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As an important mode of transportation in international trade, the development of air freight is deeply affected by the global economic and trade situation. The adjustment of the US tariff policy will affect the direction and scale of trade between China and the United States, and indirectly affect the field of air freight. For example, the trade of electric vehicles, batteries and other products that were originally planned to be subject to tariffs may be suppressed, and related companies may readjust the supply chain layout and reduce the demand for cargo transportation, which will have an impact on the order volume of air freight.

On the other hand, changes in tariff policies may also prompt companies to look for alternative markets and suppliers and open up new trade routes. This may bring new demand for air cargo and push air transport companies to optimize their route networks and operational strategies. For example, some companies may turn their attention to other countries and regions and increase trade with these regions, thereby driving the opening and operation of new air cargo routes.

At the same time, such policy changes may also affect the cost and price of air cargo. Due to increased trade uncertainty, factors such as insurance costs and exchange rate fluctuations may lead to an increase in air cargo costs. In order to cope with cost pressures, air transport companies may take measures such as raising freight rates and optimizing capacity allocation to maintain operational efficiency and market competitiveness.

In addition, policy changes will also place higher demands on the service quality and efficiency of air cargo. In the case of unstable trade situation, customers will pay more attention to the timeliness, safety and traceability of cargo transportation. Air transport companies need to continuously improve their service level and use advanced technical means, such as the Internet of Things and big data, to achieve full-process monitoring and optimized management of cargo transportation to meet customer needs.

In short, although the delayed changes in the US tariff increase on Chinese imports seem to be limited to specific product areas, they have had a multi-faceted potential impact on the air transport and cargo industry through the transmission of the international trade chain. Air transport companies should pay close attention to trade policy trends and flexibly adjust their business strategies to cope with the ever-changing market environment and achieve sustainable development.