Group 1 - The core viewpoint indicates a significant adjustment in the port and shipping sector, leading to a sharp decline in the stock price of Ningbo Ocean (601022), which hit the daily limit down [1] - Other companies in the sector, such as Lianyungang (601008), Ningbo Shipping (600798), Nanjing Port (002040), and Phoenix Shipping (000520), also experienced declines in their stock prices [1] - There is a noted influx of dark pool capital into these stocks, suggesting potential interest from institutional investors despite the current downturn [1]

Core Viewpoint - The recent strong performance of A-share port, shipping, and logistics sectors is driven by the anticipation of increased trade activity due to the temporary suspension of tariffs on U.S. imports starting May 14, 2025 [1][2]. Group 1: Trade Policy Changes - The State Council Tariff Commission announced adjustments to tariffs on U.S. imports as part of the outcomes from the high-level Sino-U.S. economic talks held in Geneva [1]. - The U.S. issued an executive order to adjust tariffs on China, effective from May 14, 2025, which is expected to create a "window period" for businesses to increase trade [1]. Group 2: Market Reactions - Companies are rushing to ship goods before the new tariffs take effect, leading to a surge in shipping demand and tight market conditions [1]. - Analysts predict that the next 90 days will see a significant increase in Chinese exports as businesses aim to capitalize on the lower tariff rates [1][2]. Group 3: Expert Opinions - High-profile analysts, including those from Goldman Sachs and the Center for Strategic and International Studies, expect a notable increase in trade volume during the 90-day negotiation period, as companies seek to maximize their import activities [2].