The Tianfeng Securities Research Report points out that since late April, shipping companies, multi-purpose shipping companies, and box builders in the shipping industry chain may benefit from the recovery in freight demand, peak season, rush shipping, etc. European and American routes are greatly affected by supply and demand, and freight rates have risen sharply, which may be transmitted to offshore and domestic trade routes in the future; consolidated cargo may spill over to multi-purpose ships, driving up freight rates. Freight forwarding companies benefit from price increases. Under the integrated logistics service model, single-box profits are expected to increase; air freight benefits from the overflow of consolidated cargo, driving freight rates to rise. Container manufacturing benefits from lack of containers, and container production is expected to double and prices to rise in 2024.