欧线航数脉搏2026W07

Report Information - Report Title: "Oriental Line Shipping Pulse 2026W07" [3] - Author: Lan Xi - Department: Black and Shipping Department of Orient Securities Derivatives Research Institute - Qualification Numbers: F03086543 (从业资格号), Z0016590 (投资咨询号) Core Findings Loading Rate - In week W6, the average loading rate of the European line fleet departing from China ports reached 93.6%, a 2.2% increase from the previous period (91.4%) [10]. - In week W5, the loading rate of the European line fleet departing from Asian ports was 96.8%, remaining basically flat compared to the previous period (96.7%) [10]. - For different alliances, the OA alliance's China - departing loading rate was 95.9%, up 2.2% from the previous period; the PA + MSC alliance's China - departing loading rate was 94.9%, with a slight 0.5% increase, and its Asian - departing loading rate in week W5 reached 98.6%; the Gemini alliance's China - departing loading rate was 88.9%, up 3.6% from the previous period [10]. Shipping Capacity - The average weekly shipping capacity from late February (weeks W8 - W9) was 224,300 TEUs, slightly lower than the 239,000 TEUs average during the same Spring Festival period last year [13]. - The monthly average weekly shipping capacity in March was 301,000 TEUs, significantly higher than the 258,000 TEUs average during the same period last year. Starting from mid - March, the shipping capacity increased significantly, with the average weekly shipping capacity from weeks W11 - W13 reaching 327,000 TEUs [13]. Shipping Schedule and Index - In week W6, 6 sailings were postponed to week W7, including 1 from Gemini, 1 from OA, and 4 from MSC and PA. The overall operation of Chinese ports was normal. In Shanghai Port, 6 sailings in week W6 were postponed to week W7, and 1 sailing skipped a port [20]. - The SCFIS (European Line) index closed at 1657.94 points, a 7.5% decrease from the previous period [20]. - The actual departing shipping capacity from Shanghai Port on the European line in week W6 was 211,400 TEUs, of which 36% were postponed sailings from week W5. By alliance, the weights of Gemini, OA, PA + MSC, and MSC were 21%, 42%, 23%, and 14% respectively [20]. Port Congestion - In Chinese ports, the average turnaround time at Yangshan Port was about 1.7 days, at Ningbo Port about 2.4 days, and at Yantian Port about 1.3 days. With the approaching Spring Festival, the pressure on domestic ports is expected to gradually ease [23]. - In Southeast Asian ports, the pressure has significantly eased compared to the previous period. The average time ships spent in port at Singapore Port was 1.2 days, and at Port Klang was 1.3 days [23]. - In European ports, the pressure has slightly eased compared to the previous period. However, due to continuous low - temperature and snowfall weather, the port operation outlook remains uncertain. The average time ships spent in port at Antwerp was about 1.5 days, at Rotterdam 2.3 days, at Hamburg 3.5 days, and at Bremen 1.4 days [23].