由于关税不确定性和高库存,美国集装箱进口品在2025年10月下降了7.5%,预计进一步下降至2026年。 U.S. container imports dropped 7.5% in October 2025 due to tariff uncertainty and high inventory, with further declines expected into 2026.

美国集装箱进口量在2025年10月逐年下降7.5%,达到230万个标准箱,中国的货运量下降了16.3%,尽管月均增长了5.4%。 U.S. container imports fell 7.5% year-over-year in October 2025, reaching 2.3 million TEUs, with shipments from China down 16.3% despite a 5.4% month-over-month increase. 在关税不确定性,包括降低芬太尼关税和延迟互惠关税的情况下,进口商谨慎行事,促使关税下降。 Declines were driven by importer caution amid tariff uncertainty, including a reduced fentanyl tariff and delayed reciprocal tariffs. 假日库存水平仍然很高,促使人们预测继续下降,预计到2026年初,总量将保持在200万个标准箱以下。 Holiday inventory levels remain high, prompting forecasts of continued drops, with volumes expected to stay below 2 million TEUs through early 2026. 全国零售联合会预测,2025年的进口量为2 490万箱,低于2024年,而假日销售量预计将增长3.7%至4.2%。 The National Retail Federation projects 2025 imports at 24.9 million TEU, down from 2024, while holiday sales are expected to grow 3.7% to 4.2%.