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重点集装箱港口及关键枢纽监测20250729
Dong Zheng Qi Huo·2025-07-29 09:14
  1. Report Information - Report Title: Key Container Ports and Critical Hub Monitoring 20250729 [1] - Researcher: Lan Xi from the Black and Shipping Department of Orient Securities Derivatives Research Institute [1] - Qualification Number: F03086543 (Practice Qualification), Z0016590 (Investment Consultation) [1] 2. Core Viewpoints - In Asia, the superposition of typhoon season and export peak has continuously pressured the operation of domestic ports. Southeast Asian ports may face continuous congestion due to increased transfer demand. In Europe, ports will face continuous pressure of rising congestion in the next two months, but the overall congestion level is lower than the same period last year. In North America, the scale of ships in port has slightly increased, and the congestion level is generally controllable [2] 3. Data Analysis by Region Asia - Port Operation Data: The weekly average waiting time/berthing time of ocean - going container ships in Yangshan, Waigaoqiao, Ningbo, Qingdao, Singapore, and Port Klang are 15.7h/24.7h, 19.0h/20.7h, 11.2h/29.1h, 13.8h/44.3h, 4.5h/30.6h, and 10.2h/28.0h respectively. The average turnover time of Yangshan, Ningbo, and Yantian ports is about 1.8 days, 1.7 days, and 1.6 days respectively. The average time of ships in port in Singapore and Port Klang is 1.4 days and 1.6 days respectively [2] - Congestion Situation: Typhoons may affect ship berthing and operations in Ningbo and Shanghai ports, increasing the pressure of rising congestion. Port Klang's congestion has improved month - on - month but remains high [2] - In - port Duration: The latest in - port durations of Yangshan, Ningbo, Singapore, and Port Klang are 44.2h, 41.6h, 33.5h, and 38.3h respectively. The month - on - month changes are - 4.0h, 1.8h, 0.8h, and - 1.8h respectively [6] Europe - Port Operation Data: The weekly average waiting time/berthing time of ocean - going container ships in Rotterdam, Antwerp, Hamburg, Bremen, and Valencia are 9.2h/46.3h, 3.8h/37.9h, 16.1h/49.1h, 26.7h/53.3h, and 14.3h/34.2h respectively. The average in - port durations of Antwerp, Rotterdam, Hamburg, and Bremen are about 1.79 days, 2.1 days, 2.8 days, and 3.8 days respectively [2] - Congestion Situation: Problems such as summer vacations, labor shortages, railway construction in Germany, and low water levels in the Rhine will gradually emerge in the next two months, and ports will face continuous pressure of rising congestion. The overall congestion level is lower than the same period last year [2] - In - port Duration: The latest in - port durations of Rotterdam, Hamburg, Felixstowe, and Valencia are 49.8h, 67.3h, 41.5h, and 39.4h respectively. The month - on - month changes are - 6.0h, 7.8h, - 12.0h, and - 2.4h respectively [6] North America - Port Operation Data: The weekly average waiting time/berthing time of ocean - going container ships in Long Beach, Los Angeles, Tacoma, New York, Savannah, Norfolk, and Houston are 0h/107.9h, 3.4h/109.3h, 0h/69.5h, 1.1h/45.6h, 26.0h/36.8h, 6.5h/21.9h, and 15.2h/48.2h respectively [2] - Congestion Situation: The scale of ships in port in the US has slightly increased, and the in - port duration of some ports has slightly increased month - on - month, but the overall congestion level is controllable [2] - In - port Duration: The latest in - port durations of Long Beach, Los Angeles, New York, and Savannah are 113.1h, 103.4h, 47.1h, and 68.3h respectively. The month - on - month changes are - 1.5h, - 5.4h, 0.9h, and 23.5h respectively [6] 4. Large - ship Arrival and Key Hub Monitoring - Large - ship Arrival: The arrival situations of large - scale container ships in Yangshan, Ningbo, and Singapore ports are monitored, including different ship types (1.2 - 1.7w, 1.7w+). The arrival situations of 1.2w+ container ships of different alliances (Gemini, OA, PA + MSC) in Asia, Northwest Europe, and the Mediterranean are also monitored [47][50][54] - Key Hub: The passage situations of container ships at the Cape of Good Hope, Suez Canal, and Panama Canal are monitored, including the number of arrivals and passage volumes [52][53]