数据报告20250909：【中信期货航运】出口至美国货量企稳，沿海港口集装箱吞吐量震荡运行

Group 1: Report Information - Report Title: "【中信期货航运】出口至美国货量企稳,沿海港口集装箱吞吐量震荡运行 -- 数据报告20250909" [1] - Report Date: September 9, 2025 [1] Group 2: High - frequency Capacity - In Week 38 (September 14 - 21 planned capacity), the capacity of the US - West route rebounded to 386,000 TEU, a year - on - year increase of 48% and a month - on - month increase of 25.5%. The capacity of the US - East route was 210,000 TEU, a year - on - year increase of 19% and a month - on - month increase of 23.6% [3] - The capacity of the China - Southeast Asia route remained at a high level, with a year - on - year positive growth of 71.6% and a month - on - month decline of 9% (the decline widened). In Week 37, the capacity of the China - North Europe route increased slightly month - on - month, reaching 349,000 TEU, a month - on - month increase of 3.1% and a year - on - year increase of 60.2%. The capacity of the Mediterranean route increased by 18.6% year - on - year and decreased by 3.5% month - on - month [3] Group 3: Container Volume of Cargo - Laden Containers Sent to the US - As of September 7, the container volume of cargo - laden container ships from China to the US reached 454,000 TEU, a 0.8% decline from the previous week, and the number of ships was 52, the same as the previous week. The container volume of cargo - laden containers from Vietnam to the US dropped to 96,000 TEU, a 45% decline from the previous week [3] Group 4: US Port Arrival Volume Data - In Week 35, the weekly arrival volume of imported goods in the US was 665,000 TEU, a 13.7% increase from the previous week. The weekly arrival volume of imported goods from China was 250,000 TEU, a 17.7% increase from the previous week. The weekly arrival volume from Vietnam was 80,000 TEU, a 4.7% increase from the previous week, reaching a new high [4] - In Week 36, the weekly arrival volume of imported goods in the US was 439,000 TEU, a 34% decline from the previous week. The weekly arrival volume of imported goods from China was 162,000 TEU, a 35.2% decline from the previous week. The weekly arrival volume from Vietnam was 56,000 TEU, a 30.4% decline from the previous week [4] Group 5: Domestic Port Throughput - In the week of September 7, the container throughput of Chinese ports increased by 0.9% month - on - month and 6.5% year - on - year, reaching 6646,000 TEU [4] Group 6: Vizion Booking Data - From August 18 - 25, the total bookings in the US were 336,000 TEU, a 5.2% decline from the previous week and a 17.2% decline from the same period last year. The bookings from China in the US were 122,000 TEU, a 3.2% decline from the previous week and a 30% decline from the same period last year [4] - In the first three weeks of August, the average weekly total bookings in the US were 355,000 TEU, a 7.1% decline from July. The average weekly bookings of imports from China in the US were 124,000 TEU, a 9.6% decline from July [4]