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国际贸易亚甄研究院 · 2026年10月25日

美对华船舶港费暂停拟再延两个月:政治宣布与法律生效之间,隔着一份联邦公报

美国贸易代表办公室10月23日提出,把对华关联船舶港口费的暂停期从11月9日延至2027年1月9日,联邦公报通知定于10月26日刊登。对货主而言,这是一段明确但有限的窗口期。

美对华船舶港费暂停拟再延两个月:政治宣布与法律生效之间,隔着一份联邦公报

美国贸易代表办公室(USTR)10月23日提出一项拟议通知,将针对中国拥有、运营及建造船舶的301港口费暂停期再延长两个月:从原定的2026年11月9日到期日,顺延至2027年1月9日。联邦公报通知定于10月26日刊登,公众意见截止10月30日。覆盖范围除船舶港口费外,还包括中国制造岸桥与货物装卸设备的加征关税,一并继续维持暂停。

这份通知的真正意义,在于把9月下旬的政治宣布落到法律层面。9月23日,美国财政部长公开宣布中美将休战安排延长至2027年1月10日,其中包括互惠港口费继续暂停。但原有的暂停是靠USTR一份联邦公报通知实现的,带有自己的生效日和终止条款——没有新通知,费用在法律上仍会按期恢复。过去几周,行业媒体一直在追踪这个宣布了但没落地的空档,此次拟议通知正是补上的那一步。两个细节值得留意:拟议的暂停窗口到1月9日,比财长宣布的1月10日早了一天;且这份美方文件并未确认中方同步延长其对美关联船舶的反制费用。

回看这项费用的历史节奏,对货主的启示很直接。费用2025年10月14日开征、11月10日即暂停,实际执行不足四周;暂停期间,美国承运人Matson披露承担了约640万美元的中方对等费用,而中远海运此前曾被估算每年面临约15亿美元的美方收费。这些数字说明,一旦费用恢复,成本不会停留在船公司的报表里,最终会沿运价传导到每一票美线货物。换句话说,这两年的暂停不是费用消失了,而是费用处于待命状态,合同和预算都应当按随时可能恢复来设计。

对正在安排四季度至明年一季度美线出货的货主,我们建议把1月9日当作一条明确的时间线来用。第一,风险偏好低的货物尽量安排在窗口期内装船,赶在潜在恢复日前完成主要航段;已有意向的长约谈判,也可以争取把价格有效期覆盖到1月9日之后再谈,避免在恢复日前的最后几天被动接单。第二,与承运人逐条确认报价中的费用条款:若1月9日后费用恢复,新增港口费由谁承担、按什么口径触发调价,要落在书面确认件里,口头承诺在费用类争议面前几乎没有约束力。第三,留意1月9日之后的更大变数——美方在《海事行动计划》下正酝酿对所有外国建造商船征收港口费的更宽口径方案,按每公斤进口货物计费的设想一旦推进,费用面可能从中国关联船舶扩大到几乎全部远洋船队,远期美线成本中枢需要按这个方向预留。第四,暂停期内中国建造船舶存在回流美线的可能,舱位选择上不妨多做一轮比价,承运人结构的边际变化往往会带来价格弹性,这种弹性在传统旺季尾声尤其明显。

政策的钟摆在暂停与恢复之间反复,货主能做的不是预测,而是把每个时间节点转化成合同条款和订舱节奏。窗口期是确定的,窗口的尽头是不确定的——按这个顺序安排出货,成本与交期都更可控。

English Version / 英文版

US Port Fee Suspension on China-Linked Vessels Set to Run Through January: How Shippers Should Use the Extra Two Months

The Office of the US Trade Representative (USTR) proposed on October 23 to extend the suspension of Section 301 port fees on Chinese-owned, Chinese-operated and Chinese-built vessels by two more months: from the current expiry of November 9, 2026 through January 9, 2027. The Federal Register notice is scheduled for publication on October 26, with public comments due by October 30. Beyond the vessel fees themselves, the suspension also continues to cover duties on Chinese-made ship-to-shore cranes and cargo-handling equipment.

What makes this notice significant is that it converts a political announcement into a legal reality. On September 23, the US Treasury Secretary publicly stated that the truce between Washington and Beijing had been extended to January 10, 2027, including the continued suspension of reciprocal port fees. But the original suspension was created by a USTR Federal Register notice with its own effective date and termination clause, and only a new notice could legally extend it. For weeks, trade publications had been tracking this gap between what was announced and what was binding. Friday's proposal is that missing formal step. Two details are worth noting: the proposed window runs to January 9, one day earlier than the January 10 date cited by the Treasury Secretary, and the US document does not confirm whether China will extend its own suspension of retaliatory fees on US-linked vessels.

The short history of these fees carries a clear lesson for shippers. The charges took effect on October 14, 2025 and were suspended on November 10, meaning they were actually enforced for less than four weeks. During that brief window, US carrier Matson disclosed roughly 6.4 million dollars in reciprocal Chinese port fees, while COSCO had earlier been estimated to face about 1.5 billion dollars a year in US charges. The point is that if the fees return, the cost will not stay on carriers' balance sheets; it will flow through freight rates onto every US-bound shipment.

For shippers planning Q4 and early-2026 US-bound cargo, we suggest treating January 9 as a hard date on the calendar. First, move risk-sensitive cargo within the window, completing the main ocean leg before the potential reinstatement date. Second, go through your quotations with carriers line by line: if fees resume after January 9, who bears the new port charges and on what basis prices adjust should be written into the booking confirmation. Third, watch what comes after January 9. Under its Maritime Action Plan, the US administration is weighing a much broader fee regime covering all foreign-built commercial vessels, which could expand the cost base from China-linked ships to virtually the entire ocean fleet. Fourth, during the suspension window, Chinese-built tonnage may redeploy back to US trades, so it is worth running an extra round of carrier comparisons, as marginal shifts in fleet structure often create pricing flexibility.

The policy pendulum will keep swinging between suspension and reinstatement. Shippers cannot predict it, but they can convert every timeline into contract terms and booking rhythm. The window is certain; what lies beyond it is not. Planning in that order is what keeps both cost and transit time under control.

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