Report Title - Focused Container Port and Key Hub Monitoring 20250716 [1] Report Author - Lan Xi from the Black and Shipping Department of Orient Securities Derivatives Research Institute [1] Report Industry Investment Rating - Not provided Core Viewpoints - In Asia, the superposition of typhoon season and export peak will continue to put pressure on domestic port operations, and the congestion pressure in Southeast Asian ports has rebounded after a brief easing [2]. - In Europe, issues such as summer vacations, labor shortages, railway shutdowns in Germany, and low water levels in the Rhine will gradually emerge in the next two months, causing European ports to face continuous pressure of increased congestion [2]. - In North America, the scale of ships in US ports has slightly increased, but the overall congestion level is still controllable, with a slight increase in the duration of ships in ports on the west coast and no significant change on the east coast [2]. Summary by Directory Data Review - **Asia Ports** - Yangshan Port: The weekly average waiting time/berthing time of ocean - going container ships is 18.2 hours/24.9 hours, with 23/32 ships at anchor/berthing. The average turnover time is about 2 days [2]. - Ningbo Port: The weekly average waiting time/berthing time is 14.3 hours/25.4 hours, with 17/39 ships at anchor/berthing. The average turnover time is about 2 days [2]. - Qingdao Port: The weekly average waiting time/berthing time is 34.5 hours/42.1 hours, and the average turnover time exceeds 3 days [2]. - Singapore Port: The weekly average waiting time/berthing time is 2.2 hours/30.1 hours, with 2/42 ships at anchor/berthing. The average time in port is 1.3 days [2]. - Port Klang: The weekly average waiting time/berthing time is 19.6 hours/34.8 hours, with 8/20 ships at anchor/berthing. The average time in port is 2.3 days [2]. - **European Ports** - Rotterdam, Antwerp, Hamburg, and Bremen: The weekly average waiting time/berthing time of ocean - going container ships are 14.4 hours/49.4 hours, 19.0 hours/36.3 hours, 11.2 hours/43.1 hours, and 28.1 hours/47.4 hours respectively, with 3/21, 3/20, 2/18 ships at anchor/berthing [2]. - Valencia: The weekly average waiting time/berthing time is 2.7 hours/40.9 hours, with 7/8 ships at anchor/berthing [2]. - The average time in port of Antwerp, Rotterdam, Hamburg, and Bremen are about 2.6 days, 2.5 days, 2.2 days, and 2.8 days respectively [2]. - **North American Ports** - Long Beach, Los Angeles, and Tacoma: The weekly average waiting time/berthing time of ocean - going container ships are 0 hours/127.2 hours, 6.6 hours/123.4 hours, and 15.7 hours/84.0 hours respectively. There are 0 ships at anchor in Long Beach and Los Angeles, and 19 ships berthing [2]. - New York, Savannah, and Norfolk: The weekly average waiting time/berthing time are 1.3 hours/46.0 hours, 13.3 hours/31.2 hours, and 6.7 hours/23.4 hours respectively. There is 1/10 ship at anchor/berthing in New York [2]. - Houston Port: The weekly average waiting time/berthing time is 0 hours/51.0 hours [2]. Data Overview - The latest average time in port of various ports, monthly and annual comparisons are presented. For example, Yangshan Port's latest time in port is 44.0 hours, with a monthly decrease of 9.0 hours and an annual increase of 19.1 hours [6]. Asian Port Dynamic Tracking - Data on the scale of container ships in ports, the number of ships at anchor and berthing, and the average time in port of ocean - going ships in Asian ports are provided [10][17] European Port Dynamic Tracking - Data on the scale of container ships in ports, the number of ships at anchor and berthing, and the average time in port of ocean - going ships in European ports are provided [20][26] North American Port Dynamic Tracking - Data on the scale of container ships in ports, the number of ships at anchor and berthing, and the average time in port of ocean - going ships in North American ports are provided [36][40] Large Ship Arrival and Key Hub Monitoring - Data on the arrival of large - scale container ships at key ports such as Yangshan, Ningbo, and Singapore, and the arrival of 12,000 + container ships of different alliances in Asia, Northwest Europe, and the Mediterranean are provided [44][47] - Data on the passage of container ships through the Cape of Good Hope, Suez Canal, and Panama Canal are provided [50][51]

