欧线航数脉搏2026W12

1. Report Industry Investment Rating There is no information about the report industry investment rating in the provided content. 2. Core Viewpoints of the Report The report focuses on the European shipping line, covering aspects such as loading rates, ship schedules, capacity, ship - delay, port congestion, and futures and spot markets. It presents detailed data and trends for each aspect to help understand the current situation and development trends of the European shipping market [10][14][22]. 3. Summary by Relevant Catalogs 3.1 European Line Loading Rate Tracking - W11 European line fleet's average loading rate from Chinese ports was 91.2%, a 3.7% increase from the previous period (87.5%). W10 European line fleet's loading rate from Asian ports was 98.2%, a 0.8% decrease from the previous period (99.0%). The loading difference between Asian and Chinese ports widened to 10.7% due to Southeast Asian cargo volume [10]. - OA's loading rate from Chinese ports was 93.3%, a 2.8% increase from the previous period, but it has not returned to the mid - range. PA and MSC's loading rate from Chinese ports was 90.0%, a 4.7% increase, and their W10 loading rate from Asian ports was 94.3%, the lowest in recent months. Gemini's loading rate from Chinese ports was 90.6%, a 5.2% increase, and its W10 loading rate from Asian ports was 101.9% [10]. 3.2 European Line Ship Schedules and Capacity - The average weekly capacity from W12 - W13 in March was 31.3 million TEU. The average weekly capacity in April was 32.0 million TEU, with 1 TBN, higher than the average level of 30.7 million TEU in the same period last year. The supply pressure was relatively mild at the beginning of the week, with W14 capacity at 27.2 million TEU. The supply pressure became significant from the middle of the month, with the average weekly capacity from W15 - W16 at 32.1 million TEU and from W17 - W18 in late April at 32.9 million TEU [14]. - There was a new empty voyage on the BRITANNIA route in W12 [15]. 3.3 Ship - Delay and Index Trends - In W11, 2 ship schedules were delayed to W12, including 1 from Gemini and 1 from OA, and 0 from MSC and PA. The SCFIS (European line) index closed at 1556.49 points, a 0.7% increase from the previous period. The actual departure capacity of the European line from Shanghai Port in W11 was 27.09 million TEU, of which 22% were previously delayed ship schedules. In terms of different alliances, the independent weights of Gemini, OA, PA + MSC, and MSC were 21%, 56%, 24%, and 0% respectively. In the previously delayed capacity, the proportions of Gemini, OA, PA, and MSC were 40%, 34%, 26%, and 0% respectively. In the capacity departing as scheduled, the proportions of Gemini, OA, PA, and MSC were 20%, 44%, 37%, and 0% respectively [22]. 3.4 Port Congestion Data - In China, the average turnover time of Yangshan Port was about 1.5 days, Ningbo Port about 1.6 days, and Yantian Port about 1.1 days. Chinese ports were operating normally. In Southeast Asia, ports were operating normally, with the average in - port time of ships in Singapore Port being 1.3 days and in Port Klang being 1.7 days. In Europe, due to seasonal strong winds, some ports in the UK and Northwest Europe were congested, and port efficiency slightly deteriorated. The average in - port time of Antwerp Port was about 3.0 days, Rotterdam 3.1 days, Hamburg Port 4.0 days, and Bremen Port 1.6 days [26]. 3.5 Futures and Spot Markets The report presents the price trends of different futures contracts such as ECZL2.SHF, EC2604.INE, etc., as well as the price differences between different contract periods (4 - 6, 4 - 8, 6 - 8, 8 - 10 spreads), and the seasonal trends of SCFIS (European line) and SCFI (European line) [28][29].