1. In the first half of 2023, the overall cargo volume of imported containers in the United States fell by 20.57% compared with last year. Among them, the volume of container cargo from mainland China to the United States fell by 23.74% year-on-year, so that the Chinese mainland's container accounted for 57.13% of the total number of imported containers in the United States fell to 54.85%.Three countries' exports to the United States experienced a decline of less than 10%, outperforming other regions. Specifically, South Korea's exports decreased by 8.59%, Japan's by 4.55%, and Turkey's by 8.39%. There were four countries with year-on-year growth, including Indonesia, Saudi Arabia, Bangladesh and Cambodia, especially Saudi Arabia, which increased by 85.17% year-on-year!

2.However, in the first half of 2023, there were also some changes in the China-United States container liner shipping companies, which will not be commented on one by one. Among them, the proportion of cargo volume of the shipping alliance is steadily rising, and the newly minted minority shipping companies leave the field early because of casualties in the price war during the epidemic, as well as the insistence of special ships or feeder shipping companies.

3.So is there hope for the US in August? Today we look at the supply of container capacity on the United States line, which is still not optimistic about supporting freight rates. American Lines are increasing the capacity they will deploy in August and September as they will have to take on new container ship launches, which will put downward pressure on spot rates that do not have a strong peak season. From the third party forecast data, by the fourth week of August this year, the United States line capacity will increase 19.2%, to the beginning of September this year, the United States Line capacity is expected to increase 25.2%. However, for the forecast of demand, although the current month-on-month rise but still down year-on-year, the volume of goods until October, November will barely be the same as last year or a small single-digit growth.

4.Finally, let's analyze the ranking and change of China's exports to the United States. I found that the vast majority of commodity categories are in the same proportion of decline, only the railway, tram locomotives, rolling stock and their parts in this category of our exports to the United States is growing year-on-year, and is a double digit growth, made in China is amazing!

Finally, I would like to share some sunsets left on the way~