和讯投顾钱桑晨：港口航运板块热度飙升，长期视角看面临压力

Core Insights - The port shipping stocks have surged over the past five days, outperforming 99.35% of other sectors in the market, primarily due to mutual tariff reductions and a 90-day window period, which has released previously suppressed procurement demand [1] - The increase in container bookings has skyrocketed by 277%, driven by U.S. companies accelerating inventory accumulation, providing short-term benefits to the sector [1] Long-term Outlook - From a long-term perspective, global economic weakness is expected to suppress shipping demand, with a significant number of new container ships entering service this year, alongside the recovery of Red Sea routes, leading to an increased risk of overcapacity and potential declines in freight rates [2] - For short-term investors, it is advisable to focus on shipping companies with a significant presence in U.S. routes, as the uncertainty surrounding tariffs in April has led to a notable withdrawal of capacity from U.S. routes, creating a gap that will take approximately 40 days to replenish, suggesting potential for significant increases in freight rates in the coming months [2]