重点集装箱港口及关键枢纽监测20250826 东证衍生品研究院 黑色与航运部 兰淅 从业资格号：F03086543 投资咨询号：Z0016590 数据点评 • 亚洲港口： 洋山港、外高桥远洋型集装箱船周均等泊时间/在泊时间分别为20.9小时/25.6小时、13.6小时/24.2小时，最新在锚/在泊集装 箱船数量达到27艘/25艘、28艘/27艘；宁波港远洋型集装箱船周均等泊时间/在泊时间为18.1时/25.7小时，最新在锚/在泊集装箱船数量 为13艘/30艘。青岛远洋型集装箱船周均等泊时间/在泊时间为8.7小时/34.3小时；新加坡港远洋型集装箱船周均等泊时间/在泊时间为2.4 小时/32.6小时，最新在锚/在泊集装箱船数量为7艘/47艘，巴生港周均等泊时间/在泊时间为15.8小时/28.3小时，最新在锚/在泊集装箱 船数量为7艘/21艘。洋山平均周转时长约1.9天、宁波港约2.0天、盐田港约1.6天。上海宁波港拥堵较前期有所改善，但船舶周转时长仍 处于高位。巴生港拥堵出现反弹迹象，关注持续性。新加坡港船舶平均在港时间为1.5天，巴生港为1.8天。 • 欧洲港口： 鹿特丹、安特卫普、汉堡港、不来梅，远洋型集装 ...

Report Information - Report Title: Focus Container Ports and Key Hubs Monitoring 20250812 [1] - Research Institute: Orient Securities Derivatives Research Institute - Department: Black and Shipping Department - Analyst: Lan Xi - Qualification Number: F03086543 - Investment Consulting Number: Z0016590 Report Industry Investment Rating - Not provided in the report Core Viewpoints - In Asia, the congestion pressure in Chinese ports of Ningbo and Shanghai remains high due to the lingering impact of previous typhoons, but it is expected to ease with the weakening of shipping volume. Southeast Asian ports have seen a significant decline in congestion. In Europe, Antwerp's congestion has improved significantly, while other ports are under increasing pressure due to issues like summer vacations, labor shortages, railway construction, and low Rhine water levels. North American ports' overall congestion is under control [2]. Summary by Section Data Review - **Asia Ports**: Yangshan Port and Waigaoqiao have average waiting/berthing times of 21.7/26.7 hours and 39.9/23.2 hours respectively, with 18/32 and 48/26 ships at anchor/berthed. Ningbo Port has 37.2/27.5 hours and 51/35 ships. Qingdao has 11.4/24.8 hours. Singapore Port has 4.9/29.7 hours and 7/48 ships, and Port Klang has 2.0/23.4 hours and 4/22 ships. Yangshan, Ningbo, and Yantian Ports have average turnover times of about 2.0, 2.8, and 1.2 days respectively. Singapore and Port Klang have average ship stay times of 1.4 and 1.0 days [2]. - **European Ports**: Rotterdam, Antwerp, Hamburg, and Bremen have average waiting/berthing times of 8.2/43.9, 9.7/34.6, 11.4/49.5, and 31.2/43.5 hours respectively, with corresponding ships at anchor/berthed. Valencia has 4.4/34.3 hours and 11/7 ships. Antwerp's average stay time is about 1.8 days, Rotterdam 2.5 days, Hamburg 2.7 days, and Bremen 3.1 days [2]. - **North American Ports**: Long Beach, Los Angeles, and Tacoma have average waiting/berthing times of 0/122.8, 7.0/106.6, and 0/61.5 hours respectively. New York, Savannah, and Norfolk have 0/44.7, 28.4/32.7, and 5.4/24.4 hours respectively. Houston Port has 18.7/54.4 hours. Overall congestion in North American ports is controllable [2]. Data Overview - A table shows the latest, month-on-month, year-on-year, monthly average, and last-year figures of port stay times for multiple ports including Yangshan, Ningbo, Singapore, etc [6]. Asia Ports Dynamic Tracking - Charts show container ship volumes in Chinese and Southeast Asian ports, the number of container ships at anchor and berthing in some Southeast Asian and Chinese ports, and the average stay, waiting, and berthing times of ocean - going container ships in Southeast Asian and Chinese ports [8][10][17] European Ports Dynamic Tracking - Charts display container ship volumes in European ports, the number of container ships at anchor and berthing in some European ports, and the average stay, waiting, and berthing times of ocean - going container ships in Northwest European and Mediterranean ports [20][24][27] North American Ports Dynamic Tracking - Charts present container ship volumes in North American ports, the number of container ships at anchor and berthing in some North American ports, and the average stay, waiting, and berthing times of ocean - going container ships in US ports [33][35][37] Large Ship Arrival and Key Hubs Monitoring - Charts show the arrival of large container ships at Yangshan, Ningbo, and Singapore Ports, the arrival of 1.2w+ container ships of different alliances in Asia, Northwest Europe, and the Mediterranean, and the passage of container ships through the Cape of Good Hope, Suez Canal, and Panama Canal [43][46][49]