Report Information - Report Title: Key Container Ports and Critical Hubs Monitoring 20250709 [1] - Research Institute: Orient Securities Derivatives Research Institute - Department: Black and Shipping Department - Analyst: Lan Xi - Qualification Number: F03086543 - Investment Consulting Number: Z0016590 Core Viewpoints - In Asia, the superposition of typhoon season and export peak season will continue to put pressure on domestic port operations. The average stay time of ships in Qingdao and Yangshan Port is increasing, and port congestion in South China has slightly worsened. Congestion in Southeast Asia has significantly improved, and port operations are expected to cool down. [4] - In Europe, the previous strikes have continuously affected the operation of Antwerp Port. High - temperature weather, low Rhine water levels, and German railway construction have led to high utilization rates of German port yards and slow ship operations. Summer vacations and labor shortages will increase the risk of congestion in European ports. [4] - In North America, the scale of ships in the ports of the western United States has slightly increased, but the overall congestion is controllable, and the stay time of ships in ports has not significantly extended. [4] Data Summary 1. Port Ship Stay Time | Port Region | Latest Period (hours) | Month - on - Month Change (hours) | Year - on - Year Change (hours) | Monthly Average (hours) | Last Year's Same Period (hours) | | --- | --- | --- | --- | --- | --- | | Yangshan, China | 53.8 | 4.3 | 24.2 | 49.5 | 29.6 | | Ningbo, China | 42.0 | 1.9 | 4.5 | 40.1 | 37.6 | | Singapore, Southeast Asia | 35.3 | 3.8 | 1.4 | 31.4 | 33.9 | | Port Klang, Southeast Asia | 27.1 | - 22.1 | - 45.3 | 49.2 | 72.3 | | Busan, South Korea | 27.3 | - 4.1 | - 5.1 | 31.4 | 32.4 | | Rotterdam, Northwest Europe | 51.5 | - 6.2 | - 6.2 | 57.7 | 57.7 | | Hamburg, Northwest Europe | 68.6 | 10.1 | 8.9 | 58.6 | 59.8 | | Felixstowe, Northwest Europe | 55.1 | - 4.0 | - 1.0 | 59.1 | 56.1 | | Valencia, Mediterranean | 38.8 | - 3.9 | - 8.9 | 42.7 | 47.8 | | Piraeus, Mediterranean | 53.6 | - 5.0 | 4.4 | 58.5 | 49.2 | | Long Beach, Western US | 101.7 | - 6.9 | - 2.1 | 108.6 | 103.8 | | Los Angeles, Western US | 108.1 | 6.8 | 10.4 | 101.3 | 97.7 | | New York, Eastern US | 48.2 | 4.9 | - 15.1 | 43.3 | 63.3 | | Savannah, Eastern US | 49.0 | 3.3 | - 25.5 | 45.7 | 74.5 | | Santos, South America | 71.5 | 25.4 | - 32.3 | 46.1 | 103.7 | [7] 2. Port Ship Quantity and Waiting/Staying Time - **Asia**: Yangshan Port, Waigaoqiao, Ningbo Port, Qingdao, Singapore Port, and Port Klang have different numbers of ships at anchor/berth and average waiting/staying times. For example, Yangshan Port's average waiting/staying times are 29.6 hours/24.9 hours, and the latest number of ships at anchor/berth is 7/23. [4] - **Europe**: Ports such as Rotterdam, Antwerp, Hamburg, Bremen, and Valencia also have corresponding data. For example, Rotterdam's average waiting/staying times are 12.9 hours/41.4 hours, and the latest number of ships at anchor/berth is 3/29. [4] - **North America**: Ports like Long Beach, Los Angeles, Tacoma, New York, Savannah, Norfolk, and Houston have their own data. For example, Long Beach's average waiting/staying times are 0 hours/116.2 hours, and the number of ships at anchor/berth is 2/26. [4] 3. Large - Ship Arrival and Key Hub Monitoring - The arrival situations of large - scale container ships at ports such as Yangshan Port, Ningbo Port, and Singapore Port are monitored, including different ship - size categories (e.g., 1.2 - 1.7w and 1.7w+). [37] - The arrival situations of 1.2w+ container ships of different alliances (Gemini, OA, PA + MSC) at ports in Asia, Northwest Europe, and the Mediterranean are also monitored. [40][45] - The passage situations of container ships through key hubs such as the Cape of Good Hope, Suez Canal, and Panama Canal are presented, including the number of ships and container throughput. [42]

Report Information - Report Title: Key Container Ports and Critical Hub Monitoring 20250626 [1] - Research Institute: Orient Futures Derivatives Research Institute - Department: Black and Shipping - Analyst: Lan Xi - Qualification Number: F03086543 - Investment Consulting Number: Z0016590 Report Core View - The operation of domestic ports will continue to be under pressure due to the superposition of typhoon season and export peak season. European ports still face potential congestion risks, and the scale of ships in US West ports has increased, but the congestion is currently controllable [2]. Data Review Asia Ports - **Container Ship Dwell Time and Quantity**: In Yangshan Port and Waigaoqiao, the weekly average waiting time/berthing time of ocean - going container ships are 21.7 