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美关税政策调整引美企狂欢,航运市场或生波澜
Huan Qiu Wang· 2025-05-13 08:15
Group 1 - Basic Fun's CEO Jay Foreman froze shipments from China due to a 145% tariff, but quickly arranged for shipments after learning of a significant tariff reduction [2] - SharkNinja's CEO Mark Barrocas also acted swiftly to release products like coffee machines and frozen beverage makers after the tariff news [2] - Hightail Hair's co-founder Jennifer Burch began processing nearly 4,000 motorcycle helmet nets that were stuck in China [2] Group 2 - U.S. companies reliant on Chinese imports faced challenges due to tariff pressures, but the recent trade "truce" is expected to alleviate some of these issues [2] - The U.S. capital markets reacted positively to the tariff news, with a significant rise in stock prices and a strengthening of the dollar [2] - Executives expressed relief that a 30% tariff, while still compressing profit margins, is a significant improvement over the previous 145% tariff [2] Group 3 - The 24% reciprocal tariffs between the U.S. and China are currently facing a 90-day delay, allowing U.S. importers to assess their supply chains [3] - Predictions indicate that there will not be a large surge in imports in the coming weeks due to sufficient inventory held by large retailers [3] - Shipping data shows a 45% decline in container orders from China to the U.S. compared to the same period last year, with significant reductions in container and vessel arrivals at the Port of Los Angeles [3]