欧线航数脉搏2026W14

Report Summary 1. Report Industry Investment Rating No information provided. 2. Core Viewpoints The report comprehensively analyzes the European line shipping market, covering aspects such as loading rates, ship schedules, capacity, port congestion, and futures and spot markets. It provides detailed data on the current situation and trends in these areas, helping to understand the market dynamics of the European line shipping industry [7][13][25]. 3. Summary by Relevant Catalogs 3.1. European Line Loading Rate Tracking - W13 European line fleet's average loading rate from Chinese ports was 91.3%, a slight 0.8% increase from the previous period (90.5%) [10]. - W12 European line fleet's loading rate from Asian ports was 98.1%, a 2.1% decrease from the previous period (100.2%). The difference in loading rates between Asian and Chinese ports has narrowed [10]. - OA's loading rate from Chinese ports was 92.9%, a 3.4% increase from the previous period, still in the lower - middle range [10]. - PA and MSC's loading rate from Chinese ports was 91.9%, a slight 0.7% increase, and their W12 loading rate from Asian ports was 96.6% [10]. - Gemini's loading rate from Chinese ports was 87.3%, a 0.32% decrease, and its W12 loading rate from Asian ports was 98.1% [10]. 3.2. European Line Ship Schedules and Capacity - In May, the monthly average weekly capacity was 266,000 TEU, with 6 TBN. Considering TBN, the monthly average weekly capacity was about 276,000 TEU, and the supply pressure decreased significantly compared to April [14]. - OA added two empty voyages in W16. The monthly average weekly capacity in April dropped to 310,000 TEU, with 1 TBN, basically the same as the average level of 307,000 TEU in the same period last year. The supply pressure was relatively high at the beginning and end of the month [15]. 3.3. Ship Schedule Delays and Index Trends - In W13, 4 ship schedules were delayed to W14, including 0 from Gemini, 1 from OA, and 3 from MSC and PA. The SCFIS (European Line) index closed at 1752.54 points, a 3.5% increase from the previous period [23]. - The actual departure capacity of the European line from Shanghai Port in W13 was 190,500 TEU, of which 11% were previously delayed ship schedules [23]. 3.4. Port Congestion Data - In China, the average turnover time of Yangshan Port was about 1.7 days, Ningbo Port about 1.8 days, and Yantian Port about 1.4 days. Due to fog, the congestion situation in Chinese ports slightly worsened [26]. - In Southeast Asia, ports were operating normally. The average time of ships in Singapore Port was 1.2 days, and in Port Klang was 1.8 days [26]. - In Europe, ports were operating normally. The average time of ships in Antwerp Port was about 2.1 days, Rotterdam 2.6 days, Hamburg Port 3.3 days, and Bremen Port 1.8 days [26]. 3.5. Futures and Spot Markets The report presents the historical contract delivery settlement prices and current contract settlement prices of EC, the forward curve, and the seasonal coefficients of SCFIS (European Line) and SCFI (European Line) [28][29].