马士基CEO：中国是稳定和需求的引擎，正提振全球贸易

Core Insights - The resilience of the Chinese economy is alleviating concerns for shipping companies amid the significant impact of President Trump's tariff policies on global trade [1] - Maersk Group's CEO, Vincent Clerc, emphasized that China is a "engine of stability and demand," capable of boosting global trade [1] - Maersk has raised its annual profit forecast due to strong consumer demand, despite the ongoing restructuring of supply chains [1] Company Performance - Maersk's Q3 financial results exceeded analyst expectations, with EBITDA declining 44% year-over-year to $2.69 billion, surpassing the forecast of $2.58 billion [2] - Revenue for Maersk fell 10% year-over-year to $14.2 billion, also above the expected $13.8 billion [2] - The company now anticipates EBITDA for the year to be between $9 billion and $9.5 billion, raising the lower end of its previous forecast [2] Market Outlook - Maersk expects global container shipping volume to grow by 4% this year, up from a prior estimate of 2% to 4% [1] - Despite the potential decline in shipping rates due to increased competition, demand for containers remains strong, particularly from China [2] - The Oxford Economics report predicts that China's exports to the U.S. may decrease by 18% by 2026, but global container trade is expected to grow by over 2% annually as production shifts across Asia [4]