然而，进入爱德华六世和玛丽一世统治时期，英国航运业的进展放缓，甚至有研究指出，这一阶段的航运事业存在一定的衰退。直到伊丽莎白一世继位，她 继承了大约25艘船只，并继续通过补助金政策支持造船业，推动了船只的现代化改革。1569年，她任命霍金斯为海上事务委员会顾问，霍金斯随后改革了海 军的战术，并设计出适合远洋航行的新型战船，这些船只配备了射速快、反冲力小、射程远的新型火炮，为英国航运业的发展注入了新的活力。 航运业作为现代国家综合实力的重要象征，自古以来在世界各国经济与军事实力的提升中扮演着不可或缺的角色。早期，英国与奥斯曼帝国之间的贸易联系 成为推动其航运业发展的关键因素之一。哈利勒曾提到，英国航运业的最初动力来源于"黎凡特地区"。这一地区的贸易不仅增强了英国的海上竞争力，也促 使其航运业逐渐走向成熟。 在14世纪末期，英国的航运业情况已初具规模。根据当时的统计，英国拥有约700艘船只，约14,151名水手。每艘船的平均船员大约为20人左右，而船只的 载重一般在200到300吨之间。到了亨利五世时期，英国海上力量进一步壮大。那时，拥有300—1000吨的大船数量达到了14艘，中型船只10艘，小型船只则 有14 ...

交通运输部相关负责人介绍，为全面推动航运业绿色转型，交通运输部深化运输结构优化调整，大力推 动大宗货物中长距离运输"公转水"，持续推进集装箱铁水联运，积极发展水水中转、江海直达运输，推 动综合运输结构性降碳；加速航运能源清洁低碳转型，积极推进新能源清洁能源关键技术研发和规模化 应用推广，开展船舶和港口岸电设施建设改造，拓展船舶靠港使用岸电范围，有序探索交能融合发展的 新模式；大力发展绿色港航基础设施，将生态保护理念和资源节约要求贯穿水运工程项目全过程，努力 建设绿色港口、美丽航道。 数据显示，2024年，水路货运量达到98.1亿吨，是10年前的1.64倍；水路货物周转量达到14万亿吨公 里，同比上一年增长8.8%，在货物总周转量中的占比达到55.6%；新能源清洁能源船舶规模化应用加速 推进，上海港等主要港口成功实现船舶新能源、清洁能源加注业务落地运营，国际集装箱枢纽海港港内 作业绿色集卡占比突破60%。 （文章来源：经济日报） 本报北京7月11日讯（记者齐慧）2025年7月11日是我国第二十一个航海日，也是"世界海事日"在我国的 实施日。7月11日上午，2025年中国航海日主论坛暨航海日活动启动仪式在海南省琼 ...

史蒂夫·戈登指出，中国航运业经历了从增长迅速到高质量发展的历程，中国造船厂处于绿色转型的前 沿。今年年初，欧盟和国际海事组织通过一系列减排新规，为未来船舶减排设定了技术和经济标准。在 此背景下，许多航运公司积极加码绿色投资，探索使用替代燃料。"我们看到节能技术在新船和改造项 目中得到了广泛的应用，许多中国企业和造船厂正走在这些创新趋势的前沿。"史蒂夫·戈登说。据悉， 目前全球7%的海运船队使用替代燃料，史蒂夫·戈登预计这一比例将达到20%。 据克拉克森研究公司统计，2024年，全球航运货物吞吐量达126亿吨，占全球贸易运输的90%以上；邮 轮客运量为3500万人；离岸工业，包括海上油气和海上风电保持增长。另一方面，受地缘政治事件等因 素影响，航线绕行更为频繁，吨英里数增长高达6%。史蒂夫·戈登分析认为，从近期趋势来看，由于经 济不确定性和地缘政治不确定性增加，贸易增长疲软，在一系列不利因素的干扰下，以上数据表明航运 业发展表现出韧性。"在俄乌和红海局势紧张的背景下，全球集装箱贸易今年上半年仍然实现3%到4% 的增长，但随着不确定性的增多，下半年航运业走势将更加复杂。"史蒂夫·戈登说。 近年来，中国在航运业取得 ...

