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信达证券:美国轮胎进口需求稳健 7月原材料价格及海运费下降
智通财经网· 2025-08-14 02:25
Group 1: US Market Demand - In June, US automotive parts and tire store retail sales reached $11.693 billion, a year-on-year increase of 2.90% [1] - In July, US gasoline consumption was 8.9418 million barrels per day, a year-on-year decrease of 3.04%, while diesel consumption was 3.5098 million barrels per day, down 4.09% year-on-year [1] - US automobile sales in July were 1.3722 million units, reflecting a year-on-year increase of 7.43% [1] Group 2: Import Demand - In June, the US imported 16.8895 million semi-steel tires, a month-on-month decrease of 4.67% but a year-on-year increase of 7.75% [2] - The US imported 1.9116 million full-steel tires in June, with a month-on-month decrease of 0.39% and a year-on-year increase of 44.90% [2] - Both semi-steel and full-steel tire import volumes in June were at historically high levels, indicating robust overall demand [2] Group 3: Raw Material Prices - In July, the tire raw material price index was 151.90, showing a month-on-month decrease of 0.28% and a year-on-year decrease of 10.26% [3] - The average price of natural rubber was 14,003 yuan/ton, with a month-on-month decrease of 1.06% and a year-on-year increase of 1.00% [3] - The average price of carbon black was 6,709 yuan/ton, reflecting a month-on-month decrease of 3.13% and a year-on-year decrease of 19.47% [3] Group 4: Shipping Costs - In July, the average Baltic global container freight index (FBX) was 2,531.25 points, a month-on-month decrease of 25.46% and a year-on-year decrease of 50.19% [4] - The CCFI for the East Coast averaged 1,247.30 points, down 7.31% month-on-month and down 30.43% year-on-year [4] - The CCFI for the West Coast averaged 983.60 points, reflecting a month-on-month decrease of 14.44% and a year-on-year decrease of 40.68% [4] Group 5: New Product Launch - Sailun Group successfully launched its "Liquid Gold" tire in the Vietnamese market, marking the introduction of this high-performance tire product [5] - The launch event was attended by key executives from Sailun Group and its Vietnamese subsidiary [5]
【期货热点追踪】红海危机是过去18个月运价维持高位的关键推手,重返红海航线或导致运价大幅回落,但初期可能引发严重拥堵,未来6个月还有哪些因素将影响海运费?点击了解。
news flash· 2025-07-24 05:55
Group 1 - The Red Sea crisis has been a key driver for maintaining high freight rates over the past 18 months [1] - The return to Red Sea shipping routes may lead to a significant drop in freight rates, but initial congestion could be severe [1] - Various factors will continue to influence shipping costs over the next six months [1]