In January 2024, the U.S. imported 2273125 TEUs of 20ft TEUs. This figure is 79%, a year-on-year increase of 9 from January 20239%。According to the statistics of the Zhimeitong Research Institute, 7The 9% increase was the highest monthly increase in January since 2017.
Through the breakdown of the data, it can be found that China's export data to the United States in January rose by 14% year-on-year9%。Zhimeitong Research Institute believes thatAdvance shipment arrangements for Chinese factories and logistics companies during the Lunar New Year holiday played a significant role in boosting the U.S. import data for January**.
Against the backdrop of rising total imports, there was a clear polarization of imports at major U.S. ports in January. Among them, the throughput of ports in the west of the United States has increased significantly, while the throughput of ports in the east of the United States has decreased.
Although the volume of U.S. imports continues to rise, the team of Zhimeitong Research Institute believesAt present, the U.S. macro economy and the ** chain industry are still affected by many uncertain factors. These potential risks will pose greater challenges to the operation of related enterprises in 2024.
First, the U.S. port labor and management agreement, the International Longshoremen's Association (ILA) and the United States Maritime Alliance (USMX), is set to expire in September 2024Both parties will face significant challenges in the subsequent renewal negotiations. At present, the negotiators of the International Longshoremen's Association (ILA) have publicly stated that they will not negotiate the renewal of the contract under the original contract framework, and the management must make comprehensive concessions on many aspects, including wage levels, extra leave, restrictions on terminal automation, etc.
Second, although there are generally optimistic expectations for a soft landing in the United States, according to the latest report from the New York Fed, as of December 2023, there are more than 31% of personal debt went into arrears. According to the calculations of the Zhimeitong Research Institute,At the current rate of debt growth, the U.S. will have 85% of credit card debt goes into delinquency (more than 30 days overdue), totaling about $96 billion, while there will also be 77% of car loans went into arrears, totaling about 120 billion.
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