Report Industry Investment Rating - Not provided Core Viewpoints - In early November, the planned capacity on European and American routes declined from a high level, while the capacity on the China - Southeast Asia route remained high. The volume of cargo - laden containers shipped from China to the US decreased again, the arrival volume at US ports continued to decline, and the throughput at domestic ports rebounded and remained higher than last year. In mid - October, the US booking volume rebounded [1][2]. Summaries by Related Catalogs High - Frequency Capacity Data - In the 45th week (November 2 - 9), the planned capacity on the US West route was 273,000 TEU, a significant decline of 30% year - on - year and 19% month - on - month; the capacity on the US East route was 164,000 TEU, a year - on - year decline of 9.5% and a month - on - month decline of 23.9%. The capacity on the China - Southeast Asia route was 583,000 TEU, with a year - on - year positive growth of 40.6% and a month - on - month decline of 8.5% [1]. - In the 45th week, the planned capacity on the China - Northern Europe route was 325,000 TEU, with a month - on - month decline of 5.6% and a year - on - year increase of 23.5%; the capacity on the Mediterranean route was 230,000 TEU, a year - on - year increase of 36.8% and a month - on - month decline of 14.8% [2]. Cargo - Laden Container Volume Data Sent to the US - As of October 27, the volume of cargo - laden containers shipped from China to the US was 342,000 TEU, a 6.5% decline from the previous week, and the number of ships was 43, also a 6.5% decline from the previous week. The volume of cargo - laden containers shipped from Vietnam to the US rebounded to 140,000 TEU, a 47.3% month - on - month increase [2]. US Port Arrival Volume Data - As of October 28, the weekly total arrival volume of imported goods at US ports was 465,000 TEU, a 15.7% month - on - month decline; the previous week's data was revised to 550,000 TEU, a 5.9% month - on - month increase. The arrival volume of imported containers from China was 160,000 TEU, and the previous week's data was revised to 202,000 TEU, with only a 0.5% month - on - month increase; the arrival volume of imported containers from Vietnam was 61,000 TEU, and the previous week's data was revised to 74,000 TEU, a 41.7% month - on - month increase [2]. Domestic Port Throughput Data - In the week of October 26, the container throughput at domestic ports decreased by 8.5% month - on - month, was basically flat year - on - year, and reached 5.903 million TEU [2]. Vizion Booking Data - From October 13 - 20, the total US booking volume was updated to 353,000 TEU, a 11.4% month - on - month increase and a 0.8% year - on - year increase; the booking volume from China was 141,000 TEU, a 27% month - on - month increase and a 0.1% year - on - year decrease [3]