Core Viewpoint - The current effective average tariff rate for all imported goods entering the U.S. is approximately 21%, significantly impacting global supply chains and shipping demand [1][4]. Group 1: Tariff and Trade Policy - The U.S. government has extended the "reciprocal tariff" delay until August 1, with President Trump stating that this date will not change [1]. - The imposition of tariffs has led to increased import costs, prompting companies to reconsider their supply chain strategies, with a noticeable trend towards localization and nearshoring [1][4]. - The tariffs are expected to reshape global supply chains, with potential long-term impacts on international shipping demand [1][4]. Group 2: Shipping and Logistics - The number of 20-foot equivalent units (TEUs) passing through the Port of Los Angeles in May was 717,000, a 5% year-on-year decrease, marking the lowest level in two years [1]. - The logistics manager index (LMI) in June rose to 60.7, the highest since September 2022, primarily due to a significant increase in inventory levels [3]. - Global shipping container rates have dropped significantly, with a 5.7% decrease in rates, and the cost for a 40-foot container is now $2,812, down 20% from the peak [3][4]. Group 3: Supply Chain Challenges - The ongoing tariff pressures and high inventory levels suggest that future import volumes may be lower than initially expected [3]. - The uncertainty surrounding trade policies may lead to fluctuations in shipping volumes as companies adjust their strategies [4]. - The rising insurance costs due to geopolitical tensions are further complicating shipping operations, impacting freight rates and consumer costs [5][6]. Group 4: Regional Economic Impact - The new tariffs imposed on imports from 14 countries range from 25% to 40%, which will increase the prices of Southeast Asian exports and affect the region's manufacturing costs [6][7]. - The potential for supply chain shifts may be limited due to the relatively small differences in tariffs across the region, slowing down the transition [6][7]. - Companies may face challenges in implementing nearshoring strategies due to the need for new supplier networks and the complexities of local regulations [7][8].

Core Viewpoint - The sinking of the "Morning Midas" car carrier has highlighted the risks associated with transporting electric vehicles by sea, particularly regarding lithium battery fires, and has raised concerns about the adequacy of current shipping practices and regulations in the industry [1][8][11]. Group 1: Incident Overview - The "Morning Midas" car carrier sank on June 23 after a fire led to flooding, carrying approximately 3,159 vehicles, including 65 electric vehicles and 681 hybrid vehicles [1][3]. - The vessel had departed from Yantai Port on May 26 and was scheduled to arrive in Mexico on June 15 [1]. Group 2: Industry Context - Roll-on/roll-off (RoRo) ships like the "Morning Midas" are specialized for transporting vehicles, but they have been involved in multiple fire incidents in recent years, raising concerns about safety [2]. - The shipping industry is currently facing a mismatch between the rapid growth of electric vehicle exports and the availability of suitable vessels for their transport [11][22]. Group 3: Technical Aspects of Transporting Electric Vehicles - Two primary methods exist for transporting electric vehicles: using containers or specialized RoRo ships. The latter allows for easier loading but poses higher risks if a fire occurs [4][5]. - The design of RoRo ships may not adequately account for the unique risks posed by lithium batteries, which can ignite under certain conditions, leading to severe fires that are difficult to extinguish [10][12]. Group 4: Market Dynamics - The current shipping market is characterized by a lack of vessels designed for the safe transport of electric vehicles, leading to increased risks and potential losses for shipping companies and manufacturers [11][22]. - The incident reflects broader issues in the shipping industry, including the dominance of British firms in maritime insurance and ship classification, which may complicate claims and liability processes for Chinese companies involved [14][26][28]. Group 5: Future Opportunities - The rise of Chinese companies in the shipping industry, particularly in shipbuilding and logistics, presents an opportunity to address the current inadequacies in the market and improve safety standards for transporting electric vehicles [22][25]. - Recent developments, such as the launch of advanced car carriers by Chinese firms, indicate a shift towards better-equipped vessels that can mitigate the risks associated with transporting electric vehicles [23][24].

访问36氪出海网站letschuhai.com，获取更多全球商业相关资讯。 今日好文 关注｜出海品牌最大召回？安克创新的全球治理大考 6月安克创新国内外召回涉及产品超过两百万台，从规模来讲在国内消费电子品牌中也属首例。 从纳斯达克到香港：中国科技公司为何扎堆"换码头"？ 2025年上半年，香港 IPO 市场走出数年低迷，重夺全球第一大上市目的地宝座，迎来历史性价值重估。 关税降至20%，越南和美国达成协议，出海越南怎么看？ 机会窗口还在，但出海观念，真该换一换了。 卡塔尔投资促进局首席执行官会见中国贸促会会长任鸿斌 双方围绕深化中卡两国在投资领域的合作等议题展开深入讨论。 美国 EDA 三巨头解禁，国产芯片设计迎喘息之机 未来不确定性仍将存在，只有我们掌握了半导体技术的自主研发主动权，才能在面临更大变革时，实现自给自足。 热点快讯 特朗普称各国将于8月1日开始支付新关税 美国总统特朗普重申将于周五开始向贸易伙伴发出有关关税税率的信函，但未点名任何国家。特朗普表示，到7月9日，"将全面覆盖，关税税率可能从 60%-70%到10%-20%"。特朗普称各国"将于8月1日开始支付新关税"。"我们已经完成了最终版本，它 ...

