2021年美国集装箱货物进口趋势

Prospects of US container cargo imports in 2021

关键提示2021年上半年美国进口箱量将比去年同期增长22.1%,并将创造新的纪录。当下美国消费者在实物商品上的支出仍高于服务支出,许多企业的商品销售超过了现有库存,进而推动进口的增加,这将继续对供应链带来压力,并推高2021年的运输成本。根据PIERS的数据,今年1月份美国从亚洲的进口箱量同比增长了14%,是2019年1月年化增幅的两倍多。相比之下,2020年1月的年化降幅达2.9%。

On store shelves,in warehouses,in trailers and containers,US shippers are coming up short.The sale of goods at many businesses is outstripping available inventory,and that will keep pressure on supply chains,constraining capacity and pushing up transportation costs throughout 2021.Shippers such as Yeti Holdings,Mohawk Industries,Columbia Sportswear,and Peloton Interactive have struggled to keep adequate inventory and determine what level of inventory is needed,and Peloton Interactive is spending millions of dollars to expedite delivery of its exercise equipment.Shippers large and small are still struggling today,as supply chain disruption collides with US consumers who are still spending more money on physical goods than services,drawing down inventories across many industries.US retailers are projecting that imports in the first half of 2021 will increase 22.1 percent over the same period last year and,more importantly,that each month will set a new record for import volumes for those months.Those containers swamping US ports are slowing an increase in production at US manufacturers that rely on components sourced overseas.Manufacturers also are trying to build up invento ries,although their shortfall tends to be sma er than that of retailers.