美线航运现“抢舱热” 运价短期或持续上涨

Core Viewpoint - The shipping industry is experiencing a significant surge, driven by improved trade relations between China and the U.S., leading to increased shipping demand and rising freight rates [1][2]. Group 1: Market Performance - As of May 14, the shipping and port sector saw a substantial increase of 4.58%, with a cumulative rise of 8.44% over May 13 and 14 [1]. - The shipping prices had been under downward pressure from February to April, with the China export container freight index dropping by 13.0%, 13.2%, and 4.5% month-on-month [2]. - Following May 12, there was a notable change in shipping prices, with a "rush to ship" observed on U.S. routes and a 38.10% increase in European shipping indices from May 12 to 14 [2]. Group 2: Demand and Supply Dynamics - Increased shipping volumes and prices on U.S. routes have been reported, indicating a recovery in demand [3]. - Major shipping companies have signaled price increases for June, creating a forward pricing effect [3]. - The upcoming summer retail season in Europe is expected to drive demand, with companies preparing for inventory replenishment [3]. Group 3: Future Outlook - The current surge in shipping orders is expected to continue, with freight rates likely to rise as U.S. shipping volumes increase [4]. - The "rush to ship" phenomenon is anticipated to last for about a month, with a busy period expected for ports and shipping routes [4]. - While the short-term outlook appears positive, long-term shipping price trends remain uncertain due to potential supply increases from new container ships and geopolitical factors [5].