and a)
On October 10th, the autumn air in Beijing was crisp, and the Ministry of Transport made a paper announcement, directly slapping the "special port fee for ships" on the Trump administration's face.
The paper is not long, but each line says the same thing: You add my fee, I add your boat;
If you want to fight, I will accompany you;
You want to talk, I welcome you.
In the circle of friends instantly.
"Finally waiting to attack the American ship!"
“$1,120 per net tonne, that’s enough for a US shipping company to drink.”
"Awesome, the step-by-step price increase is more punctual than Apple's mobile phone iteration."
Look at the full article, eight big words appear in the old high mind:
Precision, restraint, domineering, leaving room.
( 2 )
First, turn the timeline over again, so that no one is still in the cloud.
On April 17, the Office of the U.S. Trade Representative (USTR) in Washington, D.C., issued a 301 investigation conclusion:
Starting from October 14, 2025, as long as ships of China nationality, China manufacture, or Chinese company enter U.S. ports, sorry, an additional "port service fee" will be arranged.
The reason is the omnipotent formula – “threat to the national security of the United States.”
As soon as the news came out, the global shipping circle exploded.
China is the world's largest trader of goods and the largest shipbuilding country. One in three containers in the global container fleet has China ancestry.
The American knife, not China, but the global supply chain.
China did not rush up the table immediately, but returned coldly:
"It is being evaluated and will resolutely safeguard its own rights and interests."
The translation is-you wait for me to make a move.
(3)
This wait is 178 days.
In 178 days, China has done three things:
To bring the United States to the WTO, the procedure goes smoothly;
2. to review all domestic ports, shipowners and freight owners, and calculate the counter-cost;
Turn the legal toolkit to the bottom and ultimately lock the International Maritime Transport Regulations.
So, on the 10th of October, the National Day holiday just finished, the Ministry of Transportation released a big trick:
For American ships, the charges are based on "net tons", and the price increases are stepped up to a maximum of 1120 yuan/ton;
The same flight is accepted only once, covering the top five flights per year;
It came into effect on October 14th, and was "checked" on the same day as the US side.
To sum it up in one sentence:
You take my boat, I take your ton;
You fought a tariff war, I fought a port war.
If you get 301, I get $1120.
and 4 )
Someone worried: Chinese ports are not afraid of freight running light?
The old man said, worrying.
Look at the data first--
The world's top ten container ports, with China holding seven seats;
The two largest ports in the United States, Los Angeles and Long Beach, combined throughput last year was less than Ningbo Mountains.
Where shipping companies make money and vote with their feet.
Look at the details of the announcement again--
The same vessel shall not charge more than five flights per year.
The highlight is here:
Both let the U.S. ship flesh pain, and left the outflow of cargo to the Chinese-Korean fleet,
To the Global Shipping Alliance:
"Want to save money? Change flags, change shareholders, change routes, whatever you want,
Anyway, the final goods have to come to China. "
and V)
Others asked: Why did the price increase in stages?
The answer is simple:
At the end of the war, the worst is Sohar.
October 2025: $400, first let the U.S. enterprise finance do the account "Oh exempt" a voice;
April 2026: $640, exactly over a fiscal year, the CEO had to explain to the board of directors the decline in profits;
2027:880 yuan, the United States is warming up in the 2028 election year. Do you want shipping union votes?
2028: In an election year in the United States, if the Trump administration still wants to continue to provide "special treatment" to China ships, China's 1120 yuan will be launched first.
Every step is in line with the beat of U.S. financial reports, elections, and budgets.
Add political costs, financial costs, and time costs to
It is “to trade with the market, to exchange space with time.”
( 6 )
Of course, China did not close the door.
The announcement is written in black and white:
“Following the same flight to the port is no longer charged.”
“Our ministry will develop concrete implementation measures.”
Translated from adult:
Subsidies may be suspended, reduced or reversed.
As long as the United States is willing to return to the negotiating table,
Tomorrow, I can turn 1120 yuan into 0 yuan.
This is oriental wisdom-
Pull it up and give it a straw.
Raise the muzzle three inches, leaving the way back.
The Seven
When it comes to "turning back", we have to mention the old calendar of the Sino-US shipping agreement.
In 1988, President Reagan visited China and the two sides signed the "China-US Maritime Agreement."
There is only one core sentence: non-discrimination and most-favored nation.
For more than 30 years, Chinese ships have gone to the United States, American ships have come to China,
Although there were occasional frictions, they were generally peaceful.
Today, Washington has extended the stick of "301" to shipping,
It's equivalent to tearing off the words you signed that year.
China rejects “special port charges” for ships
It is called “reciprocity.”
Morally, it is called "treating others with their own methods."
In public opinion, it is called “famous teacher”.
(8)
A shipping veteran excitedly sent to Moments:
"After thirty years of running a boat, this is the first time I have seen the country take it out for us!
In the future, American ships will enter Shanghai Yangshan Port again.
A port worker said:
Pay 1120 yuan per ton, RMB, and cash first.
Yes!
Outside the screen, you can hear the rope blowing in the wind.
( 9 )
Of course, the story isn't over.
The American shipping giant will not sit and wait.
There is a high probability that there will be four acts next:
First scene: lobbying the White House, “China discriminates against U.S. ships, asking for exemptions”;
Act 2: Transfer some ships to Liberia and Marshall Islands to play "shell replacement";
Third scenario: counteracting China to the WTO and fighting the legal wheel of war;
Act 4: If the first three acts do not work, quietly send people to Beijing,
In the afternoon, in a meeting room in Beijing,
He asked softly,
“Can we reduce the rate by half?”
How will China answer?
The announcement has written the answer--
The door is open;
Fight, fight to the end.
(10)
Finally, a word to the White House:
Shipping is not a chip.
The chip can get stuck in the neck,
The ocean freight card is one's own ankle.
90% of the world's trade goes by sea,
You pushed Chinese ships out of U.S. ports.
It will only make American consumers feel inflation first;
You have made the Chinese port an enemy.
It will only make American agricultural products, shale gas, used cars
Swimming in the Pacific Ocean is longer, more expensive and more panicking.
China, on the other hand, is just in its own port,
Each ship gets a new ticket.
Ticket price, 400 in 2025, 1120 in 2028,
can be discounted, can be discounted,
There is only one premise:
Respect each other and go back to the rules.
At the end of the spring,
The storm just started.
Fighting and accompanying.
Talk, welcome.
China has long made the answer public.
Next, it depends on how the United States takes it.