美中贸易的当前状况

在新一轮关税出台后，美中之间的贸易流量仍远低于此前的水平。尽管近期某些指标显示双方关系部分领域趋于稳定，但整体双边贸易尚未恢复到征税前的规模。

project44 的分析发现

project44 发布的分析强调在审视期末出现的细微转变。他们的数据表明，美国对中国的出口在12月有所改善，中断了长期的同比下滑趋势。

12月出口回升的具体情况

12月出口的上升是几个月持续下降后的首个同比增长。此轮回升被描述为温和，但值得关注，因为它发生在出口普遍下滑的时期之后。

2025年关税和政策变化如何影响贸易

2025年的大部分时间里，贸易出现大幅下降，这与新实施的关税和贸易政策的变化有关。这些措施在减少跨境运输并改变两国之间的贸易格局方面起到了核心作用。

来自中国的进口持续疲弱

来自中国的进口仍然滞后，远低于去年同期水平。从中国进入美国的货物数量并未像出口那样出现相应的温和改善。

关税如何重塑采购和制造决策

新的关税环境促使许多公司重新考虑采购策略和制造布局。关税改变了采购决策，并促使众多企业减少在中国的制造，这也是进口持续疲弱的一个因素。

关键事实摘要

下面几点概述了报道的核心事实：

• 美中贸易仍远低于征税前水平
• project44 数据显示美国对华出口在12月有所改善
• 该12月数据是连续数月下降后的首个同比增长
• 出口反弹幅度有限
• 2025年大部分时间贸易因新关税和政策变化大幅下降
• 来自中国的进口仍远低于去年的规模
• 关税改变了采购决策，并使许多公司减少在中国的制造
• 出口出现早期恢复迹象，但进口尚未跟上

日常物流中日益上升的威胁

网络攻击在日常物流操作中愈发频繁，最新分析显示这一趋势正在加速。Everstream Analytics 的一份新报告强调了物流行业范围内日益增长的风险，并警告将出现显著升级。

对2026年的预测增长

Everstream Analytics 预计，在经历数年的快速增长后，针对物流公司的网络攻击在 2026 年将翻倍。该预测表明，近期内影响行业的事件将大幅上升。

监测的组织类型

该研究追踪了影响广泛物流参与者的事件。Everstream 具体跟踪涉及以下机构的泄露和攻击：

• 承运商
• 港口
• 第三方物流提供商（3PL）
• 其他物流服务提供商

自2021年以来的长期升级

报告发现近年来活动显著增加：针对物流运营的攻击自 2021 年以来上升了近 1,000%。这一增长反映的是持续的上升趋势，而非孤立的峰值。

2025 年的显著激增

仅在 2025 年，与物流相关的网络事件就增长了 61%，从 132 起报告案件增加到 213 起。这一单年跳升凸显出威胁环境恶化的速度之快。

攻击者策略转变与系统性风险

研究人员表示，攻击者正在改变战术。不再只针对单一公司，黑客越来越多地锁定共享的运输网络。由于这些网络连接着众多企业，一次入侵就可能在成千上万家公司间扩散并放大扰乱。

阅读全文出处

欲阅读全文分析，请参阅 Everstream Analytics 的报告及相关报道 阅读 Everstream Analytics 的完整报告

Partnership expansion announced

Chantilly, Virginia–based parcel carrier OnTrac and Austin, Texas–based ShipStation, the web-based e-commerce shipping platform, announced an expanded collaboration this week. The companies said the enhancement ties OnTrac’s delivery footprint into ShipStation’s shipping technology to give merchants additional shipping choices.

Network integration and coverage details

The expanded arrangement fully integrates OnTrac’s delivery network into ShipStation. OnTrac’s network reaches more than 75 percent of U.S. shoppers and covers 48 of the top 50 metropolitan areas, providing broad geographic reach for online sellers and logistics providers.

ShipStation capabilities included in the integration

ShipStation’s platform features are being made available alongside OnTrac’s network. The companies highlighted a set of advanced shipping tools now accessible together:

• Automated rate shopping
• Inventory management
• Returns and exchanges processing
• Analytics and reporting

Seven-day access and merchant impact

Both firms said the combined offering gives online retailers, third-party logistics providers, and marketplace sellers “seamless access to faster, more affordable shipping options seven days a week.” The integration is positioned to expand OnTrac’s reach to a wider pool of shippers and to add carrier choices inside ShipStation’s platform.

Comments from ShipStation and Auctane leadership

Rafael de la Vega, Senior Vice President of Business Development at Auctane, ShipStation’s parent company, described the companies’ long-standing relationship and the technical integration. He said ShipStation’s API and platform will expose OnTrac services so customers can find the shipping options that suit their businesses.

De la Vega said the partnership will streamline the shipping workflow on ShipStation by surfacing additional carrier choices and services when merchants select OnTrac, and that the firms will work to make integration simple for OnTrac customers while pursuing further growth opportunities together.

OnTrac perspective and economic benefits

Vijay Ramachandran, Vice President of Marketing, Product Strategy & Marketplaces at OnTrac, said the combination of OnTrac’s coast-to-coast, seven-day operations and ShipStation’s technology delivers more than convenience. He added it provides another fast-delivery option that can unlock cost savings for shippers.

OnTrac and ShipStation said merchants using the integration can realize materially better economics versus legacy national carriers—often up to approximately 30 percent lower total costs—while accessing features tailored to e-commerce, such as marketplace shipping support and custom delivery instructions.

How sellers connect and immediate advantages

ShipStation customers can add OnTrac through a direct, native account connection within the platform. That connection immediately enables seven-day pickup, transit, and delivery across OnTrac’s broad U.S. footprint.

The companies also noted eligibility-based services such as sub-1-pound pricing, and emphasized that the integration aims to simplify switching and shipping on the updated connection for merchants who want to take advantage of the new carrier option.

Competitive context and future plans

Ramachandran pointed out that OnTrac handled a record number of consumer packages in 2025 as shippers responded to pricing and service changes by legacy national carriers. He framed the partnership as an "exit ramp" from the parcel duopoly by providing faster delivery and lower total cost alternatives to UPS and FedEx.

Looking ahead, the companies identified several next steps, including:

1. Helping OnTrac customers integrate seamlessly with ShipStation
2. Expanding usage of newly available OnTrac capabilities inside ShipStation
3. Exploring additional joint innovations on shipping features and choices for merchants

Platform scale and merchant flexibility

ShipStation powers a significant share of U.S. parcel labels, and making OnTrac’s network fully available in the platform is intended to give merchants more options and greater flexibility when managing shipments. The expanded partnership is positioned to offer faster delivery, broad reach, and measurable efficiency without adding complexity to sellers’ operations.