hours/23.8 hours and 1.0 hour/20.3 hours respectively, with the latest number of container ships at anchor/berthed being 27/29 and 22/27. In Ningbo Port, they are 14.7 hours/25.8 hours, and 28/34. In Qingdao Port, 28.5 hours/49.2 hours. In Singapore Port, 1.0 hour/28.7 hours, and 8/48. In Port Klang, 5.3 hours/31.3 hours, and 4/20 [2]. - **Congestion Situation**: Affected by fog and big waves, the congestion in Qingdao Port has deteriorated significantly. Although the congestion in Shanghai and Ningbo areas has improved, the ship dwell time in port is still at an absolute high. Affected by Typhoon No. 1, ports in South China have been shut down, and the congestion and ship - schedule delays have worsened. There is a risk of further deterioration due to the possible formation of Typhoon No. 3. Port Klang's congestion has eased, but there is a risk of recurrence, and the congestion pressure in Singapore Port has increased [2]. Europe Ports - **Container Ship Dwell Time and Quantity**: In Rotterdam, Antwerp, Hamburg, and Bremen, the weekly average waiting time/berthing time of ocean - going container ships are 13.2 hours/48.8 hours, 15.7 hours/37.2 hours, 9.3 hours/48.4 hours, and 3.4 hours/37.3 hours respectively, with the latest number of container ships at anchor/berthed being 4/28, 10/10, 4/12. In Valencia, they are 7.7 hours/35.5 hours, and 3/10 [2]. - **Congestion Situation**: Most ports in Northwest Europe have better congestion conditions than the same period last year, but only Antwerp and Bremen still have relatively serious congestion. However, the risks in European ports remain, as planned strikes in Belgium, railway construction in Germany, and the upcoming summer holidays all indicate potential pressure for increased congestion [2]. North America Ports - **Container Ship Dwell Time and Quantity**: In Long Beach, Los Angeles, and Tacoma, the weekly average waiting time/berthing time of ocean - going container ships are 0 hours/95.4 hours, 2.8 hours/105.6 hours, and 0 hours/91.2 hours respectively. The number of container ships at anchor in Long Beach and Los Angeles is 0, and the number of berthed container ships is 22. In New York, Savannah, and Norfolk, they are 2.9 hours/41.3 hours, 4.2 hours/35.8 hours, and 17.1 hours/23.1 hours respectively. In New York, the number of container ships at anchor/berthed is 0/9. In Houston Port, they are 6.7 hours/47.6 hours [2]. - **Congestion Situation**: Affected by the concentrated arrival of goods, the scale of ships in US West ports has increased, but the current congestion is controllable, and the ship dwell time in port has not significantly extended [2]. Key Container Ports Dwell Time - The report provides the latest period, monthly average, year - on - year, and month - on - month data of the dwell time of key container ports such as Yangshan, Ningbo, Singapore, and Rotterdam [5]. Port Dynamic Tracking - **Asia**: It shows the in - port scale of container ships in China and Southeast Asia, and the average in - port time, waiting time, and berthing time of container ports [8][16] - **Europe**: It presents the in - port scale of container ships in Northwest Europe and the Mediterranean/Black Sea, and the average in - port time, waiting time, and berthing time of container ports [19][27] - **North America**: It displays the in - port scale of container ships in North America, and the average in - port time, waiting time, and berthing time of container ports [39][41] Large - Ship Arrival and Key Hub Monitoring - It monitors the arrival situation of large - container ships in ports such as Yangshan, Ningbo, and Singapore, and the arrival situation of 1.2w+ container ships of different alliances in Asia, Northwest Europe, and the Mediterranean [45][48] - It also monitors the passage conditions of container ships at the Cape of Good Hope, Suez Canal, and Panama Canal [50]

Report Information - Report Title: Key Container Ports and Key Hubs Monitoring 20250619 [1] - Research Institute: Orient Securities Derivatives Research Institute - Department: Black and Shipping Department - Analyst: Lan Xi - Qualification Number: F03086543 - Investment Consulting Number: Z0016590 Core Viewpoints - Seasonal typhoons have led to a resurgence of congestion in the Yangtze River Delta ports, with a slight increase in the waiting time for ships at Yangshan Port. Port Klang continues to operate at full capacity, maintaining high congestion levels. With the approaching global shipping peak season, ports will face continued pressure [2] - Congestion in Northwest Europe has