美关系并没有如期改善，反而越加 严峻，这使得大家陷入了恐慌。"你不调价，那你就得亏本卖；而你调价后，可能又没人买。 ...

跨境电商业务爆发式增长 东方嘉盛在跨境电商物流领域的表现尤为亮眼，全年实现收入16.98亿元，同比增长1922.83%。这一惊 人的增长主要得益于公司把握住了跨境电商出海的行业机遇，成功开拓了华南、华东直飞欧洲、英国、 美国等地的国际货运航线。此外，公司在"一带一路"沿线国家及欧美地区设立了高标准仓储设施，完善 了尾程物流网络覆盖，推出了跨境电商全链路服务产品。 2025年4月28日，东方嘉盛发布2024年年报，公司全年实现营业总收入35.58亿元，同比增长31.79%；归 属净利润1.92亿元，同比增长20.50%。尽管扣非净利润仅增长2.01%，但公司在跨境电商、国际物流和 医疗健康等领域的显著进展，为其整体业绩提供了强劲支撑。 消费食品板块的表现则更为强劲，全年实现收入3.70亿元，同比增长59.23%。公司作为国内高端进口酒 行业供应链交付领先服务商，成功拓展了多项本地产品出口项目，并在华南建设了跨境高端进口酒全国 中心仓，引进了国际龙头高端进口酒品牌客户。此外，公司在内贸零售方面持续打造多品类产品矩阵， 与调味品、休闲食品、保健品、液态奶、宠物食品等类目的头部品牌达成深度合作，完善了各大电商平 台的 ...

麦高证券认为，品牌出海加速，电商蓬勃发展，跨境物流方兴未艾。目前我国外贸已进入"电商+产业 +品牌"的全链路全球化竞争新阶段。品牌出海与跨境电商的蓬勃发展成为跨境物流发展的重要动力， 推动了物流市场的升级和全球化物流基础设施的完善。跨境物流中直邮的国际专线因成本低、时效快、 可追踪性强等优势快速崛起。海外仓模式则因配送时效高、物流成本低、退换货便捷等优点，受到跨境 电商企业的青睐。 天津市人民政府印发天津市构建"大消费"格局行动方案的通知，其中提出，做大做优线上消费平台。培 育电商领军企业，围绕细分领域引进零售类电商平台，促进电子商务、直播经济等规范发展。推动电商 平台赋能传统零售业，支持线上线下（300959）消费融合。丰富进口消费品供给，增加美妆、医药、数 码等进口商品品类，探索"跨境电商进口＋零售"新模式。壮大跨境电商出口，建强跨境电商特色产业园 区，鼓励企业自主品牌"出海"。 信达证券（601059）认为，近年来，全球电商渗透率持续提升，市场规模稳健增长；我国跨境电商行业 背靠制造业优势，推动国货出海，增速亮丽。分市场看，美国是我国跨境电商出口最大市场，尽管短期 出现关税阴云，但短空长多，核心原因：一 ...