重点集装箱港口及关键枢纽监测20250709

Report Information - Report Title: Key Container Ports and Critical Hubs Monitoring 20250709 [1] - Research Institute: Orient Securities Derivatives Research Institute - Department: Black and Shipping Department - Analyst: Lan Xi - Qualification Number: F03086543 - Investment Consulting Number: Z0016590 Core Viewpoints - In Asia, the superposition of typhoon season and export peak season will continue to put pressure on domestic port operations. The average stay time of ships in Qingdao and Yangshan Port is increasing, and port congestion in South China has slightly worsened. Congestion in Southeast Asia has significantly improved, and port operations are expected to cool down. [4] - In Europe, the previous strikes have continuously affected the operation of Antwerp Port. High - temperature weather, low Rhine water levels, and German railway construction have led to high utilization rates of German port yards and slow ship operations. Summer vacations and labor shortages will increase the risk of congestion in European ports. [4] - In North America, the scale of ships in the ports of the western United States has slightly increased, but the overall congestion is controllable, and the stay time of ships in ports has not significantly extended. [4] Data Summary 1. Port Ship Stay Time | Port Region | Latest Period (hours) | Month - on - Month Change (hours) | Year - on - Year Change (hours) | Monthly Average (hours) | Last Year's Same Period (hours) | | --- | --- | --- | --- | --- | --- | | Yangshan, China | 53.8 | 4.3 | 24.2 | 49.5 | 29.6 | | Ningbo, China | 42.0 | 1.9 | 4.5 | 40.1 | 37.6 | | Singapore, Southeast Asia | 35.3 | 3.8 | 1.4 | 31.4 | 33.9 | | Port Klang, Southeast Asia | 27.1 | - 22.1 | - 45.3 | 49.2 | 72.3 | | Busan, South Korea | 27.3 | - 4.1 | - 5.1 | 31.4 | 32.4 | | Rotterdam, Northwest Europe | 51.5 | - 6.2 | - 6.2 | 57.7 | 57.7 | | Hamburg, Northwest Europe | 68.6 | 10.1 | 8.9 | 58.6 | 59.8 | | Felixstowe, Northwest Europe | 55.1 | - 4.0 | - 1.0 | 59.1 | 56.1 | | Valencia, Mediterranean | 38.8 | - 3.9 | - 8.9 | 42.7 | 47.8 | | Piraeus, Mediterranean | 53.6 | - 5.0 | 4.4 | 58.5 | 49.2 | | Long Beach, Western US | 101.7 | - 6.9 | - 2.1 | 108.6 | 103.8 | | Los Angeles, Western US | 108.1 | 6.8 | 10.4 | 101.3 | 97.7 | | New York, Eastern US | 48.2 | 4.9 | - 15.1 | 43.3 | 63.3 | | Savannah, Eastern US | 49.0 | 3.3 | - 25.5 | 45.7 | 74.5 | | Santos, South America | 71.5 | 25.4 | - 32.3 | 46.1 | 103.7 | [7] 2. Port Ship Quantity and Waiting/Staying Time - Asia: Yangshan Port, Waigaoqiao, Ningbo Port, Qingdao, Singapore Port, and Port Klang have different numbers of ships at anchor/berth and average waiting/staying times. For example, Yangshan Port's average waiting/staying times are 29.6 hours/24.9 hours, and the latest number of ships at anchor/berth is 7/23. [4] - Europe: Ports such as Rotterdam, Antwerp, Hamburg, Bremen, and Valencia also have corresponding data. For example, Rotterdam's average waiting/staying times are 12.9 hours/41.4 hours, and the latest number of ships at anchor/berth is 3/29. [4] - North America: Ports like Long Beach, Los Angeles, Tacoma, New York, Savannah, Norfolk, and Houston have their own data. For example, Long Beach's average waiting/staying times are 0 hours/116.2 hours, and the number of ships at anchor/berth is 2/26. [4] 3. Large - Ship Arrival and Key Hub Monitoring - The arrival situations of large - scale container ships at ports such as Yangshan Port, Ningbo Port, and Singapore Port are monitored, including different ship - size categories (e.g., 1.2 - 1.7w and 1.7w+). [37] - The arrival situations of 1.2w+ container ships of different alliances (Gemini, OA, PA + MSC) at ports in Asia, Northwest Europe, and the Mediterranean are also monitored. [40][45] - The passage situations of container ships through key hubs such as the Cape of Good Hope, Suez Canal, and Panama Canal are presented, including the number of ships and container throughput. [42]