数据报告20250722：【中信期货航运】关税政策下运量及运力数据

Report Summary 1. Report Industry Investment Rating - No information provided on the report industry investment rating. 2. Core Viewpoints - The shipping market shows mixed trends in different routes and indicators. For example, some routes' capacity has decreased while others have increased, and there are also fluctuations in container volumes and port throughput [2][3]. 3. Summary by Related Catalogs High - frequency Capacity - In the 31st week (planned capacity as of August 3rd), the capacity of the China - US West route decreased by 5.2% week - on - week, with a capacity of 326,000 TEU and a year - on - year increase of 5.7%. The capacity of the China - US East route increased by 12.9% week - on - week, with a capacity of 236,000 TEU and a year - on - year increase of 41.8%. The capacity of the China - Southeast Asia route decreased by 5.4% week - on - week and increased by 36.9% year - on - year. The capacity of the China - Europe route decreased by 13.9% week - on - week and 9.4% year - on - year, and the capacity of the Mediterranean route decreased by 8.5% week - on - week at a high level but increased by 29.3% year - on - year [2]. Container Volume Data of Cargo - Laden Containers Sent to the US - As of July 21st, the weekly shipped cargo - laden container volume from China to the US was 495,000 TEU, a week - on - week decrease of 12.5%, and the number of ships was 62, a week - on - week decrease of 8.8%. The recent shipping capacity scale has been fluctuating downward [2]. US Port Arrival Volume Data - In the week of July 17th, the weekly arrival volume of imported goods in the US was 522,000 TEU, a week - on - week decrease of 17.8%. The weekly arrival volume of imported goods from China was 190,000 TEU, a week - on - week decrease of 18%, and the weekly arrival volume from Vietnam was 62,000 TEU, a week - on - week decrease of 16.6% [3]. Domestic Port Throughput - In the week of July 20th, the container throughput of Chinese ports increased by 2.6% week - on - week, reaching 6.642 million TEU/week [3]. Vizion Booking Data - In the week from July 7th to 13th, the overall booking volume of the US and the booking volume of imported goods from China continued to decline week - on - week. The overall booking volume of the US was 345,000 TEU, a week - on - week decrease of 7.6% with the decline rate widening by 7 percentage points and a year - on - year decrease of 16.6%. The booking volume from China was 124,000 TEU, a week - on - week decrease of 10.7% and a year - on - year sharp decrease of 30.1% [3].