记者丨 张旭 编辑丨周上祺 视频丨张旭 进入第三季度，传统海运旺季已经到来， 不过中美航运价格却出现大跌，贸易商出口意愿 低。 7月21日，南京一家货代美线负责人向21世纪经济报道记者透露："往年6月—10月是美线出口 旺季，但目前货物不多，询价也较少。" 出货意愿低迷导致海运价格下跌。21世纪经济报道记者从采访中了解到，近期，美东航线回落 至3300—3800美元/FEU（40英尺标准箱），美西航线1700—1800美元/FEU。作为对比，美东 航线在6月初报价最高达到7000美元/FEU，美西航线达到6000美元/FEU。 以此计算， 美西航线运价大跌70% ，美东航线下跌幅度也在50%左右。 业内人士分析称，美 西航线价格已经接近船公司成本价。目前已有两家船公司缩减美西航线运力，不排除其他船公 司跟进。 货主观望 根据上海航交所7月18日发布的最新数据，上海出口集装箱运价指数（SCFI）已连续6周下 跌。为稳定运价，船公司正在削减运力，与此同时亚洲至美国的服务也在缩减。 对于近期的出货情况，陈洋用 "货主观望、货量低迷" 总结。6月货量再次回落，美国7月7日 起向多国寄发关税信，亚洲主要出口国关税普遍高 ...

进入第三季度，传统海运旺季已经到来，不过中美海运价格却出现大跌，贸易商出口意愿低。7月21 日，南京一家货代美线负责人透露："往年6月-10月是美线出口旺季，但目前货物不多，询价也较 少。"出货意愿低迷导致海运价格下跌。近期，美东航线回落至3300-3800美元/FEU(40英尺标准箱)，美 西航线1700-1800美元/FEU。作为对比，美东航线在6月初报价最高达到7000美元/FEU，美西航线达到 6000美元/FEU。以此计算，美西航线运价大跌70%，美东航线下跌幅度也在50%左右。业内人士分析 称，美西航线价格已经接近船公司成本价。目前已有两家船公司缩减美西航线运力，不排除其他船公司 跟进。(21世纪经济报道) ...

Core Viewpoint - The shipping market between China and the United States is experiencing a rapid recovery in both sea and air transport due to eased tariffs, leading to significant increases in freight rates and cargo volumes [1][2]. Group 1: Sea Freight Market - The "rush shipping" logic is driving an early peak season for routes to the U.S., as companies are stockpiling inventory in anticipation of potential policy uncertainties [1]. - The Shanghai Shipping Exchange reported a 10% increase in the Shanghai Containerized Freight Index (SCFI) to 1479.39 points, with a notable 31.7% rise in market rates from Shanghai to U.S. West Coast ports [1]. - Freight rates from major Chinese ports to New York have surged approximately 55%, with current quotes ranging from $3700 to $4550 per container [2]. Group 2: Air Freight Market - The air freight market is also seeing a significant rebound, with a reported 10% increase in air freight rates and tight capacity due to rising demand from companies like Amazon [2][3]. - The "90-day window" is expected to boost air cargo volumes on trans-Pacific routes, although the long-term outlook remains uncertain [3]. Group 3: Market Dynamics - The potential for port congestion in the U.S. is high due to increased trade volumes, which may lead to ships being forced to wait offshore, consuming capacity and complicating logistics [2]. - The limited ability to increase air freight capacity quickly due to reliance on cargo and passenger aircraft means that price adjustments are the primary method for airlines and freight forwarders to manage supply and demand [3].