重点集装箱港口及关键枢纽监测20251104

1. Report Industry Investment Rating - No information provided 2. Core View of the Report - The congestion situation at Chinese ports continues to improve, with the turnover time last week dropping to a recent low, while the port operations in Southeast Asia are volatile and congestion recurs; the strikes at the Port of Antwerp and Rotterdam have ended, but it still takes a long time to handle the backlogged goods, the port congestion scale has been alleviated, but the ship turnover efficiency remains low, and the return journey of ships on European routes is still affected; the operating conditions of North American ports are good [2] 3. Summary by Relevant Catalogs 3.1 Data Review - Asian Ports: The weekly average waiting time/berthing time of ocean - going container ships at Yangshan Port, Waigaoqiao Port, Ningbo Port, Qingdao Port, Singapore Port, and Port Klang are 4.8 hours/25.50 hours, 0 hours/21.3 hours, 9.6 hours/24.2 hours, 10.0 hours/27.9 hours, 1.0 hour/31.0 hours, and 8.7 hours/26.4 hours respectively. The latest number of container ships at anchor/berthing are 2/8, 12/24, 7/21, and so on. The average turnover time of Yangshan Port is about 0.9 days, Ningbo Port about 1.6 days, and Yantian Port about 1.0 days. The average time of ships in port at Singapore Port is 1.3 days, and at Port Klang is 1.5 days [2] - European Ports: The weekly average waiting time/berthing time of ocean - going container ships at Rotterdam, Antwerp, Hamburg, Bremen, and Valencia are 11.8 hours/60.9 hours, 13.7 hours/50.8 hours, 12.9 hours/55.9 hours, 0 hours/37.4 hours, and 12.3 hours/33.0 hours respectively. The latest number of container ships at anchor/berthing are 6/29, 10/15, etc. The average time of ships in port at Antwerp Port is about 2.7 days, Rotterdam 4.0 days, Hamburg 2.8 days, and Bremen 1.6 days [2] - North American Ports: The weekly average waiting time/berthing time of ocean - going container ships at Long Beach, Los Angeles, Tacoma, New York, Savannah, Norfolk, and Houston are 0 hours/101.7 hours, 0 hours/105.0 hours, 0 hours/84.7 hours, 0 hours/39.1 hours, 3.1 hours/31.2 hours, 7.3 hours/24.1 hours, and 22.0 hours/60.4 hours respectively. The operating conditions of North American ports are good [2] 3.2 Key Container Port Stay - time Summary - The latest stay - time, month - on - month, year - on - year, monthly average, and last - year - same - period data of multiple ports such as Yangshan, Ningbo, Singapore, etc. are provided. For example, the latest stay - time of Yangshan Port is 31.2 hours, with a month - on - month decrease of 4.2 hours and a year - on - year increase of 7.5 hours [6] 3.3 Asian Port Dynamic Tracking - Data on the in - port scale of container ships in China and Southeast Asia, the number of container ships at anchor and berthing in some ports in China and Southeast Asia, and the average time of ocean - going container ships in port, waiting time, and berthing time in Southeast Asian and Chinese container ports are presented [8][9][16] 3.4 European Port Dynamic Tracking - Data on the in - port scale of European container ships, the number of container ships at anchor and berthing in some ports in Northwest Europe and the Mediterranean, and the average time of ocean - going container ships in port, waiting time, and berthing time in Northwest European and Mediterranean container ports are provided [20][21][26] 3.5 North American Port Dynamic Tracking - Data on the in - port scale of North American container ships, the number of container ships at anchor and berthing in some North American ports, and the average time of ocean - going container ships in port, waiting time, and berthing time in US container ports are given [32][33][38] 3.6 Large - ship Arrival Situation and Key Hub Monitoring - The arrival situation of large - scale container ships at Yangshan Port, Ningbo Port, and Singapore Port is monitored. The arrival situation of 12,000 + TEU container ships of different alliances (such as Gemini, OA, PA + MSC) in Asia, Northwest Europe, and the Mediterranean is also tracked. In addition, the passage situation of container ships at the Cape of Good Hope, Suez Canal, and Panama Canal is presented [42][45][47]