海运旺季可能提前，“中国制造”加快生产，中美集装箱订单激增近300%

Group 1 - The core viewpoint of the article highlights a significant increase in container shipping orders from China to the U.S. following the announcement of a phased consensus on tariffs between the two countries, with orders surging nearly 300% [1][3] - Data from Vizion indicates that the average container orders from China to the U.S. rose to 21,530 TEUs in the week ending May 14, compared to only 5,709 TEUs in the previous week, marking a 277% increase [1] - Major shipping companies, including Maersk and Hapag-Lloyd, reported increased booking volumes for trans-Pacific services, with Hapag-Lloyd noting a 50% rise in orders within the first three days of the week following the tariff announcement [3] Group 2 - The logistics company Portless stated that the agreement between the U.S. and China has allowed Chinese factories to resume orders and shipments, with clients indicating a shift to full production mode [3] - Analysts predict that the suspension of most tariffs may lead to a rise in freight rates, with estimates suggesting a potential 50% increase in shipping costs within the next ten days [3][4] - The CEO of Bogg Bag mentioned accelerating production of bags from China to meet demand before the potential tariff increase in August, indicating a strategic shift in manufacturing focus [4] Group 3 - Freightos warned shippers to prepare for congestion, delays, and capacity shortages in the coming weeks, as the Los Angeles port, the busiest in the U.S., is expected to experience increased activity [4] - The executive director of the Port of Los Angeles expressed that the 90-day tariff suspension is beneficial for consumers, U.S. businesses, workers, and the supply chain [4]