1. Report Industry Investment Rating - Not provided in the given content 2. Core View of the Report - The report monitors key container ports and hubs globally. In Asia, typhoon season and export peak season are overlapping, putting continuous pressure on domestic port operations, with potential for worsening congestion in the short - term. In Southeast Asia, port congestion may persist due to increased transshipment demand. In Europe, issues like summer vacations, labor shortages, railway construction, and low river levels will likely lead to a resurgence of congestion in the next two months. In North America, the overall congestion is controllable, but the scale of ships in US ports is slightly increasing [2] 3. Summary by Relevant Catalogs Data点评 - **Asian Ports**: In China, Yangshan, Waigaoqiao, and Ningbo ports have different average waiting and berthing times for ocean - going container ships, with the latest number of anchored/berthed ships varying. The average turnover time in Yangshan is about 1.9 days, Ningbo about 1.5 days, and Yantian about 1.3 days. Ports in South China are closed due to typhoons, and those in East China are affected by strong winds, increasing congestion risk. In Southeast Asia, Port Klang's congestion has improved but remains high, and Singapore's average ship stay is 1.3 days, while Port Klang's is 1.7 days [2] - **European Ports**: Ports like Rotterdam, Antwerp, Hamburg, and Bremen in Europe have different average waiting and berthing times for ocean - going container ships, with varying numbers of anchored/berthed ships. Issues such as summer vacations, labor shortages, railway construction, and low Rhine River levels will cause congestion to rise in the next two months, although the current congestion is less severe than last year. Attention should be paid to German ports and Rotterdam [2] - **North American Ports**: In the US, ports on the West Coast and East Coast have different average waiting and berthing times for ocean - going container ships. The scale of ships in US ports is slightly increasing, but the overall congestion is controllable. The stay time of ships on the West Coast has slightly increased, while that on the East Coast has no obvious change. Future port operation dynamics should be monitored [2] Data Overview - **Port in - port Duration**: The latest in - port durations, month - on - month, year - on - year changes, monthly averages, and durations of the same period last year are provided for multiple ports, including Yangshan, Ningbo, Singapore, Port Klang, etc. For example, Yangshan's latest in - port duration is 45.6 hours, with a month - on - month decrease of 3.4 hours and a year - on - year increase of 18.4 hours [6] Asian Port Dynamic Tracking - **Container Ship Scale**: Data on the scale of container ships in ports in China and Southeast Asia are presented, including the number of anchored and berthed ships in different ports over time [8][11][14] - **Average Time**: The average in - port, waiting, and berthing times of ocean - going container ships in Southeast Asian and Chinese container ports are shown over time [17] European Port Dynamic Tracking - **Container Ship Scale**: The scale of container ships in European ports, including those in Northwest Europe and the Mediterranean/Black Sea regions, and the number of anchored and berthed ships in major Northwest European ports are provided [20] - **Average Time**: The average in - port, waiting, and berthing times of ocean - going container ships in Northwest European and Mediterranean container ports are presented over time [27][31] North American Port Dynamic Tracking - **Container Ship Scale**: The number of anchored and berthed ships in some North American ports, and the scale of container ships in North American East and West ports are shown [35][39] - **Average Time**: The average in - port, waiting, and berthing times of ocean - going container ships in US container ports are provided over time [40] Large - ship Arrival and Key Hub Monitoring - **Large - ship Arrival**: The arrival situations of large - scale container ships (1.2 - 1.7w and 1.7w +) at Yangshan, Ningbo, and Singapore ports, and the arrival situations of 1.2w + container ships of different alliances (Gemini, OA, PA + MSC) in Asia, Northwest Europe, and the Mediterranean are presented [44][47][53] - **Key Hub**: The passage situations of container ships at the Cape of Good Hope, Suez Canal, and Panama Canal are shown, including the number of arriving and passing ships and the container throughput [50][51]

Report Title - Focused Container Port and Key Hub Monitoring 20250716 [1] Report Author - Lan Xi from the Black and Shipping Department of Orient Securities Derivatives Research Institute [1] Report Industry Investment Rating - Not provided Core Viewpoints - In Asia, the superposition of typhoon season and export peak will continue to put pressure on domestic port operations, and the congestion pressure in Southeast Asian ports has rebounded after a brief easing [2]. - In Europe, issues such as summer vacations, labor shortages, railway shutdowns in Germany, and low water levels in the Rhine will gradually emerge in the next two months, causing European ports to face continuous pressure of increased congestion [2]. - In North