航运数据报告：10月中旬美国订舱反弹，11月中旬欧美航线计划运力回落

Group 1: Investment Rating - No investment rating information is provided in the report. Group 2: Core Views - In early November, the planned capacity on European and American routes declined from a high level. The container volume of cargo - carrying containers sent from China to the US decreased again, while that from Vietnam rebounded. The arrival volume at US ports continued to decline, and the throughput at domestic ports rebounded and remained higher than the same period last year. There was a rebound in US bookings in mid - October [1][2][3]. Group 3: Summary by Content High - frequency Capacity - In the 45th week (November 2 - 9 planned capacity), the capacity on the US - West route was 273,000 TEU, a significant decline of 30% year - on - year and 19% week - on - week. The capacity on the US - East route was 164,000 TEU, down 9.5% year - on - year and 23.9% week - on - week. The capacity on the China - Southeast Asia route was at a high level, reaching 583,000 TEU, with a year - on - year positive growth of 40.6% and a week - on - week decline of 8.5% [1]. - In the 45th week, the planned capacity on the China - North Europe route increased both year - on - year and week - on - week, reaching 325,000 TEU, with a week - on - week decline of 5.6% and a year - on - year increase of 23.5%. The capacity on the Mediterranean route was 230,000 TEU, up 36.8% year - on - year and down 14.8% week - on - week [2]. Container Volume of Cargo - carrying Containers Sent to the US - As of October 27, the container volume of cargo - carrying containers sent from China to the US was 342,000 TEU, a 6.5% decline from the previous week, and the number of ships was 43, also a 6.5% decline from the previous week. The container volume of cargo - carrying containers sent from Vietnam to the US rebounded, reaching 140,000 TEU, a 47.3% increase from the previous week [2]. Arrival Volume at US Ports - As of October 28, the weekly total arrival volume of imported goods at US ports was 465,000 TEU, a 15.7% decline from the previous week. The arrival volume of imported goods from China was 160,000 TEU, with a slight increase of 0.5% from the previous week. The arrival volume of imported goods from Vietnam was 61,000 TEU, a 41.7% increase from the previous week [2]. Domestic Port Throughput - In the week of October 26, the container throughput at domestic ports decreased by 8.5% week - on - week, was basically flat year - on - year, and reached 5.903 million TEU [2]. Booking Data - From October 13 - 20, the total US bookings reached 353,000 TEU, a 11.4% increase from the previous week and a 0.8% increase year - on - year. Bookings from China were 141,000 TEU, a 27% increase from the previous week and a 0.1% decrease year - on - year [3].