对外贸易区委员会2024年度报告要点：FTZ 2024：美国贸易流量背后的数字

FTZ 2024: The NumbersBehind U.S. Trade Flow Key Takeaways from the Foreign-TradeZones Board’s 2024 Annual Report Receipts • Exports • Jobs • States • Sectors FTZ Merchandise Received:Back Near Peak Levels FTZ receipts hit $963.8 billion in 2024 — the second-highest on record —rebounding from the 2023 dip. $963.8 Billion +$338.9 Billion 2004–24 Long-TermTrend Window Increase Since 2020 MerchandiseReceived (2024) ProductionShare (2024) Receipts rose from $624.9 billion(2020) to $963.8 billion (2024), withproduction remaining above 60%. Receipts returned to near-peaklevels, ranking second-highest onrecord (behind 2022). The long-run trajectory isupward, with disruptions in 2020and 2023 followed by recovery. Activity mix remains stable,with production at 61% versus39% warehouse/distribution. FTZ Exports Stayed Strong FTZ exports reached $133.5 billion in 2024—third-highest ever —resilience despite softer global momentum. Exports (2004–24):Elevated plateaus after 2018, with peaks in 2022–2023, and 2024 still amongthe top years. This aligns with the broader U.S. trade recovery — with 2024 annual exports risingfrom 2023, according to BEA and Census — suggesting FTZ exporters maintained throughputdespite softer global demand. Exportsfrom FTZs were$133.5 billion,thethird highestever, following 2022 and 2023—evidence that outbound shipments from FTZ facilities remain elevated even amid slower globaltrade momentum. Note: These export figuresexclude indirect exports(outbound shipments which make U.S.customs entry prior to exportation), which would significantly increase the impact FTZs have onU.S. exports. The USITC found that77% of export FTZ shipments were indirectly exported. FTZ Jobs: Production Dominatesthe Workforce Employment reached ~543K— the second-highest on record — with82% tied to production and led by the top job states: Texas, Arizonaand California. Employment within FTZ operations was~543K, also second highest on record, with productionaccounting for~82%of FTZ jobs vs.~18%in warehouse/distribution (W/D)—underscoring thatFTZ jobs are primarily tied to production rather than storage or distribution . A Decade of Sector Shifts(2015–24) Electronics surged, auto stayed foundational and energy/pharma re-shaped the mix — here’s what changed most. Decade at a Glance (2015-24) 6.9%Vehicle PartsCAGR(2015–24)Parts outpaced vehicles,indicating sustained productionintensity in the auto supply chain. $26.9 Billion $43.5 Billion $121.8 Billion Petroleum andPetrochemical(2024) ElectronicsStack(2024) Vehicles(2024) Vehicles remain a pillar, reachinga new 2024 high. Electronics is the dominantgrowth engine by 2024total value. Refined labels make energycategories more visible in themost recent years. Early in the decade, oil and petroleum dominated production receipts,with autos, electronics and machinery consistently near the top. In the recent years, pharmaceuticals gained share — particularly from2021 to 2023 — while vehicle parts and crude and petroleum productsremained core. Electronics and machinery and equipment also stayedstructurally important. Fastest-Growing Sectors (2015–2024) By cumulative growth (%), highlighting the largest increases. $29,370mVehicle Parts+$13,308m,+82.9% $20,055mOther Consumer Products+$6,826m,+51.6% $62,416mConsumer Electronics+$35,373m,+130.8% $43,546mVehicles+$10,238m,+30.7% $20,479mMachinery/Equipment+$6,644m,+48.0%