The American line has exploded

Sunny Worldwide LogisticsIt is a logistics company with more than 20 years of transportation experience, focusing on markets such as Europe, America, Canada, Australia, Southeast Asia, etc., and is more than the owner of the cargo owner.

On May 12, the "Joint Statement on Economic and Trade Talks between China and the United States" was released, clarifying that the United States canceled 91% of the tariffs, and China simultaneously canceled reciprocal countermeasures and suspended the implementation of a 90-day 24% "reciprocal tariff". At the same time, the White House also adjusted the adjudication tariff rate for small parcels, reducing it from 120% to 54%.This move has greatly reduced the level of bilateral tariffs, and many American importers and retailers have called and sent emails to place orders in a hurry, resulting in a sharp surge in the number of sea way bills.

Peterson, founder and CEO of digital freight forwarding company Flexport, posted:“Sea shipping orders from China to the United States have increased by 35% since the first day since the trade agreement was signed. A large backlog of orders is coming and the ship cabins will soon be sold out.”

On the evening of May 12, a logistics person in charge revealed thatOn that day, the company's booking and consultation volume soared 3 to 4 times compared with the recent period, and the business phone kept ringing, and the staff were busy.The person in charge of another logistics company, U.S. Line, also said that judging from the order data received, U.S. Line’s cabin is close to liquidation by the end of May. At present, domestic cargo owners who go to the US market are rushing to ship goods, and the cabin space is becoming increasingly tight. It is expected that overseas warehouses in the US destination port may also be in liquidation in the liquidation situation after June to July.

Overseas buyers responded quickly and positively. Taking Yiwu as an example, many local foreign trade merchants quickly received new orders, and the order scale was quite considerable. Previously, due to repeated hikes in the early stage, many US customers who have already placed orders demanded a temporary suspension of shipments, resulting in merchants facing pressure from inventory backlog and capital turnover. However, this tariff reduction has left at least a 90-day shipping window. American customers whose inventory is almost bottoming out have begun to place orders frantically, and workers at Yiwu factory are busy again, working overtime to deliver goods.

Many cross-border sellers have also ushered in the explosion of orders. A cross-border seller who mainly sells sunshade equipment accounts for a high proportion of orders from the US market. On the night the tariff was lowered on May 12, an American customer directly asked for the next container of goods, with a value of up to US0,000. Even when the tariffs were raised by 145%, the American customer still firmly booked a container. Now the tariffs have been lowered. Not only does the customers not have to pay high tariffs, but they also don’t have to grab the containers with everyone, and they are even considering whether to set up a third cabinet.

Another long-term American old customer also plans to place an order, with a total amount of around US0,000. On the night the tariffs were lowered, he received an order of more than one million yuan. The seller roughly estimates that the tariffs on RV awnings have dropped from 153.8% to 38.8%, and the tariff reduction of more than 100% has accelerated the speed of orders placed by US customers. American customers who make up the order are very anxious and hope that the seller can complete production within one month as soon as possible. Because the subsequent goods will have to float on the sea for one month, everyone hopes to seize the 90-day shipping window.

Cross-border sellers who mainly sell furniture products also gain a lot. On the day the tariff was lowered, four new orders were received, totaling US0,000, almost up to the total order amount of the usual half-month. This week, we plan to send out 8 containers to the United States. The seller said that many of the company's American customers are Amazon sellers, and they are afraid of being out of stock. When the tariffs are constantly raising, although the orders are placed, they are not allowed to ship. The seller only has a deposit of 30%, and is very worried. Now that the customer has paid the final payment, he has notified him to ship the goods as soon as possible. There are even a few anxious customers who directly ask some of the goods to be fed directly by air.

In addition to the continued orders of American customers, in addition to the continued existence of consumer demand, it also lies in the advantages of China's supply chain. A survey by Alibaba International Station shows that the impact of tariffs on the procurement model of US buyers varies by buyer type, with private brand buyers being least affected, while Drop Shipper (middleman) being the most affected. But overall, China's supply chain still has unique advantages around the world. It is difficult for the US small and medium-sized enterprises to transfer supply chains, and it is difficult to find suppliers outside of China in the short term, and they are dependent on China's supply chain.

An American seller on Amazon platform said that even if the tariff policy changes, he still insists on customizing products from Chinese factories because these products are needed, and the loss is greater if there is no stock to sell. Another American seller also believes that China has all advantages in the manufacturing field, and no other country can match it in the next 10-15 years.

The 90-day window period may be the beginning of a new round of "rush to freight" for cross-border sellers specializing in the US market. Previously, due to the impact of high tariffs, China's shipments to the United States have been greatly reduced, and shipping capacity has been gradually allocated to the European Line and Latin American Line. The Port of Long Beach, California, is one of the busiest ports in the world. Recently, due to the influence of US government tariff policies, freight volume has dropped by about 30%. Nowadays, everyone is rushing to ship, and the market pace is very tight. At present, all routes to the United States are close to explosives by the end of May. Cross-border sellers unanimously agree that they need to strive to prepare more overseas warehouses for the United States during the 90-day window period to avoid some uncertain policy changes after 90 days.

Cross-border e-commerce platforms are also actively taking action, continuing to invest in expanding the scale of American buyers, helping Chinese merchants seize the 90-day shipping window, and at the same time accelerating the construction of local warehouse networks to help Chinese sellers catch the subsequent purchase increase in the US market. It can be foreseen that during this 90-day window period, China-US cross-border trade will usher in new development opportunities.