1. The first (1) contract is invalid. Company B's counter-offer changed the date of shipment, which is a substantial change to the original offer and constitutes a new offer. Company A in Hong Kong did not reply, and the contract was not established. 2. The first (2) contract was established. Xiamen B Company supplemented the packing requirements of the goods. Waterproof packaging is a reasonable packaging method and has not changed the substantive content of the original quotation. Therefore, the counter-offer of Xiamen Company constitutes an effective commitment. The contract is established.