slightly eased compared to the previous period, but congestion at the Port of Antwerp remains high. A national strike will be held at the port on the 25th of this month, which may further impact its operations [2] - North American ports are operating well. It is expected that the volume of goods arriving in the US will continue to increase starting this week. Attention should be paid to whether regional congestion will occur [2] Port Data Summaries Asian Ports - **Ship Time Data**: Yangshan Port's weekly average waiting/berthing time for ocean - going container ships is 36.6 hours/25.1 hours, with 27/31 ships at anchor/berthed. Ningbo Port's corresponding times are 16.7 hours/25.4 hours, with 14/35 ships at anchor/berthed. Qingdao's are 18.6 hours/24.9 hours. Singapore Port's are 2.8 hours/28.1 hours, with 5/44 ships at anchor/berthed. Port Klang's are 29.4 hours/29.6 hours, with 12/21 ships at anchor/berthed [2] - **In - port Duration Data**: The latest in - port durations for Yangshan, Ningbo, Singapore, Port Klang, and other ports are 60.0 hours, 55.4 hours, 30.9 hours, 57.1 hours, etc., with corresponding year - on - year and month - on - month changes [6] European Ports - **Ship Time Data**: Rotterdam, Antwerp, Hamburg, and Bremen's weekly average waiting/berthing times for ocean - going container ships are 3.3 hours/44.2 hours, 26.6 hours/34.7 hours, 15.1 hours/51.9 hours, 11.8 hours/41.3 hours respectively. Valencia's are 5.7 hours/36.6 hours [2] - **In - port Duration Data**: Rotterdam, Hamburg, and other ports have corresponding in - port durations and changes compared to the same period last year and the previous month [6] North American Ports - **Ship Time Data**: Long Beach, Los Angeles, and Tacoma's weekly average waiting/berthing times for ocean - going container ships are 0 hours/149.1 hours, 0 hours/98.9 hours, 0 hours/74.1 hours respectively. New York, Savannah, and Norfolk's are 0 hours/36.8 hours, 16.7 hours/35.1 hours, 10.6 hours/23.7 hours respectively. Houston Port's are 19.1 hours/53.5 hours [2] - **In - port Duration Data**: Long Beach, Los Angeles, New York, and other ports have corresponding in - port durations and changes compared to the same period last year and the previous month [6] Other Monitoring Data - **Large - ship Arrival Situation**: The report monitors the arrival situations of large - scale container ships at ports such as Yangshan Port, Ningbo Port, and Singapore Port, including the arrival numbers of ships with different tonnages [42] - **Key Hub Monitoring**: Monitors the passage situations of container ships at key hubs such as the Cape of Good Hope, Suez Canal, and Panama Canal [48]

Group 1: Tariff Changes - The U.S. Department of Commerce announced a 50% tariff on various steel household appliances starting June 23, including dishwashers, washing machines, and refrigerators, classified as "steel derivative products" [2] - The tariff will be calculated based on the value of the steel components in each product, for example, a washing machine valued at $1,000 with $300 in steel components will incur a tariff of $150 [2] Group 2: Port Congestion - Congestion is reported at several ports, including Los Angeles, where APM has fewer container pickups and ETS has limited access to closed areas [3] - In Toronto, Prince Rupert and Vancouver are experiencing congestion, with train loading times increasing by 2-3 weeks and delays of 3-4 days for train arrivals [6] Group 3: End-User Challenges - Amazon is facing significant backlog issues, with various locations reporting delays in booking and fulfillment, particularly in the West Coast [3][9] - In Vancouver, specific warehouses are experiencing strict size and weight restrictions, leading to increased rejection rates for oversized packages [7] Group 4: Compliance and Regulations - The Shenzhen Maritime Safety Administration is intensifying efforts to combat false declarations of hazardous cargo, especially under extreme weather conditions [4] - Companies are advised to ensure compliance with regulations regarding hazardous materials to avoid penalties [4]

