旺季不旺 集装箱航运价格7连跌

Group 1 - The shipping industry is experiencing a downturn in demand during the traditional peak season of July, with insufficient cargo supply affecting both European and American routes [1] - The Shanghai Export Containerized Freight Index dropped to 1592.59 points on July 25, marking a 3.3% decrease and a 28.91% decline from the peak on June 6 [1] - Freight rates for shipping from Shanghai to the West Coast and East Coast of the U.S. have decreased significantly, with rates falling by 63.13% and 51.31% respectively from their recent highs [1] Group 2 - The Drewry World Container Index (WCI) reported a 3.3% week-on-week decline, averaging $2517 per FEU, continuing a six-week downward trend [2] - Shipping companies are beginning to reduce capacity in an effort to stabilize freight rates, with the number of blank sailings expected to increase by 59% during weeks 30 to 34 [2] - BIMCO has revised its growth rate expectations for North American imports, predicting a modest annual growth rate of only 1.6% for 2025-2026, the lowest among global regions [2]