The Tianfeng Securities Research Report indicates that shipping companies, multi-purpose shipping companies, freight forwarders, and box-building companies in the shipping industry chain may benefit from the recovery in cargo demand due to ship detours, flight suspensions, and port blockages since late April, and that peak season, rush shipping, etc. have boosted shipping prices. European and American routes are greatly affected by supply and demand, and the sharp rise in freight rates may be transmitted to offshore and domestic trade routes in the future; consolidated cargo may spill over to multi-purpose ships to drive up freight rates. Freight forwarding companies benefit from price increases and single-box profits are expected to increase under the integrated logistics service model; air freight benefits from the overflow of consolidated cargo, which drives up freight rates. Container manufacturing benefits from lack of containers, and container production is expected to double and prices to rise in 2024.