美西大柜运价1个月跌去六成 欧美集运运价不及去年同期一半

Group 1 - The North American shipping rates have shown a slight rebound after four weeks of decline, with the rate from Shanghai to the West Coast reaching $2,194/FEU, a 5.0% increase from the previous period, but still down 60% from the peak on June 6 [1] - The ongoing "tariff war" has become a focal point in the market, with the U.S. extending the delay on "reciprocal tariffs" until August 1, and imposing new tariffs on multiple countries, including a 50% tariff on copper [1] - The overall demand for shipping is weakening, and the oversupply of capacity on trans-Pacific routes is driving rates down, with shipping companies expected to cut capacity by 25% in August [2][3] Group 2 - The shipping rates for the U.S. West Coast have dropped significantly, with some smaller players quoting as low as $1,400/FEU, while the majority of shipping alliances maintain rates around $1,700 to $1,800/FEU [3] - The first half of the year saw a 9.3% year-on-year decline in China's total import and export value with the U.S., with a 20.8% drop in the second quarter due to the "reciprocal tariffs" [2] - The European shipping rates have seen a slight decline, with the rate from Shanghai to European ports dropping by 0.1% and 7.0% for Mediterranean ports, while the overall economic recovery in Europe remains stable [5][6] Group 3 - The geopolitical situation in the Middle East has shown signs of easing, with Maersk resuming services at Haifa Port, while risks in the Red Sea region are increasing due to recent attacks on vessels [5] - The market for Asia-Europe shipping rates is expected to rise in the coming weeks due to operational inefficiencies and increased congestion at European ports [7] - The tariffs imposed by the U.S. on EU imports starting August 1 are likely to disrupt trade flows and strengthen cooperation between China and the EU [6]