重点集装箱港口及关键枢纽监测20250612

Report Information - Report Title: Key Container Ports and Key Hub Monitoring 20250612 [1] - Research Institute: Orient Securities Derivatives Research Institute [1] - Department: Black and Shipping Department [1] - Analyst: Lan Xi [1] - Qualification Number: F03086543 [1] - Investment Consulting Number: Z0016590 [1] Industry Investment Rating - Not provided in the report Core Viewpoints - Coastal regional fog and the start of the typhoon season, along with the export peak season, have affected domestic port operations and worsened congestion, making it difficult for domestic ports to recover in the short term. The Port of Klang is operating under overload, and port congestion remains high. North American ports are operating well, but an increase in incoming goods is expected, and attention should be paid to potential regional congestion [2]. Summary by Directory Data Review - Asian Ports: - In the Yangshan and Waigaoqiao ports, the weekly average waiting time/berthing time for ocean - going container ships are 16.9 hours/24.3 hours and 13.8 hours/18.0 hours respectively, with the latest number of container ships at anchor/berthed being 24/30 and 35/27. In the Port of Ningbo, the corresponding times are 11.9 hours/26.3 hours, and the number of ships at anchor/berthed is 24/38. In the Port of Qingdao, the times are 20.6 hours/43.2 hours. In the Port of Singapore, the times are 3.4 hours/29.8 hours, with 8/47 ships at anchor/berthed. In the Port of Klang, the times are 31.0 hours/28.6 hours, and the number of ships at anchor/berthed is 19/22 [2]. - The latest average stay in port for Yangshan, Ningbo, Singapore, and Klang ports are 40.0 hours, 36.9 hours, 33.0 hours, and 60.7 hours respectively. Compared to the previous month, they changed by - 3.4 hours, - 4.5 hours, 0.8 hours, and 5.0 hours; compared to the same period last year, they changed by 14.2 hours, 0.8 hours, - 6.7 hours, and 1.4 hours [6]. - European Ports: - In Rotterdam, Antwerp, Hamburg, and Bremen, the weekly average waiting time/berthing time for ocean - going container ships are 11.9 hours/49.1 hours, 23.2 hours/41.9 hours, 9.3 hours/42.4 hours, and 14.9 hours/37.6 hours respectively. The latest number of container ships at anchor/berthed are 0/22, 6/17, 6/17. In Valencia, the corresponding times are 3.0 hours/36.5 hours, and the number of ships at anchor/berthed is 4/12 [2]. - The latest average stay in port for Rotterdam and Hamburg ports are 61.0 hours and 51.2 hours respectively. Compared to the previous month, they changed by 3.5 hours and - 15.5 hours; compared to the same period last year, they changed by 7.7 hours and - 9.3 hours [6]. - North American Ports: - In Long Beach, Los Angeles, and Tacoma, the weekly average waiting time/berthing time for ocean - going container ships are 0 hours/88.1 hours, 1.5 hours/85.8 hours, and 0 hours/78.0 hours respectively. The number of container ships at anchor in Long Beach and Los Angeles is 0, and the number of berthed ships is 18. In New York, Savannah, and Norfolk, the corresponding times are 6.7 hours/44.7 hours, 17.5 hours/36.1 hours, and 5.6 hours/22.7 hours. In New York, the number of ships at anchor/berthed is 0/9. In the Port of Houston, the times are 10.3 hours/47.9 hours [2]. - The latest average stay in port for Long Beach, Los Angeles, and New York ports are 77.2 hours, 85.2 hours, and 50.4 hours respectively. Compared to the previous month, they changed by - 11.3 hours, - 9.5 hours, and 5.5 hours; compared to the same period last year, they changed by - 30.6 hours, - 16.5 hours, and 1.5 hours [6]. Asian Port Dynamic Tracking - Data on the scale of container ships in port in China and Southeast Asia, the number of container ships at anchor and berthed in Southeast Asian and Chinese ports, and the average waiting time, berthing time, and stay in port for ocean - going container ships in Southeast Asian and Chinese ports are presented in graphs [10][12][16]. European Port Dynamic Tracking - Data on the scale of container ships in port in Europe, the number of container ships at anchor and berthed in Northwest European and Valencia ports, and the average waiting time, berthing time, and stay in port for ocean - going container ships in Northwest European and Mediterranean ports are presented in graphs [19][21][24]. North American Port Dynamic Tracking - Data on the number of container ships at anchor and berthed in North American ports, the average waiting time, berthing time, and stay in port for ocean - going container ships in North American ports, and the scale of container ships in port in North America are presented in graphs [34][37][40]. Large - Ship Arrival and Key Hub Monitoring - Data on the arrival of large - scale container ships at Yangshan, Ningbo, and Singapore ports, the arrival of 1.2w + container ships of different alliances in Asian, Northwest European, and Mediterranean ports, and the passage of container ships through the Cape of Good Hope, Suez Canal, and Panama Canal are presented in graphs [42][49][50].