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关税“窗口期” :美企加速补货 中国至美海运订单激增近300%
Yang Shi Wang· 2025-05-16 02:55
Group 1 - Recent high-level economic talks between China and the US have led to substantial progress and important consensus, prompting US companies to initiate a "rush shipping" mode to replenish inventory during this window period [1][3] - Stonemaier Games, a US tabletop game publisher, has adjusted its operations by accelerating the shipment of goods previously stored in China following the positive outcomes of the talks [3] - The volume of container shipping bookings from China to the US surged nearly 300% after changes in US tariff policies, resulting in increased shipping prices, posing significant challenges for US companies participating in the "rush shipping" trend [5] Group 2 - Despite the positive market response from the recent economic talks, companies remain cautious due to uncertainties surrounding future policies, leading to a conservative approach in their inventory replenishment plans [7] - Stonemaier Games is preparing for the holiday sales season but has minimized its restocking plans due to increased tariff uncertainties, reflecting broader industry concerns about the current US government's ability to foster stable trade relations with China and other countries [7]