America, the scale of ships in US ports has slightly increased, but the overall congestion level is still controllable, with a slight increase in the duration of ships in ports on the west coast and no significant change on the east coast [2]. Summary by Directory Data Review - **Asia Ports** - Yangshan Port: The weekly average waiting time/berthing time of ocean - going container ships is 18.2 hours/24.9 hours, with 23/32 ships at anchor/berthing. The average turnover time is about 2 days [2]. - Ningbo Port: The weekly average waiting time/berthing time is 14.3 hours/25.4 hours, with 17/39 ships at anchor/berthing. The average turnover time is about 2 days [2]. - Qingdao Port: The weekly average waiting time/berthing time is 34.5 hours/42.1 hours, and the average turnover time exceeds 3 days [2]. - Singapore Port: The weekly average waiting time/berthing time is 2.2 hours/30.1 hours, with 2/42 ships at anchor/berthing. The average time in port is 1.3 days [2]. - Port Klang: The weekly average waiting time/berthing time is 19.6 hours/34.8 hours, with 8/20 ships at anchor/berthing. The average time in port is 2.3 days [2]. - **European Ports** - Rotterdam, Antwerp, Hamburg, and Bremen: The weekly average waiting time/berthing time of ocean - going container ships are 14.4 hours/49.4 hours, 19.0 hours/36.3 hours, 11.2 hours/43.1 hours, and 28.1 hours/47.4 hours respectively, with 3/21, 3/20, 2/18 ships at anchor/berthing [2]. - Valencia: The weekly average waiting time/berthing time is 2.7 hours/40.9 hours, with 7/8 ships at anchor/berthing [2]. - The average time in port of Antwerp, Rotterdam, Hamburg, and Bremen are about 2.6 days, 2.5 days, 2.2 days, and 2.8 days respectively [2]. - **North American Ports** - Long Beach, Los Angeles, and Tacoma: The weekly average waiting time/berthing time of ocean - going container ships are 0 hours/127.2 hours, 6.6 hours/123.4 hours, and 15.7 hours/84.0 hours respectively. There are 0 ships at anchor in Long Beach and Los Angeles, and 19 ships berthing [2]. - New York, Savannah, and Norfolk: The weekly average waiting time/berthing time are 1.3 hours/46.0 hours, 13.3 hours/31.2 hours, and 6.7 hours/23.4 hours respectively. There is 1/10 ship at anchor/berthing in New York [2]. - Houston Port: The weekly average waiting time/berthing time is 0 hours/51.0 hours [2]. Data Overview - The latest average time in port of various ports, monthly and annual comparisons are presented. For example, Yangshan Port's latest time in port is 44.0 hours, with a monthly decrease of 9.0 hours and an annual increase of 19.1 hours [6]. Asian Port Dynamic Tracking - Data on the scale of container ships in ports, the number of ships at anchor and berthing, and the average time in port of ocean - going ships in Asian ports are provided [10][17] European Port Dynamic Tracking - Data on the scale of container ships in ports, the number of ships at anchor and berthing, and the average time in port of ocean - going ships in European ports are provided [20][26] North American Port Dynamic Tracking - Data on the scale of container ships in ports, the number of ships at anchor and berthing, and the average time in port of ocean - going ships in North American ports are provided [36][40] Large Ship Arrival and Key Hub Monitoring - Data on the arrival of large - scale container ships at key ports such as Yangshan, Ningbo, and Singapore, and the arrival of 12,000 + container ships of different alliances in Asia, Northwest Europe, and the Mediterranean are provided [44][47] - Data on the passage of container ships through the Cape of Good Hope, Suez Canal, and Panama Canal are provided [50][51]

Report Information - Report Title: Key Container Ports and Critical Hubs Monitoring 20250709 [1] - Research Institute: Orient Securities Derivatives Research Institute - Department: Black and Shipping Department - Analyst: Lan Xi - Qualification Number: F03086543 - Investment Consulting Number: Z0016590 Core Viewpoints - In Asia, the superposition of typhoon season and export peak season will continue to put pressure on domestic port operations. The average stay time of ships in Qingdao and Yangshan Port is increasing, and port congestion in South China has slightly worsened. Congestion in Southeast Asia has significantly improved, and port operations are expected to cool down. [4] - In Europe, the previous strikes have continuously affected the operation of Antwerp Port. High - temperature weather, low Rhine water levels, and German railway construction have led to high utilization rates of German port yards and slow ship operations. Summer vacations and labor shortages will increase the risk of congestion in European ports. [4] - In North America, the scale of ships in the ports of the