美线航运价格高位回落

Group 1 - The Chinese export container transportation market experienced a decline after a period of increase, with the comprehensive index dropping to 2088.24 points, a decrease of 6.8% from the previous period [1] - In the North American route, transportation demand remained stable, but the supply of capacity increased, leading to a decrease in spot market booking prices. The market rates for Shanghai to the West Coast and East Coast of the U.S. were $4,120/FEU and $6,745/FEU, down 26.5% and 2.8% respectively [1] - The East Coast route saw a smaller decline in freight rates compared to the West Coast, with the East Coast rate index at 2403.3 points, down 3.4%, while the West Coast rate index was at 2231.0 points, down 31.5% [1] Group 2 - Some large U.S. importers are advancing their orders from China to avoid potential risks associated with the end of the August tariff window, which is expected to keep the shipping market active during the summer [2] - China's exports in May increased by 4.8% year-on-year, although the growth rate fell by 3.3 percentage points compared to April. This indicates a stable growth in exports, reflecting the resilience of China's foreign trade [2] - The U.S. labor market is showing signs of slowing down, with the number of initial jobless claims rising to 248,000, exceeding market expectations, which may pose challenges for future U.S. economic growth [2]