亚洲发往欧洲的集装箱运量创新高，中国拉动

Core Insights - The maritime container transport volume from Asia to Europe increased by 8.7% year-on-year in the first quarter, reaching a historical high of 4.471 million TEUs, driven by a significant rise in shipments from the Greater China region, which grew by 11.2% [1][2] - The EU's imports from China showed strong growth in key categories, with electrical and AV equipment increasing by 30.8% and machinery by 29.2% in the first two months [1] - However, Northeast Asia's shipping volume decreased by 4.1%, while Southeast Asia saw a growth of 5.4% [2] Group 1 - The container transport volume from Asia to Europe reached 4.471 million TEUs in Q1, marking an 8.7% increase compared to the previous year [1] - The Greater China region accounted for nearly 80% of the total transport volume, with a notable increase of 11.2% [1] - The EU's imports from China in January and February showed significant growth in electrical equipment (30.8%) and machinery (29.2%) [1] Group 2 - Container shipping rates from Asia to Europe have declined, with Shanghai to Europe rates dropping by 56% from December 2024 to March 2025 due to an oversupply of container transport capacity [2] - The ongoing US-China tariff war may impact shipping volumes and rates to Europe, as Chinese companies seek to expand their market share in Europe amid slowing sales in the US [2] - The transport volume from Europe to Asia decreased by 6.0% in Q1, continuing a downward trend for seven consecutive months, attributed to declining demand in the Chinese real estate market [2]