western United States has slightly increased, but the overall congestion is controllable, and the stay time of ships in ports has not significantly extended. [4] Data Summary 1. Port Ship Stay Time | Port Region | Latest Period (hours) | Month - on - Month Change (hours) | Year - on - Year Change (hours) | Monthly Average (hours) | Last Year's Same Period (hours) | | --- | --- | --- | --- | --- | --- | | Yangshan, China | 53.8 | 4.3 | 24.2 | 49.5 | 29.6 | | Ningbo, China | 42.0 | 1.9 | 4.5 | 40.1 | 37.6 | | Singapore, Southeast Asia | 35.3 | 3.8 | 1.4 | 31.4 | 33.9 | | Port Klang, Southeast Asia | 27.1 | - 22.1 | - 45.3 | 49.2 | 72.3 | | Busan, South Korea | 27.3 | - 4.1 | - 5.1 | 31.4 | 32.4 | | Rotterdam, Northwest Europe | 51.5 | - 6.2 | - 6.2 | 57.7 | 57.7 | | Hamburg, Northwest Europe | 68.6 | 10.1 | 8.9 | 58.6 | 59.8 | | Felixstowe, Northwest Europe | 55.1 | - 4.0 | - 1.0 | 59.1 | 56.1 | | Valencia, Mediterranean | 38.8 | - 3.9 | - 8.9 | 42.7 | 47.8 | | Piraeus, Mediterranean | 53.6 | - 5.0 | 4.4 | 58.5 | 49.2 | | Long Beach, Western US | 101.7 | - 6.9 | - 2.1 | 108.6 | 103.8 | | Los Angeles, Western US | 108.1 | 6.8 | 10.4 | 101.3 | 97.7 | | New York, Eastern US | 48.2 | 4.9 | - 15.1 | 43.3 | 63.3 | | Savannah, Eastern US | 49.0 | 3.3 | - 25.5 | 45.7 | 74.5 | | Santos, South America | 71.5 | 25.4 | - 32.3 | 46.1 | 103.7 | [7] 2. Port Ship Quantity and Waiting/Staying Time - **Asia**: Yangshan Port, Waigaoqiao, Ningbo Port, Qingdao, Singapore Port, and Port Klang have different numbers of ships at anchor/berth and average waiting/staying times. For example, Yangshan Port's average waiting/staying times are 29.6 hours/24.9 hours, and the latest number of ships at anchor/berth is 7/23. [4] - **Europe**: Ports such as Rotterdam, Antwerp, Hamburg, Bremen, and Valencia also have corresponding data. For example, Rotterdam's average waiting/staying times are 12.9 hours/41.4 hours, and the latest number of ships at anchor/berth is 3/29. [4] - **North America**: Ports like Long Beach, Los Angeles, Tacoma, New York, Savannah, Norfolk, and Houston have their own data. For example, Long Beach's average waiting/staying times are 0 hours/116.2 hours, and the number of ships at anchor/berth is 2/26. [4] 3. Large - Ship Arrival and Key Hub Monitoring - The arrival situations of large - scale container ships at ports such as Yangshan Port, Ningbo Port, and Singapore Port are monitored, including different ship - size categories (e.g., 1.2 - 1.7w and 1.7w+). [37] - The arrival situations of 1.2w+ container ships of different alliances (Gemini, OA, PA + MSC) at ports in Asia, Northwest Europe, and the Mediterranean are also monitored. [40][45] - The passage situations of container ships through key hubs such as the Cape of Good Hope, Suez Canal, and Panama Canal are presented, including the number of ships and container throughput. [42]

Report Information - Report Title: Key Container Ports and Critical Hub Monitoring 20250626 [1] - Research Institute: Orient Futures Derivatives Research Institute - Department: Black and Shipping - Analyst: Lan Xi - Qualification Number: F03086543 - Investment Consulting Number: Z0016590 Report Core View - The operation of domestic ports will continue to be under pressure due to the superposition of typhoon season and export peak season. European ports still face potential congestion risks, and the scale of ships in US West ports has increased, but the congestion is currently controllable [2]. Data Review Asia Ports - **Container Ship Dwell Time and Quantity**: In Yangshan Port and Waigaoqiao, the weekly average waiting time/berthing time of ocean - going container ships are 21.7 hours/23.8 hours and 1.0 hour/20.3 hours respectively, with the latest number of container ships at anchor/berthed being 27/29 and 22/27. In Ningbo Port, they are 14.7 hours/25.8 hours, and 28/34. In Qingdao Port, 28.5 hours/49.2 hours. In Singapore Port, 1.0 hour/28.7 hours, and 8/48. In Port Klang, 5.3 hours/31.3 hours, and 4/20 [2]. - **Congestion Situation**: Affected by fog and big waves, the congestion in Qingdao Port has deteriorated significantly. Although the congestion in Shanghai and Ningbo areas has improved, the ship dwell time in port is still at an absolute high. Affected by Typhoon No. 1, ports in South China have been shut down, and the congestion and ship - schedule delays have worsened. There is a risk of further deterioration due to the possible formation of Typhoon No. 3. Port Klang's congestion has eased, but there is a risk of recurrence, and the congestion pressure in Singapore Port has increased [2]. Europe Ports - **Container Ship Dwell Time and Quantity**: In Rotterdam, Antwerp, Hamburg, and Bremen, the weekly average waiting time/berthing time of ocean - going container ships are 13.2 hours/48.8 hours, 15.7 hours/37.2 hours, 9.3 hours/48.4 hours, and 3.4 hours/37.3 hours respectively, with the latest number of container ships at anchor/berthed being 4/28, 10/10, 4/12. In Valencia, they are 7.7 hours/35.5 hours, and 3/10 [2]. - **Congestion Situation**: Most ports in Northwest Europe have better congestion conditions than the same period last year, but only Antwerp and Bremen still have relatively serious congestion. However, the risks in European ports remain, as planned strikes in Belgium, railway construction in Germany, and the upcoming summer holidays all indicate potential pressure for increased congestion [2]. North America Ports - **Container Ship Dwell Time and Quantity**: In Long Beach, Los Angeles, and Tacoma, the weekly average waiting time/berthing time of ocean - going container ships are 0 hours/95.4 hours, 2.8 hours/105.6 hours, and 0 hours/91.2 hours respectively. The number of container ships at anchor in Long Beach and Los Angeles is 0, and the number of berthed container ships is 22. In New York, Savannah, and Norfolk, they are 2.9 hours/41.3 hours, 4.2 hours/35.8 hours, and 17.1 hours/23.1 hours respectively. In New York, the number of container ships at anchor/berthed is 0/9. In Houston Port, they are 6.7 hours/47.6 hours [2]. - **Congestion Situation**: Affected by the concentrated arrival of goods, the scale of ships in US West ports has increased, but the current congestion is controllable, and the ship dwell time in port has not significantly extended [2]. Key Container Ports Dwell Time - The report provides the latest period, monthly average, year - on - year, and month - on - month data of the dwell time of key container ports such as Yangshan, Ningbo, Singapore, and Rotterdam [5]. Port Dynamic Tracking - **Asia**: It shows the in - port scale of container ships in China and Southeast Asia, and the average in - port time, waiting time, and berthing time of container ports [8][16] - **Europe**: It presents the in - port scale of container ships in Northwest Europe and the Mediterranean/Black Sea, and the average in - port time, waiting time, and berthing time of container ports [19][27] - **North America**: It displays the in - port scale of container ships in North America, and the average in - port time, waiting time, and berthing time of container ports [39][41] Large - Ship Arrival and Key Hub Monitoring - It monitors the arrival situation of large - container ships in ports such as Yangshan, Ningbo, and Singapore, and the arrival situation of 1.2w+ container ships of different alliances in Asia, Northwest Europe, and the Mediterranean [45][48] - It also monitors the passage conditions of container ships at the Cape of Good Hope, Suez Canal, and Panama Canal [50]

Report Information - Report Title: Key Container Ports and Key Hubs Monitoring 20250619 [1] - Research Institute: Orient Securities Derivatives Research Institute - Department: Black and Shipping Department - Analyst: Lan Xi - Qualification Number: F03086543 - Investment Consulting Number: Z0016590 Core Viewpoints - Seasonal typhoons have led to a resurgence of congestion in the Yangtze River Delta ports, with a slight increase in the waiting time for ships at Yangshan Port. Port Klang continues to operate at full capacity, maintaining high congestion levels. With the approaching global shipping peak season, ports will face continued pressure [2] - Congestion in Northwest Europe has slightly eased compared to the previous period, but congestion at the Port of Antwerp remains high. A national strike will be held at the port on the 25th of this month, which may further impact its operations [2] - North American ports are operating well. It is expected that the volume of goods arriving in the US will continue to increase starting this week. Attention should be paid to whether regional congestion will occur [2] Port Data Summaries Asian Ports - **Ship Time Data**: Yangshan Port's weekly average waiting/berthing time for ocean - going container ships is 36.6 hours/25.1 hours, with 27/31 ships at anchor/berthed. Ningbo Port's corresponding times are 16.7 hours/25.4 hours, with 14/35 ships at anchor/berthed. Qingdao's are 18.6 hours/24.9 hours. Singapore Port's are 2.8 hours/28.1 hours, with 5/44 ships at anchor/berthed. Port Klang's are 29.4 hours/29.6 hours, with 12/21 ships at anchor/berthed [2] - **In - port Duration Data**: The latest in - port durations for Yangshan, Ningbo, Singapore, Port Klang, and other ports are 60.0 hours, 55.4 hours, 30.9 hours, 57.1 hours, etc., with corresponding year - on - year and month - on - month changes [6] European Ports - **Ship Time Data**: Rotterdam, Antwerp, Hamburg, and Bremen's weekly average