Core Viewpoint - The shipping market between China and the United States is experiencing a rapid recovery in both sea and air transport due to eased tariffs, leading to significant increases in freight rates and cargo volumes [1][2]. Group 1: Sea Freight Market - The "rush shipping" logic is driving an early peak season for routes to the U.S., as companies are stockpiling inventory in anticipation of potential policy uncertainties [1]. - The Shanghai Shipping Exchange reported a 10% increase in the Shanghai Containerized Freight Index (SCFI) to 1479.39 points, with a notable 31.7% rise in market rates from Shanghai to U.S. West Coast ports [1]. - Freight rates from major Chinese ports to New York have surged approximately 55%, with current quotes ranging from $3700 to $4550 per container [2]. Group 2: Air Freight Market - The air freight market is also seeing a significant rebound, with a reported 10% increase in air freight rates and tight capacity due to rising demand from companies like Amazon [2][3]. - The "90-day window" is expected to boost air cargo volumes on trans-Pacific routes, although the long-term outlook remains uncertain [3]. Group 3: Market Dynamics - The potential for port congestion in the U.S. is high due to increased trade volumes, which may lead to ships being forced to wait offshore, consuming capacity and complicating logistics [2]. - The limited ability to increase air freight capacity quickly due to reliance on cargo and passenger aircraft means that price adjustments are the primary method for airlines and freight forwarders to manage supply and demand [3].