欧线航数脉搏2025W46

1. Report Industry Investment Rating - Not provided in the given content 2. Core Viewpoints of the Report - The shipping situation on the European route shows various trends in terms of loading rates, shipping schedules, and port congestion. The loading rates fluctuate among different alliances and departure regions, and there are also changes in shipping capacity and ship - schedule delays [6][11][16] 3. Summary by Relevant Catalogs 3.1. European Route Loading Rate Tracking - W45 European - bound fleet's average loading rate for ships departing from China was 91.1%, a slight decrease of 0.4% from the previous period. The loading rate for ships departing from Asia in W44 was 98.2%, a slight increase of 0.5% from the previous period [7] - For different alliances, OA China - departure loading rate was 91.6%, a 3.7% decline; PA and MSC China - departure loading rate was 91.4%, a slight 0.2% decrease; Gemini China - departure loading rate was 90.2%, a 5.0% increase [7] 3.2. European Route Shipping Schedule and Capacity - In November, the monthly average weekly shipping capacity was 29.7 million TEU, 19% higher than the average level of 25.0 million TEU in the same period last year. Only in W46 was the supply low at 21.2 million TEU, and it will recover to 31.4 million TEU in the second half of November [11] - In December, the monthly average weekly shipping capacity was 30.3 million TEU, with 4 TBN remaining [11] - There were some changes in shipping schedules, such as route changes and TBN adjustments for certain voyages [11] 3.3. Ship - Schedule Delays and Spot Market Overview - In W45, 3 ships' schedules were postponed to W46, with 0 from Gemini and OA, and 3 from MSC and PA. The operation of Chinese ports is returning to normal [15] - The SCFIS (European route) index closed at 1504.80 points, a 24.5% increase from the previous period. The actual departure capacity of Shanghai Port on the European route in W45 was 28.96 million TEU, with 13% from the delayed schedules in W43 [16] 3.4. Ship - Schedule Delay Observation and Early Warning - There were ship - schedule delays in different weeks for various alliances, with specific ships being delayed for different days and postponed to different weeks. Early warnings were issued for some routes in certain alliances, such as the AE1 route in Gemini [28][31] 3.5. Relevant Port Congestion Data - In China, the average turnaround time at Yangshan Port was about 0.9 days, at Ningbo Port about 1.1 days, and at Yantian Port about 1.0 days. The congestion situation at Chinese ports continued to improve [35] - In Southeast Asia, the port operation fluctuations have converged, and the congestion situation has improved significantly. The average time of ships in port at Singapore Port was 1.3 days, and at Port Klang was 1.2 days [35] - In Europe, although the congestion scale at ports was still relatively high, the ship - turnaround efficiency has basically returned to normal levels, and the impact on the return journey of European - route ships has been greatly reduced [35]