【正文】马士基：中国对美出口上季度增长了5-10%，美国对中国的出口下降了25-30% [美国媒体]

Maersk CEO; "Chinese exports to the U.S. grew 5-10 percent last quarter. Meanwhile, U.S. exports to China fell by 25-30 percent."

航运巨头马士基的首席执行官称：“中国对美出口上季度增长了5-10%。与此同时，美国对中国的出口下降了25-30%。”

The man running the world’s largest container-shipping company says he has access to data that shows Donald Trump has so far failed to wean the U.S. off Chinese imports.

全球最大集装箱航运公司的负责人称，他获得的数据显示，唐纳德·特朗普迄今为止还未能让美国摆脱对中国进口商品的依赖。

Soren Skou, the chief executive of A.P. Moller-Maersk A/S, says Chinese exports to the U.S. actually grew 5-10 percent last quarter. Meanwhile, U.S. exports to China fell by 25-30 percent.

马士基首席执行官施索仁表示，上季度中国对美出口实际增长了5-10%。与此同时，美国对中国的出口下降了25-30%。

“It’s an ironic development,” Skou told reporters in Copenhagen on Wednesday. “But after Trump has turned up the volume, the U.S. has only increased their imports from China even more.”

施索仁周三在哥本哈根对记者说道：“这是一个具有讽刺意味的进展，在特朗普提高了关税之后，美国从中国进口商品的增长率甚至变得比以前更多了。”

There are two reasons behind the development, Skou said.

施索仁称，这一进展背后有两个原因。

Firstly, the U.S. economy is doing well so consumers there have more money to spend on imports, he said. Secondly, a lot of the really big U.S. companies are hoarding Chinese imports to buy as much as possible before tariffs kick in, he said.

他指出，首先，美国经济表现良好，因此消费者有更多的钱用于购买进口商品。其次，许多规模较大的美国公司都在囤积中国进口产品，它们都是在关税措施生效前被尽可能多地买入的。

“When we talk to our customers, we hear from many of them that they want to bring in a lot of goods before the end of the year,” Skou said.

施索仁说：“当我们与客户交谈时，我们听到许多客户说，他们希望在年底前带回来大量的商品。”

Maersk transports about a fifth of the world’s seaborne manufactured goods, so the company is in a unique position to gauge changes in global trade flows. Given Maersk’s reliance on free trade, Skou hasn’t shied away from criticizing Trump’s tariffs in the past.

马士基运输了全球约五分之一的海运制成品，因此该公司在衡量全球贸易流动变化方面有着独特的地位。有鉴于马士基对自由贸易的依赖，施索仁过去一直在批评特朗普的关税措施。

Part of the problem is that Trump is fighting an “asymmetric” battle, because China has a lot more clout than the U.S. when it comes to telling corporations how to act, Skou said.

施索仁说，部分问题在于特朗普正在打一场“不对称”的战争，因为在告诉企业应该如何采取行动方面，中国的影响力比美国大得多。

“Donald Trump can’t tell Nike, Walmart and The Home Depot that they can’t import from China,” he said. “So they will continue to import and will work on solutions and they may be hit a bit on their margins.”

他表示：“唐纳德?特朗普无法要求耐克、沃尔玛和家得宝不得从中国进口商品，因此，它们将继续进口商品，并致力于获得解决方案，它们的利润率可能会受到一些冲击。”

“Meanwhile, the Chinese state-controlled companies don’t need many signals from Beijing to lower their imports from the U.S.,” Skou said.

与此同时，中国国有企业则不需要北京方面发出太多信号就能减少从美国的进口”，施索仁说道。

The Maersk CEO also warned that China is having an easier time finding substitutes for U.S. products than the U.S. is in replacing Chinese imports.

这位马士基的首席执行长还警告说，与美国找到中国进口产品的替代品相比，中国更容易找到美国产品的替代品。

“The large U.S. importers aren’t considering building new factories in the U.S.,” he said. “What they are considering is whether they can buy in Vietnam, Bangladesh or India.”

他说：“美国的大型进口商没有考虑在美国建立新的工厂，他们正在考虑是否能在越南、孟加拉国或印度进行采购。”

According to Skou, that should leave Trump with little choice but to strike a deal with China, which he says may come “within the next quarters.”

据施索仁的看法，这将使特朗普别无选择，只能与中国达成协议。他表示这份协议有可能“在未来几个季度内”与中国达成。

But even if there’s a trade deal between China and the U.S., Skou says Maersk will prepare for lower trans-pacific trade next year.

但他也指出，即使中美之间达成了贸易协定，马士基将为明年减少跨太平洋贸易做好准备。

“There will be a price to pay for container lines in 2019,” he said. “What we plan for now, is that we have to take out a lot of capacity on trans-Pacific trade next year. There will be a high level of inventory build-up which needs to be brought down again and that will affect volumes.”

他表示：“到2019年，集装箱运输业将为此付出代价。我们现在的计划是，明年我们必须在跨太平洋贸易方面削减大量产能。届时将会出现高水平的库存积压，需要再次调低库存，这将影响到关税。”