Report Information - Report Title: Key Container Ports and Key Hub Monitoring 20250612 [1] - Research Institute: Orient Securities Derivatives Research Institute [1] - Department: Black and Shipping Department [1] - Analyst: Lan Xi [1] - Qualification Number: F03086543 [1] - Investment Consulting Number: Z0016590 [1] Industry Investment Rating - Not provided in the report Core Viewpoints - Coastal regional fog and the start of the typhoon season, along with the export peak season, have affected domestic port operations and worsened congestion, making it difficult for domestic ports to recover in the short term. The Port of Klang is operating under overload, and port congestion remains high. North American ports are operating well, but an increase in incoming goods is expected, and attention should be paid to potential regional congestion [2]. Summary by Directory Data Review - **Asian Ports**: - In the Yangshan and Waigaoqiao ports, the weekly average waiting time/berthing time for ocean - going container ships are 16.9 hours/24.3 hours and 13.8 hours/18.0 hours respectively, with the latest number of container ships at anchor/berthed being 24/30 and 35/27. In the Port of Ningbo, the corresponding times are 11.9 hours/26.3 hours, and the number of ships at anchor/berthed is 24/38. In the Port of Qingdao, the times are 20.6 hours/43.2 hours. In the Port of Singapore, the times are 3.4 hours/29.8 hours, with 8/47 ships at anchor/berthed. In the Port of Klang, the times are 31.0 hours/28.6 hours, and the number of ships at anchor/berthed is 19/22 [2]. - The latest average stay in port for Yangshan, Ningbo, Singapore, and Klang ports are 40.0 hours, 36.9 hours, 33.0 hours, and 60.7 hours respectively. Compared to the previous month, they changed by - 3.4 hours, - 4.5 hours, 0.8 hours, and 5.0 hours; compared to the same period last year, they changed by 14.2 hours, 0.8 hours, - 6.7 hours, and 1.4 hours [6]. - **European Ports**: - In Rotterdam, Antwerp, Hamburg, and Bremen, the weekly average waiting time/berthing time for ocean - going container ships are 11.9 hours/49.1 hours, 23.2 hours/41.9 hours, 9.3 hours/42.4 hours, and 14.9 hours/37.6 hours respectively. The latest number of container ships at anchor/berthed are 0/22, 6/17, 6/17. In Valencia, the corresponding times are 3.0 hours/36.5 hours, and the number of ships at anchor/berthed is 4/12 [2]. - The latest average stay in port for Rotterdam and Hamburg ports are 61.0 hours and 51.2 hours respectively. Compared to the previous month, they changed by 3.5 hours and - 15.5 hours; compared to the same period last year, they changed by 7.7 hours and - 9.3 hours [6]. - **North American Ports**: - In Long Beach, Los Angeles, and Tacoma, the weekly average waiting time/berthing time for ocean - going container ships are 0 hours/88.1 hours, 1.5 hours/85.8 hours, and 0 hours/78.0 hours respectively. The number of container ships at anchor in Long Beach and Los Angeles is 0, and the number of berthed ships is 18. In New York, Savannah, and Norfolk, the corresponding times are 6.7 hours/44.7 hours, 17.5 hours/36.1 hours, and 5.6 hours/22.7 hours. In New York, the number of ships at anchor/berthed is 0/9. In the Port of Houston, the times are 10.3 hours/47.9 hours [2]. - The latest average stay in port for Long Beach, Los Angeles, and New York ports are 77.2 hours, 85.2 hours, and 50.4 hours respectively. Compared to the previous month, they changed by - 11.3 hours, - 9.5 hours, and 5.5 hours; compared to the same period last year, they changed by - 30.6 hours, - 16.5 hours, and 1.5 hours [6]. Asian Port Dynamic Tracking - Data on the scale of container ships in port in China and Southeast Asia, the number of container ships at anchor and berthed in Southeast Asian and Chinese ports, and the average waiting time, berthing time, and stay in port for ocean - going container ships in Southeast Asian and Chinese ports are presented in graphs [10][12][16]. European Port Dynamic Tracking - Data on the scale of container ships in port in Europe, the number of container ships at anchor and berthed in Northwest European and Valencia ports, and the average waiting time, berthing time, and stay in port for ocean - going container ships in Northwest European and Mediterranean ports are presented in graphs [19][21][24]. North American Port Dynamic Tracking - Data on the number of container ships at anchor and berthed in North American ports, the average waiting time, berthing time, and stay in port for ocean - going container ships in North American ports, and the scale of container ships in port in North America are presented in graphs [34][37][40]. Large - Ship Arrival and Key Hub Monitoring - Data on the arrival of large - scale container ships at Yangshan, Ningbo, and Singapore ports, the arrival of 1.2w + container ships of different alliances in Asian, Northwest European, and Mediterranean ports, and the passage of container ships through the Cape of Good Hope, Suez Canal, and Panama Canal are presented in graphs [42][49][50].

