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中美互降关税后,直击外贸一线:企业抢发货,货代频“爆单”,港口货运高峰或下周出现
Zheng Quan Shi Bao· 2025-05-14 13:39
Group 1: Impact of the US-China Joint Statement - The US-China Joint Statement led to a significant reduction in bilateral tariffs, prompting foreign trade companies to resume production and shipping to meet demand within a 90-day window [1][4] - Companies like Zhejiang Wei Laoda Industrial Co., which exports over 70% of its products to the US, are ramping up production to fulfill previously delayed orders worth nearly $6 million [1][4] - The shipping industry is experiencing a surge in demand, with freight rates increasing significantly; for instance, rates for shipping to the US West Coast have risen to $6,000 per container [1][5] Group 2: Shipping and Port Activity - Yantian Port, a key player in Guangdong's foreign trade, is seeing an increase in truck traffic and shipping orders, with drivers reporting a 20% rise in orders due to the US-China trade talks [2][3] - The shipping market is experiencing a rapid increase in freight rates, with the container shipping price index for routes to the US West Coast rising over 11% [5][6] - Companies are preparing for a shipping peak next week, as many are expected to clear out backlogged orders [2][3] Group 3: Business Recovery and Order Resumption - Companies like Shanghai Ximei Tools Import and Export Co. are receiving renewed orders from US clients, with expectations of shipping a batch of orders by early June [3][4] - The medical device sector, represented by Shenzhen Mide Rui Na Biotechnology Co., is also seeing a revival in orders, with clients planning to place new orders after previously pausing shipments [4] - The overall export volume is anticipated to increase significantly as companies take advantage of the 90-day window to replenish stocks and clear warehouses [3][4]
深度丨中美互降关税后,直击外贸一线:企业抢发货,货代频“爆单”,港口货运高峰或下周出现
证券时报· 2025-05-14 13:33
Core Viewpoint - The article highlights the positive impact of the "China-US Joint Statement" on foreign trade, leading to a surge in orders and shipping activities among Chinese exporters, particularly those exporting to the US [2][9]. Group 1: Impact of the China-US Joint Statement - The "China-US Joint Statement" was released on May 12, agreeing to significantly reduce bilateral tariff levels, which has led to a rush among foreign trade companies to fulfill backlogged orders within a 90-day buffer period [2][9]. - Companies are experiencing a revival in order volumes, with many US clients resuming shipments that were previously on hold due to tariff policies [10][11]. Group 2: Shipping and Port Activity - Shipping rates have increased significantly, with the price for shipping containers to the US West Coast reaching $6,000, up from approximately $2,500 before the announcement [12][13]. - Port activities are expected to peak in the coming weeks, with an increase in cargo truck volumes observed at key ports like Yantian Port, which handles over one-third of Guangdong's foreign trade [4][6]. Group 3: Order Fulfillment and Production - Companies are ramping up production to meet the renewed demand, with reports indicating a 20% increase in orders for some logistics providers [6][7]. - The logistics and shipping sectors are preparing for a significant increase in order fulfillment, with expectations of surpassing pre-tariff levels in the coming weeks [11][13].
深度|外贸企业调研!“出口转内销”成效初显,迅速破局有“三点”……
证券时报· 2025-04-30 00:25
自美国挥舞关税大棒以来,我国部分外贸企业受到了一定冲击,与此同时,各方的帮扶举措也如"雪片般"涌向这些企业。 证券时报记者近期走访多个"出口转内销"展销会以及对接会获悉,国内大型商超、电商平台正积极帮助外贸企业拓宽内销渠道,"出口转内销""内外贸一体化"等举 措的成效初步显现。不过,帮扶仅是短期纾困下的"救急"之举,从长远看,"出口转内销"是一项系统性工程,需要外贸企业在产品适应性、品牌建设等方面开展系 统性变革,从"救急"转向常态化运营,以适应国内市场需求。 多方助力解燃眉之急 4月27日,大润发上海大宁店的一楼中庭,正在举行一场百货"外贸优品中华行"巡展销售活动,涵盖厨具、锅具、整理收纳、户外用品等商品,不少消费者正在选 购。大润发全国百货商品部总监秦聪接受证券时报记者采访时透露,因受顾客欢迎,原本计划4月25日就结束的巡展销售活动,延期到5月3日,后续还有望在大润 发其他门店开展。 秦聪向记者透露,截至4月27日,大润发自4月13日启动"外贸优品中华行"项目以来,共收到157家外贸企业的提报,目前达成意向合作的有91家,其中52家已经达成 立项合作。 京东出口转内销扶持计划深圳负责人介绍,京东预计一年投 ...
从“救急”转向常态化运营 外贸企业转内销逐见成效
Zheng Quan Shi Bao· 2025-04-29 21:13
Core Insights - The article discusses the impact of U.S. tariffs on Chinese foreign trade enterprises and the subsequent support measures being implemented to help these companies transition from export to domestic sales [1][2][3] - It highlights the initial success of initiatives like "Export to Domestic Sales" and "Integration of Domestic and Foreign Trade," while emphasizing the need for long-term systemic changes within foreign trade enterprises to adapt to domestic market demands [1][5] Group 1: Support Initiatives - Major domestic supermarkets and e-commerce platforms are actively assisting foreign trade enterprises in expanding their domestic sales channels, with initiatives showing early positive results [1][2] - The "Export to Domestic Sales" project by RT-Mart has received proposals from 157 foreign trade companies, with 91 expressing intent to cooperate, and 52 already establishing partnerships [2] - JD.com plans to invest 200 billion yuan in domestic procurement of export products over the next year, providing various support measures to facilitate the transition for foreign trade enterprises [3][7] Group 2: Market Adaptation - Foreign trade enterprises are facing challenges in adapting their products to meet domestic consumer preferences, necessitating changes in product design and marketing strategies [5][8] - Companies like Zhejiang Wei Laoda are adjusting their product lines to better align with domestic market demands, indicating a shift from a focus on export markets to local consumer needs [6][8] - The need for foreign trade companies to familiarize themselves with domestic market rules and enhance their online operational capabilities is emphasized as a critical factor for successful market entry [7][8] Group 3: Sales Performance - The "Export to Domestic Sales" initiatives have led to significant sales successes, such as the rapid sale of 9,000 units of a ceramic product within 11 hours on JD's platform [4] - Companies like Qingdao Litai Agricultural Products have successfully sold 1.2 tons of ginger on the first day of their product launch in RT-Mart, showcasing the effectiveness of these initiatives [2][4] Group 4: Long-term Strategy - The article stresses that transitioning from export to domestic sales is not a short-term endeavor but requires sustained investment and continuous transformation [7][8] - Companies are encouraged to develop a comprehensive understanding of domestic consumer preferences and to innovate in product design and branding to ensure long-term success in the domestic market [7][8]