6月13日，上海港出口至美西和美东基本港市场运价（海运及 海运附加费）分别为4120美元/FEU和6745美元/FEU，分别 较上期下跌26.5%、2.8%。 作者： 张锐 封图：图虫创意 6月14日，上海航运所发布的中国出口集装箱运输市场周度报告显示，6月13日当周，中国出口集 装箱运输市场在连续上涨后出现回落，不同航线走势分化，综合指数为2088.24点，较上期下跌 6.8%。 其中，北美航线方面，运输需求稳定，但运力供给继续增加，舱位紧张的局面得到缓解，即期市场 订舱价格高位回落。6月13日，上海港出口至美西和美东基本港市场运价（海运及海运附加费）分 别为4120美元/FEU和6745美元/FEU，分别较上期下跌26.5%、2.8%。 宁波航运交易所发布的海上丝路指数报告显示，6月13日当周，市场整体出货节奏放缓，美东航线 新运力投放规模小于美西航线，叠加班轮公司主动回收部分运力，运价跌幅相比美西航线较小。美 东航线运价指数为2403.3点，较上周下跌3.4%；美西航线运价指数为2231.0点，较上周下跌 31.5%。 深圳一家国际货运公司的工作人员陈小康像经济观察报记者表示，美线运价在端午节假期结束后 ...

宁波航运交易所发布的海上丝路指数报告显示，6月13日当周，市场整体出货节奏放缓，美东航线新运 力投放规模小于美西航线，叠加班轮公司主动回收部分运力，运价跌幅相比美西航线较小。美东航线运 价指数为2403.3点，较上周下跌3.4%；美西航线运价指数为2231.0点，较上周下跌31.5%。 深圳一家国际货运公司的工作人员陈小康像经济观察报记者表示，美线运价在端午节假期结束后基本见 顶，但下跌速度比预计要快，主要是船公司大量调动运力投入到美线。"现在报价还在往下。"陈小康 说。 其中，北美航线方面，运输需求稳定，但运力供给继续增加，舱位紧张的局面得到缓解，即期市场订舱 价格高位回落。6月13日，上海港出口至美西和美东基本港市场运价(海运及海运附加费)分别为4120美 元/FEU和6745美元/FEU，分别较上期下跌26.5%、2.8%。 经济观察报记者张锐 6月14日，上海航运所发布的中国出口集装箱运输市场周度报告显示，6月13日当周，中国出口集装箱运 输市场在连续上涨后出现回落，不同航线走势分化，综合指数为2088.24点，较上期下跌6.8%。 不过，罗宾升国际货运公司的报告也指出，部分美国大型进口商(尤其是零售 ...

Group 1 - The core viewpoint is that the recent price increase in the US shipping market is likely a short-term opportunity, while long-term trends indicate a sustained demand-supply imbalance in Asian container trade due to low supply pressure for vessels under 4000 TEU over the next three years [1] - The report highlights that the US has already experienced a minor preemptive stockpiling before the tariff adjustments, leading to a concentrated demand for shipments following the tariff reduction on May 12 [1][2] - The current surge in shipping rates is attributed to a temporary mismatch in supply and demand, with the logistics system operating smoothly and port efficiency having improved significantly [2] Group 2 - Increased uncertainty and geopolitical risks are leading to a more fragmented trade landscape, with a noticeable shift in trade relationships post the 2018 US-China trade tensions [3] - China's outbound direct investment reached $177.29 billion in 2023, marking an 8.7% year-on-year increase, with a significant portion directed towards Asian markets [3] - The investment strategy is shifting from acquisitions to greenfield investments, which may enhance trade in intermediate goods between China and these regions [3]

华夏时报（www.chinatimes.net.cn）记者 张智 北京报道 舱位难定 过去一个多月里，美线市场处于前所未有的淡季中，美国采购商暂停订单，国内工厂停止出货，船公司 疯狂撤线，美线货代几乎每天都能接到订单取消的消息，不少公司被迫"放假"。 不过，在中美相互调整关税政策后，美线航运迎来爆发。集装箱跟踪数据软件商Vizion表示，在中美达 成贸易"休战"后，从中国到美国的集装箱运输预订量飙升了近300%。 不过，陈俊告诉《华夏时报》记者，当前，货物密集出货，舱位难定，其中一个重要原因在于5月缩减 了航班数量。 这几天，浙江的美线货代陈俊（化名）忙得脚不沾地，一个又一个电话不间断地接听和打出，将一箱又 一箱货物安排到不同日期中发出。 "之前因为高额关税，货物量减少，一些国外的船公司陆续将美线运力缩减，少了差不多有30多条船， 这些船有些改走别的航线，有些可能停船检修了，一些没停运的船也从大船换成小船，拉的货变少了。 这也导致5月12日美线回暖以后，能用的船一时半会儿跟不上。"陈俊表示。 "近期太忙了，日均订单量几乎是关税战之前的两倍以上。"陈俊对《华夏时报》记者表示。而仅仅一个 月以前，他还处于被迫"放 ...

