航运股跌幅居前，截至发稿，中远海能（600026）(01138)跌7.07%，报9.07港元；海丰国际(01308)跌 5.61%，报28.92港元；东方海外国际(00316)跌4.12%，报128.1港元；中远海控（601919）(01919)跌 3.98%，报13.27港元。 消息面上，据上海航运交易所消息，上周，中国出口集装箱运输需求表现较为疲软，远洋航线市场运价 继续调整，综合指数跌幅扩大。9月19日，上海航运交易所发布的上海出口集装箱综合运价指数为 1198.21点，较上期下跌14.3%。此外，欧洲航线，运输需求增长乏力，供求平衡情况不理想，即期市场 订舱价格继续下行。 北美航线，运输需求较9月初有所下降，供需基本面缺乏支撑，即期市场订舱价格出现较大幅度的回 落。波斯湾航线，运输需求表现疲软，即期市场运价继续大幅调整。澳新航线，运输需求基本稳定，市 场运价延续下行走势。南美航线，运输需求增长乏力，供需基本面承压，即期市场订舱价格继续下跌。 ...

Core Viewpoint - Shipping stocks have experienced significant declines due to weak demand for container shipping in China, leading to a continued adjustment in market freight rates [1] Group 1: Stock Performance - China COSCO Shipping Energy Transportation (01138) fell by 7.07%, trading at HKD 9.07 [1] - Seaspan Corporation (01308) decreased by 5.61%, trading at HKD 28.92 [1] - Orient Overseas International (00316) dropped by 4.12%, trading at HKD 128.1 [1] - China COSCO Shipping Holdings (01919) declined by 3.98%, trading at HKD 13.27 [1] Group 2: Market Conditions - The Shanghai Shipping Exchange reported a 14.3% decrease in the Shanghai Export Container Freight Index, which is now at 1198.21 points [1] - European routes are facing weak demand growth, resulting in declining spot market booking prices [1] - North American routes have seen a decrease in demand since early September, with significant drops in spot market booking prices [1] - The Persian Gulf route is experiencing weak demand, leading to substantial adjustments in spot market freight rates [1] - The Australia-New Zealand route shows stable demand, but market freight rates continue to decline [1] - South American routes are under pressure due to weak demand growth, with spot market booking prices continuing to fall [1]