waiting/berthing times for ocean - going container ships are 3.3 hours/44.2 hours, 26.6 hours/34.7 hours, 15.1 hours/51.9 hours, 11.8 hours/41.3 hours respectively. Valencia's are 5.7 hours/36.6 hours [2] - **In - port Duration Data**: Rotterdam, Hamburg, and other ports have corresponding in - port durations and changes compared to the same period last year and the previous month [6] North American Ports - **Ship Time Data**: Long Beach, Los Angeles, and Tacoma's weekly average waiting/berthing times for ocean - going container ships are 0 hours/149.1 hours, 0 hours/98.9 hours, 0 hours/74.1 hours respectively. New York, Savannah, and Norfolk's are 0 hours/36.8 hours, 16.7 hours/35.1 hours, 10.6 hours/23.7 hours respectively. Houston Port's are 19.1 hours/53.5 hours [2] - **In - port Duration Data**: Long Beach, Los Angeles, New York, and other ports have corresponding in - port durations and changes compared to the same period last year and the previous month [6] Other Monitoring Data - **Large - ship Arrival Situation**: The report monitors the arrival situations of large - scale container ships at ports such as Yangshan Port, Ningbo Port, and Singapore Port, including the arrival numbers of ships with different tonnages [42] - **Key Hub Monitoring**: Monitors the passage situations of container ships at key hubs such as the Cape of Good Hope, Suez Canal, and Panama Canal [48]

Report Information - Report Title: Key Container Ports and Key Hub Monitoring 20250612 [1] - Research Institute: Orient Securities Derivatives Research Institute [1] - Department: Black and Shipping Department [1] - Analyst: Lan Xi [1] - Qualification Number: F03086543 [1] - Investment Consulting Number: Z0016590 [1] Industry Investment Rating - Not provided in the report Core Viewpoints - Coastal regional fog and the start of the typhoon season, along with the export peak season, have affected domestic port operations and worsened congestion, making it difficult for domestic ports to recover in the short term. The Port of Klang is operating under overload, and port congestion remains high. North American ports are operating well, but an increase in incoming goods is expected, and attention should be paid to potential regional congestion [2]. Summary by Directory Data Review - **Asian Ports**: - In the Yangshan and Waigaoqiao ports, the weekly average waiting time/berthing time for ocean - going container ships are 16.9 hours/24.3 hours and 13.8 hours/18.0 hours respectively, with the latest number of container ships at anchor/berthed being 24/30 and 35/27. In the Port of Ningbo, the corresponding times are 11.9 hours/26.3 hours, and the number of ships at anchor/berthed is 24/38. In the Port of Qingdao, the times are 20.6 hours/43.2 hours. In the Port of Singapore, the times are 3.4 hours/29.8 hours, with 8/47 ships at anchor/berthed. In the Port of Klang, the times are 31.0 hours/28.6 hours, and the number of ships at anchor/berthed is 19/22 [2]. - The latest average stay in port for Yangshan, Ningbo, Singapore, and Klang ports are 40.0 hours, 36.9 hours, 33.0 hours, and 60.7 hours respectively. Compared to the previous month, they changed by - 3.4 hours, - 4.5 hours, 0.8 hours, and 5.0 hours; compared to the same period last year, they changed by 14.2 hours, 0.8 hours, - 6.7 hours, and 1.4 hours [6]. - **European Ports**: - In Rotterdam, Antwerp, Hamburg, and Bremen, the weekly average waiting time/berthing time for ocean - going container ships are 11.9 hours/49.1 hours, 23.2 hours/41.9 hours, 9.3 hours/42.4 hours, and 14.9 hours/37.6 hours respectively. The latest number of container ships at anchor/berthed are 0/22, 6/17, 6/17. In Valencia, the corresponding times are 3.0 hours/36.5 hours, and the number of ships at anchor/berthed is 4/12 [2]. - The latest average stay in port for Rotterdam and Hamburg ports are 61.0 hours and 51.2 hours respectively. Compared to the previous month, they changed by 3.5 hours and - 15.5 hours; compared to the same period last year, they changed by 7.7 hours and - 9.3 hours [6]. - **North American Ports**: - In Long Beach, Los Angeles, and Tacoma, the weekly average waiting time/berthing time for ocean - going container ships are 0 hours/88.1 hours, 1.5 hours/85.8 hours, and 0 hours/78.0 hours respectively. The number of container ships at anchor in Long Beach and Los Angeles is 0, and the number of berthed ships is 18. In New York, Savannah, and Norfolk, the corresponding times are 6.7 hours/44.7 hours, 17.5 hours/36.1 hours, and 5.6 hours/22.7 hours. In New York, the number of ships at anchor/berthed is 0/9. In the Port of Houston, the times are 10.3 hours/47.9 hours [2]. - The latest average stay in port for Long Beach, Los Angeles, and New York ports are 77.2 hours, 