欧线航数脉搏2025W49

Report Industry Investment Rating - No relevant content provided Core Viewpoints - The European route shipping market shows mixed trends in terms of loading rates, capacity, and schedule delays. Loading rates vary by departure location and alliance, capacity is expected to improve in some periods, and schedule delays are a notable factor with specific ships and weeks affected [7][10][16] Summary by Related Catalogs 1. European Line Loading Rate Tracking - W48 European line fleet's average loading rate from Chinese ports was 92.6%, a slight 0.6% decrease from the previous period. W47's loading rate from Asian ports was 99.7%, a 1.2% increase. The loading difference between Asia and China widened to 6.5% [7] - Among different alliances, OA's Chinese departure loading rate was 92.2%, down 1.5% from the previous period; PA and MSC's was 95.9%, up 0.8%, and their Asian departure loading rate in W47 rose to 100.7%; Gemini's Chinese departure loading rate was 89.7%, up 0.9%, and its Asian departure loading rate in W47 reached 98.6% [7] 2. European Line Ship Schedule and Capacity - In January, the monthly average weekly capacity was 31.3 million TEU, and with full TBN ship arrangement, the weekly average capacity would reach a high of 32.3 million TEU, slightly higher than the same period last year [10] - In December, the monthly average weekly capacity was 30.8 million TEU, slightly higher than last year's 30.5 million TEU. The supply in the second half - month was about 30.5 million TEU, slightly less than the first half - month [12] 3. Ship Schedule Delays and Spot Overview - In W48, 3 sailings were delayed to W49, including 1 from Gemini, 0 from OA, and 2 from MSC and PA. The SCFIS (European line) index closed at 1483.65 points, a 9.5% decrease from the previous period. The actual departure capacity from Shanghai Port in W48 was 29.19 million TEU, with 26% from W47 delayed sailings. The weights of Gemini, OA, and PA + MSC were 22%, 42%, and 37% respectively [16] 4. Ship Schedule Delay Observation and Early Warning - Multiple ships from different alliances were delayed in different weeks. For example, in W48, Gemini's AE5: MUNICH MAERSK was delayed 4 days to W48; OA's FAL7: CSCL VENUS was delayed 1 day to W48; MSC&PA's FE6: MSC OLBIA was delayed 3 days to W48 and FE4: HMM STOCKHOLM was delayed 1 day to W48 [22] - Early warnings were issued for different alliances in different weeks. For instance, in W48, Gemini had an early warning for AE1, OA for FAL7, and MSC&PA for FE4 [26] 5. Related Port Congestion Data - In China, Yangshan Port's average turnover time was about 1.4 days, Ningbo Port about 2.2 days, and Yantian Port about 1.4 days. The overall operation of Chinese ports was good, but potential disturbances from increased peak - season cargo volume and winter fog were to be noted [35] - In Southeast Asia, port congestion worsened compared to the previous period. The average time of ships in Singapore Port was 1.4 days and in Port Klang was 1.5 days [35] - In Europe, after a brief strike in Belgium, operations had resumed, but the risk of strikes remained. French ports were expected to strike this week. The average time of ships in Antwerp Port was about 1.8 days, Rotterdam 2.1 days, Hamburg Port 3.4 days, and Bremen was not fully described [35]