Core Insights - The shipping prices between China and the US have significantly dropped, with rates for West Coast and East Coast at $2089/FEU and $4124/FEU respectively, marking declines of 63% and 41% from their peaks in June [1] - The Shanghai International Shipping Research Center reported a rise in the container shipping enterprise's prosperity index to 125.25 points in Q2, but forecasts a decline to 108.99 points in Q3, indicating a shift to a micro-prosperity zone [1] - The demand for shipping has decreased as backlog orders from Q2 have been fulfilled, leading to cautious new order negotiations [2] Shipping Industry Trends - The shipping market has transitioned from a "one container hard to find" scenario to a downturn in freight rates within a month, indicating a seasonal peak that is not performing as expected [2] - Companies are diversifying their markets beyond the US, with a focus on emerging markets, reflecting a strategic shift in response to changing trade dynamics [3] - Guangzhou Port has expanded its foreign trade container routes, increasing its total to 179, which has contributed to a 23.8% year-on-year growth in foreign trade cargo throughput [4]
审慎新订单:中美海运价格“跳水”六成