Core Insights - Amazon has announced multiple logistics product and service updates to assist sellers in preparing for the upcoming year-end shopping season [1] Logistics Product Updates - The FBA Inbound Shipment Tracking system has been upgraded with a new Smart Reroute feature, enhancing existing shipment tracking capabilities to improve warehouse entry efficiency and logistics visibility while reducing the risk of delays [1] - Amazon Global Logistics has introduced AGL Split Warehouse Optimization (SMP) and air freight services between China and the U.S. [1] - The AWD West Coast warehouse, designed for palletized inbound storage, officially commenced operations in Q3 [1] Seller Support - Amazon's initiatives aim to help sellers address issues related to warehouse delays and complex logistics management, particularly during peak sales periods [1] - The upgraded FBA Inbound Shipment Tracking system, along with the new Smart Reroute feature, is expected to significantly enhance sellers' logistics operational efficiency and visibility, allowing them to focus on product selection and sales during the busy season [1]

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].