重点集装箱港口及关键枢纽监测20251216

Report Summary 1. Report Industry Investment Rating No investment rating information is provided in the report. 2. Core Viewpoints - Chinese ports are operating well, with recent improvements in export cargo volume and a slight increase in congestion at some ports [2]. - Port congestion in Southeast Asia has decreased compared to the previous period, but there is a risk of congestion recurring [2]. - The risk of strikes in European ports remains high, and congestion may worsen due to national strikes in Portugal and Italy, lower winter temperatures, and the arrival of peak - season cargo [2]. - North American ports are operating in good condition [2]. 3. Summary by Directory Data Review - Asian Ports: - Ocean - going container ships in Yangshan, Waigaoqiao, Ningbo, Qingdao, Singapore, and Port Klang have different average waiting times/berthing times and the latest number of container ships at anchor/berthed. For example, in Yangshan, the average waiting time/berthing time is 15.0 hours/27.8 hours, and the latest number of container ships at anchor/berthed is 10/29 [2]. - The average turnover time of Yangshan is about 1.9 days, Ningbo is about 2.1 days, and Yantian is about 1.1 days. The average time of ships in port in Singapore is 1.4 days, and in Port Klang is 1.6 days [2]. - The in - port duration of key ports shows different month - on - month and year - on - year changes. For example, the in - port duration of Yangshan is 44.5 hours, with a month - on - month increase of 11.2 hours and a year - on - year increase of 8.7 hours [6]. - European Ports: - Ocean - going container ships in Rotterdam, Antwerp, Hamburg, Bremen, and Valencia have different average waiting times/berthing times and the latest number of container ships at anchor/berthed. For example, in Rotterdam, the average waiting time/berthing time is 1.1 hours/43.2 hours, and the latest number of container ships at anchor/berthed is 4/33 [2]. - The average in - port duration of Antwerp is about 1.6 days, Rotterdam is 2.1 days, Hamburg is 3.1 days, and Bremen is 1.8 days [2]. - North American Ports: - Ocean - going container ships in Long Beach, Los Angeles, Tacoma, New York, Savannah, Norfolk, and Houston have different average waiting times/berthing times. North American ports are operating well [2]. Key Container Ports' In - Port Duration - The in - port duration of various ports shows different month - on - month and year - on - year changes. For example, the in - port duration of Yangshan is 44.5 hours, with a month - on - month increase of 11.2 hours and a year - on - year increase of 8.7 hours; the in - port duration of Rotterdam is 50.1 hours, with a month - on - month decrease of 13.8 hours and a year - on - year decrease of 15.6 hours [6]. Port Dynamic Tracking - Asian Ports: - The scale of container ships in port in China and Southeast Asia shows different trends over time, presented through data on the number of container ships at anchor/berthed in different ports [8][12][13]. - The average in - port time, average waiting time, and average berthing time of ocean - going container ships in Southeast Asian and Chinese container ports show different trends over time [17]. - European Ports: - The scale of container ships in port in Northwest Europe and the Mediterranean/Black Sea shows different trends over time, presented through data on the number of container ships at anchor/berthed in different ports [20][21]. - The average in - port time, average waiting time, and average berthing time of ocean - going container ships in Northwest European and Mediterranean container ports show different trends over time [24][28]. - North American Ports: - The number of container ships at anchor/berthed in North American ports shows different trends over time, and the average in - port time, average waiting time, and average berthing time of ocean - going container ships in US container ports show different trends over time [35][37]. Large - Ship Arrival and Key Hub Monitoring - The arrival situation of large - scale container ships in Yangshan, Ningbo, and Singapore ports shows different trends over time, divided by ship size (1.2 - 1.7w and 1.7w +) [42]. - The arrival situation of 1.2w + container ships of different alliances in Asia, Northwest Europe, and the Mediterranean shows different trends over time [42][45]. - The passage situation of container ships at the Cape of Good Hope, Suez Canal, and Panama Canal shows different trends over time, presented through data on the number of container ships arriving and passing through [47][48].