花旗：全球航运-每周更新 - 从马士基看行业情况

V i e w p o i n t | The overall capacity growth is +8% YoY in June and the capacity growth into US is +4%, and the capacity growth into Europe is +10%. Cancelled sailings decreased to 8.0% this week (vs. 9.8% last week), higher than previous year level of 5.5%. Total number of scheduled sailings increased c.+11% YoY. Idling rate decreased to 4.0% by TEU (vs. 4.5% last week) this week, with ten- year average at 4.5% by TEU. Schedule reliability improved in March to 57.5% (vs 54.5% in previous month). 09 May ...