海通发展（603162）公告，预计2025年半年度公司实现归属于母公司所有者的净利润为7500万元到9500 万元，与上年同期相比，预计减少1.47亿元到1.67亿元，同比减少60.78%到69.04%。预计2025年半年度 公司实现归属于母公司所有者的扣除非经常性损益的净利润为7396.53万元到9396.53万元，与上年同期 相比，预计减少1.12亿元到1.32亿元，同比减少54.36%到64.07%。 ...

报告日期：2025 年 6 月 [Table_main] 衍生品市场类模板 策_main] 衍生品市场类模板 略 报 告 欧线基础知识及行情分析 商 品 报告导读 期 货 — 专 题 报 告 本报告将聚焦于航运期货市场分析，从基础知识介绍，包括价格影响因素、 航运期货特点及应用场景，到当前关税扰动以及地缘政治不稳定因素影响 下当前行情分析以及合约操作建议。 投资要点 2025 年全年供需格局仍然偏过剩 由于疫情期间运力紧张导致船司在 2020-2021 年间下单大量集装箱船订单，多数 订单将会集中在 2024 年及 2025 年交付。2024 年为全球运力增速最高的一年，预 计 2025 年集装箱海运量增速将在 2.6%，低于航运增速的 5.3%。 美线抢运幅度对欧线影响有限 根据中美关税暂停后航司最新公告整理，6 月周均相比 5 月初的公告出现下修， 运力从 30.0 万 TEU 调整为 29.0 万 TEU。目前公告显示仅有一艘原本欧线上的船 只将在 6 月 5 日后调整至美线。目前美线运力转移并不明显，需关注后续运力调 整情况。当前仅有部分 6 月班次调整为待定。 季节性因素 06 及 08 合约为欧线 ...

首席点评： 纵深推进全国统一大市场建设 铜： 夜盘铜价收涨。目前精矿加工费总体低位以及低铜价，考验冶炼产量。根据国家统计局数据来 看，国内下游需求总体稳定向好，电力行业延续正增长；汽车产销正增长；家电产量增速趋缓；地产持 续疲弱。多空因素交织，铜价可能区间波动。关注美国关税进展，以及美元、铜冶炼和家电产量等因素 变化。 美国 6 月 ADP 就业人数意外减少 3.3 万人，自 2023 年 3 月以来首次负增长，预期为增长 9.8 万人， 5 月份数据在向下修正后仅增加 2.9 万人。服务业就业在 6 月份减少 6.6 万个就业岗位，遭遇自疫情以来 的最大降幅。美国利率期货完全消化美联储 9 月降息预期。证监会党委召开扩大会议强调，要持续优化 股债融资、并购重组等资本市场机制安排，促进要素向最有潜力的领域高效集聚。牢记我国资本市场中 小投资者众多的最大市情，不断完善投资者保护制度体系。深入推进以"两创板"改革为抓手的新一轮全 面深化资本市场改革。全力抓好资本市场自主开放重点举措落地。始终把维护市场稳定作为监管工作首 要任务，推动健全常态化稳市机制安排，平稳有序防控债券违约、私募基金等领域风险。央行近日发文 明 ...

Group 1 - The digital economy has become a new engine for high-quality development in Shandong, with the digital economy's scale expected to exceed 49% of GDP by 2024 and over 35,000 high-tech enterprises established [1][2] - Shandong has launched 100 provincial-level key digital industry projects and established 10 key platform economy enterprises and 7 platform economy industrial clusters [1] - The integration of traditional industries with intelligent systems has significantly improved operational efficiency, with container handling efficiency increasing by 80% and intermodal transport efficiency by over 50% at Jining Longgong Port [2] Group 2 - The "Easy Run Win" platform has enabled companies like Zhongkun Agricultural Equipment to expand into international markets, with overseas orders expected to exceed 15% of total sales [3] - The platform integrates diverse data from over 180 countries, allowing businesses to identify potential customers effectively [3] - Shandong aims to implement actions to accelerate data value release, enhance digital economy quality, and improve digital government efficiency, targeting a total computing power of 12.5 EFLOPS and a digital economy share of over 50% of GDP [4]