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忙死了,那些从越南和印尼下单的美企紧急咨询:转回中国
Guan Cha Zhe Wang· 2025-05-16 11:05
Core Insights - The recent breakthrough in US-China trade tensions has led to a surge in trade activities, with Chinese factories and ports becoming increasingly active as companies rush to capitalize on the temporary "truce" [1][5] - Chinese companies have seen a significant increase in order volumes, with some reporting a 30% rise, while container shipping orders to the US have skyrocketed by nearly 300% [1][2] Group 1: Trade Activity and Order Volumes - Container shipping orders from China to the US increased by nearly 300% in the week ending May 13, compared to the previous week [2] - A sales representative from a toy procurement company noted a 30% increase in orders following the trade talks, prompting the company to hire more staff to meet demand [2] - The Los Angeles port experienced a 50% drop in cargo volume during the height of the trade tensions, but is now seeing a recovery as companies rush to ship backlogged inventory [2][4] Group 2: Shipping Costs and Consumer Impact - Shipping costs for containers to the US have risen by approximately 50%, with the increased costs ultimately being passed on to American consumers [7] - A spokesperson from Maersk reported a 30% to 40% decrease in shipping volume prior to the trade talks, but a subsequent increase in bookings has been observed [7] Group 3: Business Strategies and Market Shifts - Many US companies are canceling orders placed in countries like Vietnam and Indonesia to return to Chinese suppliers, despite ongoing uncertainties regarding tariffs [5][6] - Chinese manufacturers are actively seeking to expand into new markets, particularly in Europe, where orders have reportedly increased by nearly 20% [8] - A lighting company owner expressed a commitment to maintaining relationships with Chinese factories, highlighting the challenges and costs associated with shifting production to other countries [8]