2026年9月10日

Withstanding Trump’s pressure, how have Chinese factories grown stronger despite repeated setbacks?

(Washington/Beijing, 13th) One year after President Donald Trump reignited tariff tensions, Chinese ...

(Washington/Beijing, 13th) One year after President Donald Trump reignited tariff tensions, Chinese factories and ports remain busy ahead of Lunar New Year, with shipment demand pushing freight rates higher.

According to CNBC, manufacturers are rushing orders before the holiday shutdown. Guangdong-based Agilian Technology said its factory is running near full capacity, with U.S. clients largely maintaining orders.

China Beige Book International reported strong pre-holiday increases in orders, output, and profits. HSBC data showed container volumes at major Chinese ports surged 40% year-on-year.

The Shanghai Containerized Freight Index (SCFI) climbed above historical averages in January, with peak rates arriving about three weeks earlier than usual. Air freight rates to the U.S. and Europe also rose.

While companies are pursuing “China-plus-one” strategies in Southeast Asia and Mexico, experts say global supply chains are shifting toward de-risking rather than full decoupling.

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