每经AI快讯，12月6日，上海航运交易所官微发布的远东干散货运输市场周度报告显示，本周，国际干 散货运输市场三大船型市场涨多跌少，远东干散货租金指数在海岬型船和超灵便型船拉动下创年内新 高。分船型来看，海岬型船太平洋市场以及大西洋往返航线活跃度较高，FFA远期合约上涨，市场看涨 情况浓厚，运价、日租金大幅上扬。巴拿马型船市场印尼煤炭货盘略有减少，活跃度略降，日租金高位 小幅回调。超灵便型船市场各个方向煤炭货盘仍持续释放，即期运力偏紧，日租金再创年内新高。12月 4日，上海航运交易所发布的远东干散货租金指数为2154.60点，较11月27日上涨10.0%。 ...

Core Viewpoint - The implementation of China's special port service fee for U.S. vessels has led to a significant reduction in U.S.-flagged shipping operations in Chinese ports, while the overall capacity for U.S. routes remains stable through alternative measures like transshipment and restructuring [1][2]. Port Operations - Since October 14, the operational situation at major ports, such as Nansha Port, has remained stable, with no U.S.-owned shipping companies conducting business [2] - The Guangzhou Port, a key gateway in South China, continues to maintain high cargo and container throughput despite the new fee [2] - The only reported instance of a special port service fee being charged involved the U.S. Matson Navigation Company's "Manukai" container ship, which allegedly incurred a fee of 4.4584 million yuan during its stay at Ningbo [2] Shipping Response - Shipping companies have quickly adapted to the new regulations, with Maersk and other firms implementing transshipment measures to avoid docking at Chinese ports with U.S.-flagged vessels [4] - Pacific Shipping is restructuring its operations by relocating half of its bulk carrier fleet to Singapore and changing the flag of its vessels to avoid the special port service fee [4][5] Market Dynamics - The shipping market, particularly for bulk commodities, is expected to require time to adjust, but signs of stabilization are emerging [7] - As of the week of October 23, the ultra-large tanker market remains cautious, with both charterers and shipowners adopting a wait-and-see approach [7] - The overall supply of vessels remains sufficient, and there is no structural shortage, allowing charterers to control shipping schedules [7] Future Outlook - Short-term adjustments in the shipping market are anticipated, but long-term positive impacts are expected as companies seek regulatory clarifications and aim to minimize operational costs [7] - There is potential for non-U.S. shipowners to gain a premium in the mid-term, particularly those with Chinese backgrounds, due to resource supply chain security considerations [8] - Ongoing U.S.-China trade discussions in Kuala Lumpur may address maritime logistics and shipbuilding industry concerns, with preliminary agreements being formed [8]