“从未因为成本增加30%而如此高兴”！美企开启新90天“囤货期”，运输需求推高海运费

Core Viewpoint - The recent 90-day tariff reduction agreement between the US and China has prompted American companies to quickly restart their supply chains with Chinese manufacturers, potentially leading to increased shipping congestion and rising costs [1]. Group 1: Impact on Shipping and Supply Chains - American companies are attempting to stockpile products during the 90-day window to prepare for potential tariff increases afterward [2]. - The previous tariffs had significantly reduced shipping demand, with reports indicating a decrease in shipping frequency from once a week to twice a month for certain routes [2]. - There is an expectation of increased shipping activity as companies rush to ship products that were previously held up in Chinese warehouses [2][3]. Group 2: Company Responses - Health product manufacturer Therabody has resumed production in China and is accelerating output, with its CEO expressing satisfaction despite a 30% increase in costs [2]. - Bogg Bag has reversed its earlier price increase decision and is resuming production, while also planning to cut its product line by 45 items to avoid rushed production [3]. - Net Health Shops LLC is considering shipping previously paused containers from China, anticipating that the tariff reduction will help alleviate supply shortages [3].