Report Title - Focus Container Port and Key Hub Monitoring 20250604 [1] Data Review Asia Ports - Yangshan Port: The weekly average waiting time/berthing time of ocean - going container ships is 24.1 hours/23.8 hours, with 28/29 ships at anchor/berthed; congestion has worsened compared to the previous period [2]. - Ningbo Port: The weekly average waiting time/berthing time of ocean - going container ships is 12.6 hours/26.0 hours, with 14/33 ships at anchor/berthed; domestic main ports' congestion has worsened, and the average ship stay in port has increased [2]. - Singapore Port: The weekly average waiting time/berthing time of ocean - going container ships is 4.0 hours/29.2 hours, with 6/46 ships at anchor/berthed [2]. - Port Klang: The weekly average waiting time/berthing time of ocean - going container ships is 34.4 hours/27.9 hours, with 14/25 ships at anchor/berthed; it continues to operate under overload, and congestion has worsened, with the average ship stay in port extended to 3 days [2]. Europe Ports - Rotterdam, Antwerp, Hamburg, Bremen: The weekly average waiting time/berthing time of ocean - going container ships are 12.4 hours/42.2 hours, 25.3 hours/45.1 hours, 10.9 hours/38.7 hours, 6.2 hours/37.0 hours respectively; intermittent strikes, cargo backlogs, and labor shortages cause congestion and common schedule delays [2]. - Valencia: The weekly average waiting time/berthing time of ocean - going container ships is 0.6 hours/37.6 hours, with 2/10 ships at anchor/berthed [2]. North America Ports - Long Beach, Los Angeles, Tacoma: The weekly average waiting time/berthing time of ocean - going container ships are 0 hours/77.2 hours, 1.2 hours/84.6 hours, 0 hours/113.4 hours respectively; operations are in good condition, but attention should be paid to potential congestion when more goods arrive [2]. - New York, Savannah, Norfolk: The weekly average waiting time/berthing time of ocean - going container ships are 0 hours/38.9 hours, 18.5 hours/35.3 hours, 2.2 hours/22.5 hours respectively [2]. - Houston Port: The weekly average waiting time/berthing time of ocean - going container ships is 5.0 hours/49.6 hours [2]. Port Stay Duration Summary - Yangshan: The latest stay is 48.3 hours, with a monthly increase of 5.8 hours and a yearly increase of 15.4 hours [6]. - Ningbo: The latest stay is 38.8 hours, with a monthly decrease of 3.2 hours and a yearly increase of 4.2 hours [6]. - Singapore: The latest stay is 33.2 hours, with a monthly increase of 2.0 hours and a yearly decrease of 8.6 hours [6]. - Port Klang: The latest stay is 61.6 hours, with a monthly increase of 11.6 hours and a yearly increase of 5.0 hours [6]. - Busan: The latest stay is 35.1 hours, with a monthly increase of 1.2 hours and a yearly increase of 5.7 hours [6]. - Rotterdam: The latest stay is 51.4 hours, with a monthly decrease of 6.9 hours and a yearly decrease of 7.0 hours [6]. - Hamburg: The latest stay is 51.7 hours, with a monthly decrease of 24.5 hours and a yearly decrease of 20.5 hours [6]. - Felixstowe: The latest stay is 88.0 hours, with a monthly increase of 19.2 hours and a yearly increase of 31.6 hours [6]. - Valencia: The latest stay is 34.5 hours, with a monthly decrease of 8.7 hours and a yearly decrease of 1.1 hours [6]. - Piraeus: The latest stay is 60.9 hours, with a monthly decrease of 0.6 hours and a yearly increase of 39.2 hours [6]. - Long Beach: The latest stay is 87.2 hours, with a monthly decrease of 7.9 hours and a yearly decrease of 19.5 hours [6]. - Los Angeles: The latest stay is 88.2 hours, with a monthly decrease of 14.8 hours and a yearly decrease of 14.9 hours [6]. - New York: The latest stay is 38.9 hours, with a monthly decrease of 7.8 hours and a yearly decrease of 9.5 hours [6]. - Savannah: The latest stay is 53.1 hours, with a monthly decrease of 2.9 hours and a yearly decrease of 21.3 hours [6]. - Santos: The latest stay is 52.8 hours, with a monthly increase of 13.6 hours and a yearly decrease of 3.1 hours [6]. Key Insights - Asian ports, especially some in China and Southeast Asia, are facing increasing congestion, and with the release of pre - export orders and the arrival of the shipping peak season, port pressure will continue to rise [2]. - European ports, affected by issues such as strikes and labor shortages, still have congestion problems and widespread schedule delays [2]. - North American ports are currently operating well, but there is a need to watch out for potential congestion when more goods arrive [2].

