After the reduction of tariffs between China and the United States, there is an opportunity for the repair and restructuring of the shipping chain.

According to the Zhtng financial APP, on May 12th, China and the United States announced a significant reduction in tariffs. The average tariff imposed by the US on China decreased from 145% to 30%, with China simultaneously canceling retaliatory tariffs of the same proportion. This unexpected policy adjustment not only injected stability into the China-US economic and trade relations, but also stirred up waves in the capital markets. This article combines the latest research from UBS with market dynamics, focusing on the strategies for the Chinese stock market after the tariff reduction, and analyzing the repair logic and investment opportunities in the Sino-US shipping chain.