重点集装箱港口及关键枢纽监测

Report Information - Report Title: Key Container Ports and Critical Hub Monitoring 202511 [1] - Researcher: Lan Xi from the Black and Shipping Department of Orient Securities Derivatives Research Institute [1] - Qualification Numbers: F03086543 (从业资格号), Z0016590 (投资咨询号) [1] Core Views - Chinese port congestion continues to improve, with the turnover time last week dropping to a recent low; Southeast Asian port operation fluctuations have converged, and congestion has improved significantly [2] - Antwerp and Rotterdam strikes have ended, and the backlog of goods is being processed. Although port congestion remains high, ship turnover efficiency has basically returned to normal, and the impact on the return journey of European line vessels has been greatly reduced [2] - North American ports are operating well [2] Data Review Asian Ports - Yangshan, Waigaoqiao, Ningbo, Qingdao, Singapore, and Port Klang have different average waiting and berthing times for ocean - going container ships, with the latest number of ships at anchor/berthed also varying. Yangshan, Ningbo, and Yantian have average turnover times of about 0.9 days, 1.1 days, and 1.0 days respectively. Singapore and Port Klang have average ship - in - port times of 1.3 days and 1.2 days respectively [2] - Comparing the latest data of key Asian ports with month - on - month and year - on - year data, most ports show a decrease in the average in - port time [6] European Ports - Rotterdam, Antwerp, Hamburg, Bremen, and Valencia have different average waiting and berthing times for ocean - going container ships, with the latest number of ships at anchor/berthed varying. Antwerp and Rotterdam have average ship - in - port times of about 1.5 days and 2.5 days respectively, Hamburg 1.7 days, and Bremen 1.2 days [2] - Comparing the latest data of key European ports with month - on - month and year - on - year data, there are different degrees of changes in the average in - port time [6] North American Ports - Long Beach, Los Angeles, Tacoma, New York, Savannah, Norfolk, and Houston have different average waiting and berthing times for ocean - going container ships. North American ports are operating well [2] - Comparing the latest data of key North American ports with month - on - month and year - on - year data, there are different degrees of changes in the average in - port time [6] Port Dynamic Tracking Asian Ports - There are data on the scale of container ships in ports, the number of container ships at anchor and berthed in some ports, and the average in - port, waiting, and berthing times of ocean - going container ships in Southeast Asian and Chinese ports [9][13][18] European Ports - There are data on the scale of container ships in European ports, the number of container ships at anchor and berthed in some ports, and the average in - port, waiting, and berthing times of ocean - going container ships in Northwest European and Mediterranean ports [21][22][25] North American Ports - There are data on the number of container ships at anchor and berthed in some North American ports, the scale of container ships in North American ports, and the average in - port, waiting, and berthing times of ocean - going container ships in US ports [33][36][39] Large - Ship Arrival and Key Hub Monitoring - There are data on the arrival of large - scale container ships at Yangshan, Ningbo, and Singapore ports, and the arrival of 1.2w+ container ships of different alliances in Asian, Northwest European, and Mediterranean ports [43][46][49] - There are data on the passage of container ships through the Cape of Good Hope, Suez Canal, and Panama Canal [50][51][52]