Sino-U.S. reciprocal tariff reduction implemented; concentrated orders will be replenished and ports will face peak period.

On May 12th, the "Joint Statement of China-US-Japan Trade and Economic Talks in Geneva" was officially released, with both China and the US agreeing to significantly reduce bilateral tariff levels. As tariffs were unbound, a rush of shipments emerged, with foreign trade companies competing for a 90-day buffer period. Previously backlogged orders were rapidly released, shipping cabin bookings sharply increased, and freight rates also rose accordingly. Zhong Zhechao, the founder of Yi Shipping, stated in an interview that less than 24 hours after the China-US joint statement, shipping companies immediately resumed raising prices. By June, the freight rate for containers from the US to the West Coast had already reached $6,000. "During the 3-month window period, American buyers will seize the opportunity to place orders quickly, so there will be a strong demand-and-supply trend in the near future."