美线运价飙升引爆“抢运潮”

Core Viewpoint - The shipping market is experiencing a significant surge in freight rates, particularly for routes from China to the U.S., driven by a "rush for shipping" phenomenon among major shipping companies [1][2]. Group 1: Freight Rate Increases - Major shipping companies, including Mediterranean Shipping Company, Hapag-Lloyd, and Evergreen Marine, have announced increases in freight rates for 40-foot containers from Chinese coastal ports to the U.S. ranging from $700 to $1,500 [1]. - Freight rates from Vietnam to the U.S. have also risen by approximately $500 [1]. - As of May 9, freight rates from China to the U.S. West and East coasts increased by $75 and $52 per 40-foot container, representing a 20% and 7.5% rise, respectively [2]. Group 2: Market Dynamics - A large shipping company representative confirmed the existence of a rush for shipping, predicting that this trend will continue for the next 2-3 months [1]. - The shipping market is entering a peak season in May, with many shipping companies planning to impose additional peak season surcharges ranging from $1,600 to $2,000 [1]. - The shipping market sentiment is positive, with expectations of a significant rebound in freight rates from May to July due to the acceleration of previously delayed shipments [4]. Group 3: Future Projections - Shipping analysts predict that freight rates may rise by 20% in the short term, with foreign trade companies facing tight deadlines to complete orders within 90 days [4]. - The shipping futures market has shown strong upward momentum, with the main EC2506 contract closing at its limit up, indicating bullish sentiment in the shipping trade market [4]. - If a large-scale rush for shipping occurs on the U.S. routes, shipping companies may reallocate capacity from European routes, potentially tightening supply and driving up European freight rates [4].