贸易局势恶化，海运巨头马士基下调全球集装箱市场增长预测

Group 1 - The core viewpoint of the articles indicates that Maersk has maintained its profit forecast for 2025 at $6 billion to $9 billion, despite lowering its global container market growth expectations due to increased macroeconomic and geopolitical uncertainties [1][3] - Maersk has revised its 2025 market growth forecast from approximately 4% to a range of -1% to 4%, citing the impact of tariffs on the container market [1][2] - The company reported a strong first quarter with an EBITDA of $2.71 billion, a 70% year-over-year increase, surpassing analyst expectations of $2.57 billion [2][3] Group 2 - Maersk controls about 14% of the global container fleet and operates 60 ports, making it significantly affected by the protectionist policies of the Trump administration [2] - The outlook for global container demand remains highly uncertain for the remainder of the year, influenced by rapidly changing trade policies and increasing recession risks in the U.S. [2] - The ongoing Red Sea crisis, which has lasted nearly 18 months, has positively impacted container shipping profits as companies reroute to longer paths, alleviating some overcapacity pressures [2]