欧线航数脉搏2026W10

1. Report Industry Investment Rating - No information provided in the given content. 2. Core Viewpoints of the Report - The loading rate of the European route fleet departing from China in W9 was 92.7%, with a slight increase of 0.9% compared to the previous period. The loading rate of the European route fleet departing from Asia in W8 was 98.8%, with a slight increase of 0.7% compared to the previous period. The loading difference between Asia and China was 7.0%. [10] - The average weekly capacity from W12 - W13 in the second half of March was 29.3 million TEU, higher than the average level of 26.1 million TEU in the first half. The average weekly capacity in April was 31.7 million TEU, with 5 TBN. It was higher than the average level of 30.7 million TEU in the same period last year. [14] - The SCFIS (European route) index closed at 1463.40 points, a decrease of 7.0% compared to the previous period. [24] - The operating conditions of Chinese ports have been significantly improved due to the weakening market demand. The pressure on Southeast Asian ports has been significantly relieved compared to the previous period, and the pressure on European ports has continued to improve month - on - month. [27] 3. Summary by Relevant Catalogs 3.1 European Route Loading Rate Tracking - The loading rate of the European route fleet departing from China in W9 was 92.7%, with a slight increase of 0.9% compared to the previous period (previous period: 91.8%). The loading rate of the European route fleet departing from Asia in W8 was 98.8%, with a slight increase of 0.7% compared to the previous period (previous period: 98.1%). The loading difference between Asia and China was 7.0%. [10] - OA's loading rate departing from China was 94.0%, with a slight decrease of 0.6% compared to the previous period. PA and MSC's loading rate departing from China was 92.7%, with an increase of 1.5%. Their loading rate departing from Asia in W8 reached 98.8%. Gemini's loading rate departing from China was 90.5%, with an increase of 5.0%. The transshipment demand continued to decrease, and its loading rate departing from Asia in W8 reached 100.6%. [10] 3.2 European Route Ship Schedule and Capacity - The average weekly capacity from W12 - W13 in the second half of March was 29.3 million TEU, higher than the average level of 26.1 million TEU in the first half. [14] - The average weekly capacity in April was 31.7 million TEU, with 5 TBN. It was higher than the average level of 30.7 million TEU in the same period last year. The supply pressure in the first two weeks (W14 - W15) of April was significant, with an average weekly capacity of 33.6 million TEU. The supply pressure in the second half (W16 - W18) was relatively alleviated, with an average weekly capacity of 30.5 million TEU, but the pending voyages were concentrated in the second half, and the supply still had uncertainties. [14] 3.3 Ship Schedule Delays and Index Trends - In W9, 3 ship schedules were postponed to W7, including 1 voyage of Gemini, 1 voyage of OA, and 1 voyage of MSC and PA. In Shanghai Port, 1 ship schedule in W9 was postponed to W10, and there were also 2 voyages with port - skipping and late - departure situations. [23] - The SCFIS (European route) index closed at 1463.40 points, a decrease of 7.0% compared to the previous period. The actual departure capacity of the European route in Shanghai Port in W9 was 18.89 million TEU, of which 7% were delayed ship schedules from W8. [24] 3.4 Port Congestion Data - In China, the average turnover time in Yangshan Port was about 1.4 days, about 1.3 days in Ningbo Port, and about 1.3 days in Yantian Port. The operating conditions of Chinese ports have been significantly improved due to the weakening market demand. [27] - In Southeast Asia, the pressure on ports has been significantly relieved compared to the previous period. The average time of ships in Singapore Port was 1.3 days, and in Port Klang was 1.3 days. [27] - In Europe, the pressure on ports has continued to improve month - on - month. The average time in Antwerp Port was about 1.5 days, 2.4 days in Rotterdam, 2.9 days in Hamburg Port, and 1.7 days in Bremen Port. [27] 3.5 Futures and Spot - The report presents the seasonal trends of SCFIS (European route), the historical contract delivery settlement prices and current contract settlement prices of EC, the EC forward curve, and the seasonal coefficients of SCFI (European route) (corresponding to the dates of SCFIS), as well as the price differences between different contract months. [29]