85.2 hours, and 50.4 hours respectively. Compared to the previous month, they changed by - 11.3 hours, - 9.5 hours, and 5.5 hours; compared to the same period last year, they changed by - 30.6 hours, - 16.5 hours, and 1.5 hours [6]. Asian Port Dynamic Tracking - Data on the scale of container ships in port in China and Southeast Asia, the number of container ships at anchor and berthed in Southeast Asian and Chinese ports, and the average waiting time, berthing time, and stay in port for ocean - going container ships in Southeast Asian and Chinese ports are presented in graphs [10][12][16]. European Port Dynamic Tracking - Data on the scale of container ships in port in Europe, the number of container ships at anchor and berthed in Northwest European and Valencia ports, and the average waiting time, berthing time, and stay in port for ocean - going container ships in Northwest European and Mediterranean ports are presented in graphs [19][21][24]. North American Port Dynamic Tracking - Data on the number of container ships at anchor and berthed in North American ports, the average waiting time, berthing time, and stay in port for ocean - going container ships in North American ports, and the scale of container ships in port in North America are presented in graphs [34][37][40]. Large - Ship Arrival and Key Hub Monitoring - Data on the arrival of large - scale container ships at Yangshan, Ningbo, and Singapore ports, the arrival of 1.2w + container ships of different alliances in Asian, Northwest European, and Mediterranean ports, and the passage of container ships through the Cape of Good Hope, Suez Canal, and Panama Canal are presented in graphs [42][49][50].

Report Title - Focus Container Port and Key Hub Monitoring 20250604 [1] Data Review Asia Ports - Yangshan Port: The weekly average waiting time/berthing time of ocean - going container ships is 24.1 hours/23.8 hours, with 28/29 ships at anchor/berthed; congestion has worsened compared to the previous period [2]. - Ningbo Port: The weekly average waiting time/berthing time of ocean - going container ships is 12.6 hours/26.0 hours, with 14/33 ships at anchor/berthed; domestic main ports' congestion has worsened, and the average ship stay in port has increased [2]. - Singapore Port: The weekly average waiting time/berthing time of ocean - going container ships is 4.0 hours/29.2 hours, with 6/46 ships at anchor/berthed [2]. - Port Klang: The weekly average waiting time/berthing time of ocean - going container ships is 34.4 hours/27.9 hours, with 14/25 ships at anchor/berthed; it continues to operate under overload, and congestion has worsened, with the average ship stay in port extended to 3 days [2]. Europe Ports - Rotterdam, Antwerp, Hamburg, Bremen: The weekly average waiting time/berthing time of ocean - going container ships are 12.4 hours/42.2 hours, 25.3 hours/45.1 hours, 10.9 hours/38.7 hours, 6.2 hours/37.0 hours respectively; intermittent strikes, cargo backlogs, and labor shortages cause congestion and common schedule delays [2]. - Valencia: The weekly average waiting time/berthing time of ocean - going container ships is 0.6 hours/37.6 hours, with 2/10 ships at anchor/berthed [2]. North America Ports - Long Beach, Los Angeles, Tacoma: The weekly average waiting time/berthing time of ocean - going container ships are 0 hours/77.2 hours, 1.2 hours/84.6 hours, 0 hours/113.4 hours respectively; operations are in good condition, but attention should be paid to potential congestion when more goods arrive [2]. - New York, Savannah, Norfolk: The weekly average waiting time/berthing time of ocean - going container ships are 0 hours/38.9 hours, 18.5 hours/35.3 hours, 2.2 hours/22.5 hours respectively [2]. - Houston Port: The weekly average waiting time/berthing time of ocean - going container ships is 5.0 hours/49.6 hours [2]. Port Stay Duration Summary - Yangshan: The latest stay is 48.3 hours, with a monthly increase of 5.8 hours and a yearly increase of 15.4 hours [6]. - Ningbo: The latest stay is 38.8 hours, with a monthly decrease of 3.2 hours and a yearly increase of 4.2 hours [6]. - Singapore: The latest stay is 33.2 hours, with a monthly increase of 2.0 hours and a yearly decrease of 8.6 hours [6]. - Port Klang: The latest stay is 61.6 hours, with a monthly increase of 11.6 hours and a yearly increase of 5.0 hours [6]. - Busan: The latest stay is 35.1 hours, with a monthly increase of 1.2 hours and a yearly increase of 5.7 hours [6]. - Rotterdam: The latest stay is 51.4 hours, with a monthly decrease of 6.9 hours and a yearly decrease of 7.0 hours [6]. - Hamburg: The latest stay is 51.7 hours, with a monthly decrease of 24.5 hours and a yearly decrease of 20.5 hours [6]. - Felixstowe: The latest stay is 88.0 hours, with