重点集装箱港口及关键枢纽监测20250916

Report Title - Focus on Container Port and Key Hub Monitoring 20250916 [1] Report Analyst - Lan Xi from the Black and Shipping Department of Orient Securities Derivatives Research Institute, with a qualification number of F03086543 and an investment consulting number of Z0016590 [1] Core Viewpoints - Asian ports: Chinese ports have rebounded recently and remain at a high level; Southeast Asian ports have large operational fluctuations and recurring congestion. European ports: With the end of summer in the Northern Hemisphere, congestion may improve, but German ports face continued pressure due to railway construction. North American ports: Operating conditions are good [2] Data Summary Asian Ports - Waiting and Berthing Times: Yantian has an average turnover of about 1.6 days; Yangshan about 1.9 days; Ningbo about 2.1 days. Singapore has an average in - port time of 1.4 days; Port Klang 2.2 days [2] - In - Port Duration: Yangshan is 45.9 hours (month - on - month +2.3 hours, year - on - year +19.3 hours); Ningbo is 50.7 hours (month - on - month +3.2 hours, year - on - year +19.9 hours); Singapore is 33.8 hours (month - on - month - 0.5 hours, year - on - year +5.3 hours); Port Klang is 33.5 hours (month - on - month - 8.0 hours, year - on - year +12.1 hours) [6] European Ports - Waiting and Berthing Times: Rotterdam, Antwerp, Hamburg, and Bremen have different waiting and berthing times. With the end of summer, congestion may improve, but German ports face continued pressure [2] - In - Port Duration: Rotterdam is 52.7 hours (month - on - month - 6.1 hours, year - on - year +1.4 hours); Hamburg is 71.0 hours (month - on - month - 6.8 hours, year - on - year - 30.4 hours) [6] North American Ports - Waiting and Berthing Times: Long Beach, Los Angeles, and Tacoma have long berthing times, but North American ports operate well [2] - In - Port Duration: Long Beach is 104.3 hours (month - on - month - 12.8 hours, year - on - year - 9.4 hours); Los Angeles is 106.0 hours (month - on - month - 6.8 hours, year - on - year - 20.3 hours) [6] Large Ship Arrival and Key Hub Monitoring - Large Container Ship Arrivals: Different ports have different arrival numbers of large container ships of different sizes, and different alliances also have different arrival numbers of 1.2w+ container ships in different regions [42][45][47] - Canal and Cape Passage Conditions: The passage numbers and volumes of container ships through the Cape of Good Hope, Suez Canal, and Panama Canal are presented [47]