Report Overview - Report Title: Key Container Ports and Critical Hub Monitoring 20250528 [1] - Research Institute: Orient Futures Derivatives Research Institute - Department: Black and Shipping Department - Analyst: Lan Xi - Qualification Numbers: F03086543 (从业资格号), Z0016590 (投资咨询号) 1. Report Industry Investment Rating - Not provided in the given content 2. Report Core View - The report monitors the operating conditions of key container ports around the world, including average berthing times, number of ships at anchor and in berth, and large ship arrival situations. It notes that domestic main ports in Asia have high average ship stay times, and it's uncertain whether the surge in Sino - US goods will worsen port congestion. Some ports in Europe face congestion due to issues like strikes and labor shortages, while North American ports are operating well, but the impact of subsequent dense cargo arrivals on congestion needs attention [2] 3. Summary by Relevant Catalogs 3.1 Data点评 - **Asian Ports**: Yangshan, Waigaoqiao, Ningbo, Qingdao, Singapore, and Port Klang are monitored. Domestic main ports in Asia have high average ship stay times, and it's uncertain whether the Sino - US goods surge will worsen congestion. Port Klang is over - loaded with congestion worsening, with an average ship stay of about 2 days [2] - **European Ports**: Rotterdam, Antwerp, Hamburg, Bremen, and Valencia are monitored. Some ports in Northwest Europe still have congestion problems and common ship delays due to intermittent strikes, cargo backlogs, and labor shortages [2] - **North American Ports**: Long Beach, Los Angeles, Tacoma, New York, Savannah, Norfolk, and Houston are monitored. North American ports are operating well, and attention should be paid to whether subsequent dense cargo arrivals will cause congestion [2] 3.2 Data Overview - The table shows the average stay times of key container ports, including the latest period, monthly average, year - on - year, and month - on - month data for various ports in Asia, Europe, and the Americas [6] 3.3 Asian Port Dynamic Tracking - It presents data on the scale of container ships in ports in China and Southeast Asia, including the number of ships at anchor and in berth, and the average stay times of ocean - going ships in different ports over time [8][12][17] 3.4 European Port Dynamic Tracking - It shows the scale of container ships in European ports, including Northwest Europe and the Mediterranean/Black Sea regions. Data on the number of ships at anchor and in berth, and the average stay times of ocean - going ships in different ports are also provided [20][22][27] 3.5 North American Port Dynamic Tracking - It monitors the number of container ships at anchor and in berth in North American ports, the scale of container ships in ports, and the average stay times of ocean - going ships in different ports [35][39][40] 3.6 Large Ship Arrival Situation and Key Hub Monitoring - It tracks the arrival situations of large container ships in Yangshan, Ningbo, and Singapore ports. It also shows the arrival situations of 1.2w+ container ships of different alliances in Asia, Northwest Europe, and the Mediterranean regions, as well as the passage conditions of container ships through the Cape of Good Hope, Suez Canal, and Panama Canal [44][47][50]

欧洲主要港口拥堵情况加剧 智通财经5月26日电，一份最新报告显示，北欧和其他枢纽地区的主要港口拥堵情况正在恶化。据伦敦 海事咨询公司Drewry周五发布的报告，3月下旬至5月中旬，德国不来梅港等候泊位的时间增加了77%。 同期，安特卫普港的延误时间增加了37%，汉堡港的延误时间增加了49%，鹿特丹港和英国费利克斯托 港的等待时间也延长了。 ...