Summary of Conference Call Records Industry Overview - The records primarily discuss the freight forwarding industry, particularly focusing on shipping routes to the United States and global supply chain dynamics [1][2][3]. Key Points and Arguments - **Shipping Demand and Trends**: - In early May, there was a surge in bookings for U.S. shipping routes due to positive news and speculation among primary agents, leading to a concentration of shipments for traditional bulk goods like furniture and textiles to address inventory buildup before tariff adjustments [1][2]. - The current booking prices are around $3,000, with Maersk offering discounted rates as low as $2,800, albeit without guaranteed space [4][5]. - June is expected to see a peak in supply as companies rush to replenish inventory, particularly for home appliances and furniture, although some businesses remain cautious due to tariff uncertainties [1][17]. - **Freight Forwarding Pricing Dynamics**: - Significant price discrepancies among freight forwarders are attributed to speculative warehousing, differences in customer bases, and the interplay between contract and market prices [4][5]. - The freight forwarding industry is experiencing lower profitability in Q2 compared to the previous year, with full-service logistics providers faring better than traditional FOB order service providers [3][26][27]. - **Market Conditions and Capacity**: - The current capacity for bookings in early June is relatively relaxed, with major shipping companies allowing for excess orders to gauge market demand [7][8]. - The proportion of FOB (Free on Board) shipping remains dominant at 70%-80%, with a notable shift from pre-paid contracts during the pandemic [19]. - **Impact of U.S.-China Relations**: - The easing of U.S.-China relations has made transshipment trade easier, with Southeast Asian factories operating at scale and complying with regulations [20]. - The potential for new shipping capacity entering U.S. routes is limited due to regulatory restrictions, with only a 50%-60% chance of new vessels being deployed [13]. - **Future Projections**: - A supply peak is anticipated around mid-June, driven by urgent inventory replenishment needs, although the overall market dynamics remain uncertain due to tariff sharing issues [17][18]. - The European shipping market is expected to see price increases, with projections for July rates reaching around $3,000 [31][32]. Other Important Insights - **Operational Challenges**: - The logistics of moving goods from factories to ports can take 1-2 weeks, with additional delays possible depending on transportation methods [11]. - The risk associated with origin certification and third-country transshipment services is high, leading traditional freight forwarders to avoid these high-risk areas [21][22]. - **Market Sentiment**: - There is a cautious optimism regarding the recovery of shipping demand, but many companies are still in a wait-and-see mode due to ongoing uncertainties in tariffs and market conditions [17][18]. - **Technological Adoption**: - The freight forwarding industry is still transitioning towards more digital solutions, with varying preferences for online versus offline booking depending on the shipping company [23][24]. This summary encapsulates the key discussions and insights from the conference call, highlighting the current state and future outlook of the freight forwarding industry.

Core Viewpoint - The shipping industry is experiencing a significant surge, driven by improved trade relations between China and the U.S., leading to increased shipping demand and rising freight rates [1][2]. Group 1: Market Performance - As of May 14, the shipping and port sector saw a substantial increase of 4.58%, with a cumulative rise of 8.44% over May 13 and 14 [1]. - The shipping prices had been under downward pressure from February to April, with the China export container freight index dropping by 13.0%, 13.2%, and 4.5% month-on-month [2]. - Following May 12, there was a notable change in shipping prices, with a "rush to ship" observed on U.S. routes and a 38.10% increase in European shipping indices from May 12 to 14 [2]. Group 2: Demand and Supply Dynamics - Increased shipping volumes and prices on U.S. routes have been reported, indicating a recovery in demand [3]. - Major shipping companies have signaled price increases for June, creating a forward pricing effect [3]. - The upcoming summer retail season in Europe is expected to drive demand, with companies preparing for inventory replenishment [3]. Group 3: Future Outlook - The current surge in shipping orders is expected to continue, with freight rates likely to rise as U.S. shipping volumes increase [4]. - The "rush to ship" phenomenon is anticipated to last for about a month, with a busy period expected for ports and shipping routes [4]. - While the short-term outlook appears positive, long-term shipping price trends remain uncertain due to potential supply increases from new container ships and geopolitical factors [5].