The recent U.S. tariff policy against China, effective from May 14, 2025, has triggered fluctuations in the global supply chain. According to the China-U.S. economic and trade agreement, the U.S. will lift 91% of the tariffs imposed on China and suspend 24% of tariffs for 90 days, while China will simultaneously adjust its countermeasures. After the policy adjustment, U.S. companies in the toy and home appliance sectors are accelerating restocking from China. The Port of Los Angeles expects a rebound in container shipping volume in the coming weeks, with some shipping routes potentially seeing a 20% increase in freight costs. However, the tariff adjustments have not completely eliminated the impact; U.S. consumers still face a 30% tax rate, and retail sectors such as toy stores are experiencing product shortages and price increases due to supply chain disruptions, with some businesses facing urgent inventory shortages. Economists warn that the remaining 10% tariffs, combined with fentanyl-related measures, will continue to drive up production costs for U.S. companies and consumer prices. Despite a short-term rebound in trade volume, U.S. businesses remain anxious about the policy direction after 90 days and are calling for the establishment of a long-term stable mechanism.