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - The average duration of ships in major domestic ports remains at a high level. Whether the surge in Sino - US goods will cause the port congestion to continue to deteriorate needs further observation. The Port of Klang is operating under continuous overload, and the port congestion has worsened again, with the average duration of ships in the port rebounding to about 2.5 days. - Some ports in Northwest Europe still have congestion problems due to issues such as intermittent strikes, cargo backlogs, and labor shortages. A strike will be held again in Belgian ports this week, and the congestion disturbance may be difficult to eliminate in the short term. - North American ports are operating well, and attention should be paid to whether the subsequent dense arrival of goods will cause port congestion [2]. 3. Summary by Relevant Catalogs 3.1 Data Review - **Asia Ports**: - In Yangshan Port, the weekly average waiting time/berthing time of ocean - going container ships is 14.3 hours/25.5 hours, and the latest number of container ships at anchor/berthing is 19/26. In Ningbo Port, the corresponding figures are 15.5 hours/26.9 hours and 38/33. In Qingdao, it's 14.6 hours/42.6 hours. In Singapore Port, it's 3.5 hours/28.4 hours with 4/47 ships at anchor/berthing. In the Port of Klang, it's 34.8 hours/28.1 hours with 16/22 ships at anchor/berthing [2]. - The latest average duration in port of Yangshan, Ningbo, Singapore, and the Port of Klang is 39.6 hours, 40.8 hours, 31.6 hours, and 63.0 hours respectively. The month - on - month changes are - 4.3 hours, - 7.2 hours, 0.2 hours, and 20.2 hours, and the year - on - year changes are 11.0 hours, - 3.5 hours, - 7.5 hours, and 29.1 hours [6]. - **European Ports**: - In Rotterdam, Antwerp, Hamburg, and Bremen, the weekly average waiting time/berthing time of ocean - going container ships are 13.8 hours/43.0 hours, 31.0 hours/40.7 hours, 27.7 hours/46.9 hours, and 11.1 hours/43.6 hours respectively. The latest number of container ships at anchor/berthing in Rotterdam, Antwerp, and Hamburg are 4/26, 5/18, and 4/17 respectively. In Valencia, the weekly average waiting time/berthing time is 9.2 hours/36.2 hours, and the number of ships at anchor/berthing is 2/10 [2]. - The latest average duration in port of Rotterdam, Hamburg, and Valencia is 53.1 hours, 66.3 hours, and 43.7 hours respectively. The month - on - month changes are - 5.9 hours, - 6.7 hours, and - 0.4 hours, and the year - on - year changes are 1.0 hours, 14.0 hours, and 1.7 hours [6]. - **North American Ports**: - In Long Beach, Los Angeles, and Tacoma, the weekly average waiting time/berthing time of ocean - going container ships are 0 hours/82.1 hours, 3.8 hours/92.9 hours, and 0 hours/78.7 hours respectively. The number of container ships at anchor in Long Beach and Los Angeles is 0, and the number of berthing ships is 13. In New York, Savannah, and Norfolk, the weekly average waiting time/berthing time are 7.9 hours/48.1 hours, 24.1 hours/36.4 hours, and 20.7 hours/25.5 hours respectively. In New York, the number of ships at anchor/berthing is 0/12. In Houston Port, the weekly average waiting time/berthing time is 3.7 hours/45.5 hours [2]. - The latest average duration in port of Long Beach, Los Angeles, and New York is 107.3 hours, 106.1 hours, and 54.0 hours respectively. The month - on - month changes are 1.5 hours, - 3.6 hours, and 5.4 hours, and the year - on - year changes are - 1.9 hours, - 0.8 hours, and 6.6 hours [6]. 3.2 Asia Port Dynamic Tracking - The scale of container ships in port in China and Southeast Asia is presented through data on the number of container ships at anchor and berthing in different ports over time, including Shanghai, Singapore, and the Port of Klang [9][11]. - The average waiting time, berthing time, and in - port time of ocean - going container ships in Southeast Asian and Chinese container ports are tracked over time [17]. 3.3 European Port Dynamic Tracking - The scale of container ships in port in Europe, including Northwest Europe and the Mediterranean/Black Sea regions, is presented through data on the number of container ships at anchor and berthing in different ports such as Rotterdam, Antwerp, and Hamburg [20]. - The average waiting time, berthing time, and in - port time of ocean - going container ships in Northwest European and Mediterranean container ports are tracked over time [26][30]. 3.4 North American Port Dynamic Tracking - The number of container ships at anchor and berthing in North American ports, and the average waiting time, berthing time, and in - port time of ocean - going container ships in US container ports are presented [35][36]. - The scale of container ships in port in North America, including the East and West coasts, is presented [38]. 3.5 Large - Ship Arrival Situation and Key Hub Monitoring - The arrival situation of large - scale container ships in Yangshan Port, Ningbo Port, and Singapore Port is monitored over time [43]. - The arrival situation of 12,000 + TEU container ships of different alliances (Gemini, OA, PA + MSC) in Asia, Northwest Europe, and the Mediterranean is monitored [46][49]. - The passage situation of container ships through key shipping routes such as the Cape of Good Hope, Suez Canal, and Panama Canal is monitored [49].