5 月 12 日，中美发布日内瓦经贸会谈联合声明，宣布同步调整对对方商品加征的关税措施。政策落地 后，中国输美海运集装箱订单量激增近 300% ，中国出口企业忙得热火朝天，美国进口商疯狂 "囤货"。 可这边厢中国订单呈井喷式增长，那边厢中国市场却没掀起大量采购美国商品的热潮，这让特朗普着实 有些无奈。 先看中国输美订单暴增这一情况。贸易追踪机构 Vizion 数据显示，截至 5 月 14 日的七天，从中国到美 国的集装箱运输预订量飙升 277%，达到 21530 个标准集装箱，相比此前的 5709 个，近乎涨了 3 倍。 浙江义乌作为 "世界小商品城"，感受尤为明显。美国客户纷纷催促发货，当地商户订单接到手软。有 从事工艺品生产的商家表示，此前因关税滞留的货物，早已转销其他市场，如今美国市场大门再度敞 开，订单量迅速回升。还有无缝内衣生产企业，关税政策调整后，美国老客户直接下单 30 万双袜子， 企业开足马力生产。 特朗普（资料图） 不仅如此，美线航运也迎来反弹，多家货代公司表示，5 月底发货的船只舱位接近满舱，部分船公司还 上调了运价。这一系列现象表明，中美关税大幅下调后，美国市场对中国商品的需求瞬间被点燃 ...

Core Insights - The article highlights the significant increase in container shipping orders from China to the U.S. following the mutual tariff reductions, with a reported surge of nearly 300% in bookings [1][3] - Chinese merchants, particularly in Yiwu, are rapidly resuming exports to the U.S. market, indicating a strong recovery in trade activities [3][6] - The adjustments in tariff policies are seen as beneficial for Chinese exporters, with many businesses planning to expand their market reach and diversify their product offerings [5][6] Group 1: Trade Dynamics - Following the tariff adjustments, the average booking of containers surged from 5,709 to 21,530 within a week, marking a 277% increase [1] - Yiwu, known as a major hub for small commodities, is experiencing a revival in trade, with local businesses quickly ramping up production to meet U.S. demand [3][6] - The U.S. market is perceived as essential, with Yiwu merchants expressing confidence in their ability to adapt and find alternative markets if necessary [10][11] Group 2: Economic Impact - Yiwu's total import and export value reached 668.93 billion yuan in 2024, reflecting an 18.2% year-on-year growth, with exports alone amounting to 588.96 billion yuan, up 17.7% [13] - The city has diversified its trade relationships, with significant growth in exports to Africa, Latin America, and ASEAN countries, indicating a strategic shift towards broader market engagement [13] - Yiwu's international trade ecosystem is expanding, with over 1.2 million business entities operating in the area, showcasing its importance in China's trade landscape [20]

Core Viewpoint - Following the latest adjustments in China-US tariff policies, many foreign trade companies in regions like Shanghai and Jiangxi have resumed supplying the US market, leading to a surge in orders and shipping demands [1][6]. Group 1: Order and Production Surge - A foreign trade company in Yangzhou received five emails from US clients, resulting in over 5 million yuan in new orders, with clients eager to expedite delivery times [1]. - In Jiangxi, a textile company is working overtime to fulfill a new order of 100,000 sets of children's clothing, with orders scheduled through September [3]. - A knitting factory in Shanghai is preparing to ship products as US clients have resumed orders, with plans to start shipping by May 17 if inspections are passed [4]. Group 2: Market Expansion and Recovery - Companies have not only expanded into European and domestic markets but are also quickly restoring exports to the US, with expectations of surpassing 100 million yuan in US orders this year [6]. - A helmet manufacturing company in Ganzhou received a request to resume supplying over 500,000 helmets to US clients, indicating a strong recovery in demand [6]. - Merchants in Yiwu are experiencing rapid order placements from US clients, although some previously delayed shipments have already been sold to other markets due to tariff issues [8][9]. Group 3: Logistics and Shipping Challenges - The logistics sector is witnessing a surge in orders due to the increased shipping demands from foreign trade companies, leading to a peak in exports to the US [11]. - According to trade tracking agency Vizion, container booking volumes from China to the US surged nearly 300% following the tariff reductions, with average bookings rising from 5,709 to 21,530 standard containers within a week [13]. - Shenzhen Yantian Port is handling over a quarter of the national export volume to the US, with shipping processes accelerating as clients aim to stockpile goods during the 90-day window [14].

Group 1 - The recent reduction of tariffs between China and the U.S. has led to a significant surge in demand for Chinese goods, with container shipping bookings from China to the U.S. increasing by 277% to 21,530 standard containers compared to 5,709 previously [1] - Businesses in Yiwu, a major trade hub, are experiencing a rush of orders from U.S. clients, with merchants actively fulfilling requests for shipments [1][3] - The adjustment in tariffs has prompted U.S. retailers, including Walmart, to stockpile goods in anticipation of increased demand, potentially preparing for holiday seasons as far ahead as 2026 [4] Group 2 - Companies in Yiwu, such as a seamless underwear manufacturer, are ramping up production to meet the heightened demand from U.S. customers following the tariff changes [3] - Shipping companies are responding to the increased demand by raising freight rates for container shipments to the U.S. by $500 to $1,500, as capacity has been constrained due to previous reductions in shipping routes [3] - Analysts predict that the next 90 days will see a booming export market for China, as both exporters and importers take advantage of the temporary tariff relief [4]

Core Viewpoint - The adjustment of China-US tariff policies has led to a surge in shipping activities at Shenzhen Yantian Port, with significant increases in export volumes to the US and heightened demand for shipping capacity [1][3][15]. Group 1: Shipping and Logistics - Shenzhen Yantian Port is one of the busiest ports for North American routes in South China, currently handling over 25% of China's exports to the US [3][4]. - There are currently 5-6 vessels operating daily from Yantian Port to the US, indicating a busy shipping schedule [4][9]. - Shipping companies are urgently coordinating berth arrangements due to increased demand, as many have shifted capacity to Southeast Asia and Europe previously [7][20]. Group 2: Export Demand - US clients are rapidly placing orders to stock up during the 90-day tariff adjustment window, leading to a noticeable increase in the number of export containers arriving at the port [4][15]. - A Shanghai knitting factory has received a notification to ship over 50,000 garments that had been in storage for a month, with plans to ship a total of 300,000 items within the tariff adjustment period [10][14]. Group 3: Price Adjustments and Capacity Issues - Shipping rates for containers to the US have seen a rebound, with prices increasing by $500 to $1,500 per container, particularly for routes from Shanghai to New York [20][22]. - The shipping capacity for routes to the US has been reduced by over 30% previously, leading to a mismatch in supply and demand, which has driven up shipping prices [22]. Group 4: Broader Market Impact - Many foreign trade enterprises across China, including those in Jiangxi and Zhejiang, are experiencing a surge in orders from US clients, with some companies also exploring markets in Europe and other regions [27][23]. - Cross-border e-commerce companies in Shenzhen have begun to lower product prices, resulting in a significant influx of orders from US customers [34][36].