中美关税战升级，航空货量首次下降，空运单价反而飙至美金3.94/KG！

根据WorldACD Market Data的最新每周数据，从3月下旬开始的全球吨位放缓上周加速，中国和香港至美国的航空货运需求略有下降，而随着关税的宣布，运费也有所上涨。

在截至4月6日的一周（第14周），来自中国和香港的需求比前一周下降了1%，这是年初以来的首次下降。然而，货量仍比去年同期高出3%。

亚太地区的总体需求周环比下降约7%。

来自亚太地区的航空货运价格环比上涨4%，平均现货价格上涨5%，达到每公斤3.94美元。

全球航空货运需求在第14周减弱，WorldACD的数据显示，与前一周相比下降了7%。

这家航空货运市场数据提供商将下降归因于标志着斋月结束的开斋节假期，以及美国新关税和取消对来自中国和香港的货物的“最低豁免”引发的贸易战日益增加的不确定性。

WorldACD表示：“其中约一半是由于斋月结束时开斋节期间预订量的季节性下降，而另一半则反映了全球对最新一波美国关税和取消美国对来自中国和香港的货物的最低豁免所引发的贸易战的不确定性”。

尽管如此，尽管最近有所下降，全球需求仍比去年同期高出6%。

WorldACD表示，除中美洲和南美洲外，上周大多数地区的平均航空货运率都有所上升。价格环比上涨2%，达到每公斤2.52美元，与去年同期相比增长2.9%。

然而，它警告说，随着中美之间的紧张局势升级，未来几周的前景可能会发生变化。

报告称：“正如上周的报告所强调的那样，尽管（亚太地区）的需求在2025年第一季度保持相当强劲（同比增长3%），但随着全球不确定性似乎开始影响国际贸易流动，我们可能会看到不同的趋势。”。

“最不祥的是美国和中国之间不断升级的关税，但美国对其他地方关税立场的频繁变化促使公司在库存水平较高的情况下推迟决策，直到计划下一步行动变得清晰为止，”它补充道。

华盛顿计划对中国进口商品征收145%的关税，而北京将以125%的关税率作出回应。

与此同时，美国已暂时搁置几个国家的关税，为期90天，这反映了美国所谓的“贸易伙伴报复和结盟”。

WorldACD表示：“随着美国90天未暂停的新关税于4月9日星期三生效，预计下周的报告将更清楚地显示其对某些贸易流动的影响”。

The slowdown in global tonnage that began in the latter half of March accelerated last week, according to the latest weekly figures from WorldACD Market Data, with air freight demand from China and Hong Kong to the United States (U.S.) falling slightly and rates increasing amid tariff announcements.

In the week ending April 6 (week 14), demand from China and Hong Kong dropped 1% compared to the previous week, marking the first decline since the start of the year. However, volumes remained 3% higher than the same week last year.

Overall demand from the Asia-Pacific region decreased by approximately 7% week on week.

Pricing for air cargo originating from Asia Pacific increased by 4% week-on-week, with the average spot rate climbing 5% to US$3.94 per kg.

Worldwide air cargo demand weakened during week 14, with data from WorldACD showing a 7% decline compared to the previous week. 

The air cargo market data provider attributed the drop to the Eid holidays marking the end of Ramadan and growing uncertainty over a trade war fueled by new U.S. tariffs and the removal of "de minimis exemptions" for shipments from China and Hong Kong.

"About half of this was due to a seasonal drop in bookings during the Eid holidays at the end of Ramadan, while the other half reflects worldwide uncertainty over a trade war triggered by the latest wave of US tariffs and the removal of US de minimis exemptions for shipments from China and Hong Kong," WorldACD said.

Nonetheless, despite the recent decline, global demand remains 6% higher than the same period last year.

WorldACD said average air cargo rates increased across most regions last week, with the exception of Central and South America. Rates climbed 2% week-on-week to US$2.52 per kg, marking a 2.9% increase compared to the same period last year.

It cautioned, however, that the outlook could shift in the coming weeks as tensions escalate between China and the United States. 

"While demand out of the [APAC] region has remained fairly robust during the first quarter of 2025, as highlighted in last week's report (up 3%, YoY), we might see a different trend going forward as global uncertainties seem to start impacting international trade flows," the report said.

"Most ominous there are the escalating tariffs between the US and China, but frequent changes in the US stance on tariffs elsewhere have prompted companies to postpone decisions while their inventory levels are high from front-loading until there is some clarity to plan their next moves," it added.

Washington plans to impose 145% tariffs on Chinese imports, while Beijing is set to respond with its own 125% tariff rate.

Meanwhile, the United States has temporarily put tariffs on hold for several countries for a 90-day period, reflecting what the U.S. called "trading partner retaliation and alignment."

"As the new US tariffs that have not been put on hold for 90 days came into effect on Wednesday, 9 April, the impact is expected to be more clearly visible on certain trade flows in next week's report," WorldACD said.