欧线重点高频数据跟踪

1. Report Industry Investment Rating No information provided. 2. Core View of the Report The report focuses on the high - frequency data tracking of the European Line, including loading rates, ship schedules, capacities, port congestion, and ship - schedule delays. It shows that the European Line's loading rates are at a relatively high level with minor fluctuations, ship schedules are affected by various factors leading to delays, port congestion is a significant issue in Asia and Europe, and future capacity has some planned and potential changes [7][10][16]. 3. Summary by Relevant Directory 3.1 European Line Loading Rate - W28 European Line fleet's average loading rate from Chinese ports was 91.7%, a slight increase of 0.4% from the previous period. Due to ship - schedule delays, the sample collection volume was lower than average [7]. - W27 European Line fleet's loading rate from Asian ports was 97.2%, a slight decrease of 0.4% from the previous period. The loading difference between Asian and Chinese ports was about 5.9%, higher than the average from April to May [7]. - OA's Chinese - port loading rate was 94.3%, remaining unchanged; PA and MSC's was 90.6%, also unchanged; Gemini's was 87.9%, increasing by 1 point [7]. 3.2 European Line Ship Schedule and Capacity - W30 - W31 weekly capacities were 277,000 TEU and 325,000 TEU respectively. The average weekly capacity in August was 305,000 TEU, slightly higher than July's 291,000 TEU. The average capacity in the first half of August (W33 - 34) was 299,000 TEU, and in the second half was 318,000 TEU. The average weekly capacity in September was 289,000 TEU [12]. - There were 6 ship - schedule delays from W28 to W29, including 1 from Gemini, 2 from OA, and 3 from MSC. There were also 2 voyages with potential issues [12]. - Due to the continuous pressure on Asian and European port operations, the risk of ship - schedule delays in subsequent weeks is still high, especially from W29 - W32 [10]. 3.3 European Line - Related Port Congestion Data - In China, the superposition of the typhoon season and the export peak will continue to put pressure on domestic ports. The average in - port duration of ships in Qingdao, Yangshan, Ningbo, and Yantian ports has increased [16]. - In Southeast Asia, the port - congestion pressure has rebounded after a brief easing, especially in Port Klang. The average in - port time of ships in Singapore is 1.3 days, and in Port Klang is 2.3 days [16]. - In Europe, problems such as summer vacations, labor shortages, railway shutdowns in Germany, and low water levels in the Rhine will gradually appear in the next two months, and European ports will face increasing congestion pressure. Currently, the overall congestion level is lower than the same period last year [16]. 3.4 European Line Ship - Schedule Delays and Warnings - There are multiple ship - schedule delays in W28 - W32 for different alliances such as OA, Gemini, and MSC&PA. For example, in W29, many ships in different routes of these alliances were late - departing, and the departure times were postponed [18][20]. - Warnings are issued for different routes of each alliance in W29 - W34, such as AE1, AE3 for OA; FAL3, CES, NE3 for Gemini; and FE4, FE6 for MSC&PA [20][23][25].