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].

Group 1 - The 90-day tariff suspension has led U.S. companies to stockpile goods for Black Friday and Christmas, creating a demand "tug-of-war" for ports and shipping companies [1] - Following the announcement of tariff increases by Trump in April, container ship orders from China to the U.S. have sharply declined, putting significant pressure on port throughput capacity due to a rapid increase in import volumes [1] - U.S. retailers typically arrange imports for Black Friday and Christmas between July and mid-October, but the tariff suspension agreement expiring on August 10 is prompting early orders from importers [1] Group 2 - Economists predict that despite a trade agreement, U.S. economic growth will be significantly lower this year due to rising price pressures and severe policy uncertainty [2] - Freightos indicates that the current 30% tariff level is likely to encourage shippers to load containers early to prepare for potential tariff increases in August, which will stress freight rates and port throughput capacity [2] - Freightos forecasts that shipping costs will remain lower than last year's peak season rates, with costs for a 40-foot container to the U.S. West Coast at $8,000 and to the East Coast at over $9,800, due to fleet expansion and increased competition among new shipping alliances [2]