Group 1: Market Overview - The international shipping market is experiencing adjustments, with most freight rates declining. The Shanghai Export Containerized Freight Index was reported at 1415.36 points, down 3.1% from the previous period, indicating a weak supply-demand balance amid increasing uncertainties such as tariffs [1] - Despite the overall decline in freight rates, emerging markets are showing strong growth, particularly in the Middle East and Australia/New Zealand routes, which are experiencing price increases [1] Group 2: Freight Rate Trends - European shipping rates have been on a continuous decline since June 13, with the rate from Shanghai to Europe at $1668/TEU, down 8.4% [2] - U.S. shipping rates have also decreased, with rates to the West and East coasts at $1644/FEU and $2613/FEU, down 6.5% and 3.9% respectively [2] - The decline in European rates is attributed to a recovering economy and demand, as indicated by a PMI of 51.1 in August, while U.S. rates are affected by high tariffs leading to weak demand [2][3] Group 3: Business Insights - A logistics company reported an increase in business volume despite falling rates, attributing this to strong demand for exports to Europe and the upcoming peak shipping season [3] - However, there are concerns regarding inventory restrictions from major clients like Amazon, which could further compress domestic freight forwarding space [3] Group 4: Regional Freight Rate Increases - In contrast to the declining rates in Europe and the U.S., freight rates to the Middle East and Australia/New Zealand are rising. The rate to the Persian Gulf is $1479/TEU, up 7.1% [5] - The demand for larger containers, particularly for high-end equipment, is driving up rates, with 40-foot container rates reportedly exceeding $2000 [5][6] - The Australian and New Zealand routes have maintained stable upward trends, with rates increasing by 85% compared to June [6] Group 5: Future Outlook - The traditional FOB business is expected to shrink, while logistics for high-tech products and overseas projects are seen as key growth areas [7] - The export of electromechanical products has increased by 9.3%, indicating a shift towards higher value-added goods [7] - The Chinese government is committed to expanding high-level openness and ensuring quality development in response to global trade uncertainties [7]
欧美跌跌不休、中东澳新大涨 海运价分化如何影响外贸人
Di Yi Cai Jing·2025-08-25 15:15