a monthly increase of 19.2 hours and a yearly increase of 31.6 hours [6]. - Valencia: The latest stay is 34.5 hours, with a monthly decrease of 8.7 hours and a yearly decrease of 1.1 hours [6]. - Piraeus: The latest stay is 60.9 hours, with a monthly decrease of 0.6 hours and a yearly increase of 39.2 hours [6]. - Long Beach: The latest stay is 87.2 hours, with a monthly decrease of 7.9 hours and a yearly decrease of 19.5 hours [6]. - Los Angeles: The latest stay is 88.2 hours, with a monthly decrease of 14.8 hours and a yearly decrease of 14.9 hours [6]. - New York: The latest stay is 38.9 hours, with a monthly decrease of 7.8 hours and a yearly decrease of 9.5 hours [6]. - Savannah: The latest stay is 53.1 hours, with a monthly decrease of 2.9 hours and a yearly decrease of 21.3 hours [6]. - Santos: The latest stay is 52.8 hours, with a monthly increase of 13.6 hours and a yearly decrease of 3.1 hours [6]. Key Insights - Asian ports, especially some in China and Southeast Asia, are facing increasing congestion, and with the release of pre - export orders and the arrival of the shipping peak season, port pressure will continue to rise [2]. - European ports, affected by issues such as strikes and labor shortages, still have congestion problems and widespread schedule delays [2]. - North American ports are currently operating well, but there is a need to watch out for potential congestion when more goods arrive [2].

Report Overview - Report Title: Key Container Ports and Critical Hub Monitoring 20250528 [1] - Research Institute: Orient Futures Derivatives Research Institute - Department: Black and Shipping Department - Analyst: Lan Xi - Qualification Numbers: F03086543 (从业资格号), Z0016590 (投资咨询号) 1. Report Industry Investment Rating - Not provided in the given content 2. Report Core View - The report monitors the operating conditions of key container ports around the world, including average berthing times, number of ships at anchor and in berth, and large ship arrival situations. It notes that domestic main ports in Asia have high average ship stay times, and it's uncertain whether the surge in Sino - US goods will worsen port congestion. Some ports in Europe face congestion due to issues like strikes and labor shortages, while North American ports are operating well, but the impact of subsequent dense cargo arrivals on congestion needs attention [2] 3. Summary by Relevant Catalogs 3.1 Data点评 - **Asian Ports**: Yangshan, Waigaoqiao, Ningbo, Qingdao, Singapore, and Port Klang are monitored. Domestic main ports in Asia have high average ship stay times, and it's uncertain whether the Sino - US goods surge will worsen congestion. Port Klang is over - loaded with congestion worsening, with an average ship stay of about 2 days [2] - **European Ports**: Rotterdam, Antwerp, Hamburg, Bremen, and Valencia are monitored. Some ports in Northwest Europe still have congestion problems and common ship delays due to intermittent strikes, cargo backlogs, and labor shortages [2] - **North American Ports**: Long Beach, Los Angeles, Tacoma, New York, Savannah, Norfolk, and Houston are monitored. North American ports are operating well, and attention should be paid to whether subsequent dense cargo arrivals will cause congestion [2] 3.2 Data Overview - The table shows the average stay times of key container ports, including the latest period, monthly average, year - on - year, and month - on - month data for various ports in Asia, Europe, and the Americas [6] 3.3 Asian Port Dynamic Tracking - It presents data on the scale of container ships in ports in China and Southeast Asia, including the number of ships at anchor and in berth, and the average stay times of ocean - going ships in different ports over time [8][12][17] 3.4 European Port Dynamic Tracking - It shows the scale of container ships in European ports, including Northwest Europe and the Mediterranean/Black Sea regions. Data on the number of ships at anchor and in berth, and the average stay times of ocean - going ships in different ports are also provided [20][22][27] 3.5 North American Port Dynamic Tracking - It monitors the number of container ships at anchor and in berth in North American ports, the scale of container ships in ports, and the average stay times of ocean - going ships in different ports [35][39][40] 3.6 Large Ship Arrival Situation and Key Hub Monitoring - It tracks the arrival situations of large container ships in Yangshan, Ningbo, and Singapore ports. It also shows the arrival situations of 1.2w+ container ships of different alliances in Asia, Northwest Europe, and the Mediterranean regions, as well as the passage conditions of container ships through the Cape of Good Hope, Suez Canal, and Panama Canal [44][47][50]