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中国发往美国集装箱货量,达近20个月峰值!美线合约季即将到来,航运市场会复苏吗?

日期:2024-02-23    点击数:1233

<p style="font-size:16px !important;"> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <img src="https://yixiaoer-img.oss-cn-shanghai.aliyuncs.com/20240223/eeab217c-f82d-40a3-b0eb-e5f65a269b98.jpg" /> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> 美媒freightwaves日前报道,近期中国的宏观经济和贸易数据呈现出一些似乎相互矛盾的现象。 </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> 尽管工业活动增长有所放缓,消费者信心受到一定影响,股市波动较大,<span style="font-weight:bolder;">然而中国向美国发送的海运集装箱货运量却达到了自2022年5月以来的最高水平。</span> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <img src="https://yixiaoer-img.oss-cn-shanghai.aliyuncs.com/20240223/1795eadd-0920-4ad4-a91b-bb26d484b29d.jpg" /><br /> 按船舶出发日计算的从所有中国港口 </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> 到所有美国港口的海运集装箱吞吐量指数 </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> 这一货运量激增的部分原因可以归结为<span style="font-weight:bolder;">春节前的传统旺季效应。</span> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> 在此期间,中国沿海地区的工厂会迎来生产高峰,大量货物被运往港口,随后工人们会返乡度过长假。不过,与2023年春节期间相比,今年的货运峰值表现得异常突出,并且<span style="font-weight:bolder;">全年进口量也呈现出稳步上升的趋势。</span> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> 尽管中国宏观经济形势充满不确定性,如1月份制造业采购经理人指数(PMI)连续第四个月收缩,<span style="font-weight:bolder;">但中国至美国的集装箱货运量却呈现出稳步增长。</span> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> 这种增长似乎更多地是由<span style="font-weight:bolder;">美国进口商为补充库存并应对高于预期的零售销售所推动的,而非制造业活动的扩张速度更快。</span> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> 事实上,美国库存与销售之比在2023年11月降至1.37,远低于疫情前的基线水平。 </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> 与此同时,<span style="font-weight:bolder;">零售额同比增长4.8%,至7090亿美元,超过了同年第四季度3.3%的整体GDP年增长率。</span>这些因素共同推动了运输需求的增加,进而对运输供应商形成了有利的商业环境。 </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <img src="https://yixiaoer-img.oss-cn-shanghai.aliyuncs.com/20240223/48416482-9608-4a52-bead-596688fe7e6f.jpg" /><br /> 按船舶出发日计算的从上海 </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> 到全球所有港口的海运集装箱吞吐量指数 </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> 此外,胡塞武装对红海国际航运的恐怖袭击导致航运从苏伊士运河转移,进一步延长了运输时间并减少了集装箱船的可用运力。 </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> 这一变化与从中国出发的货运量增加相叠加,使得跨太平洋东行即期运价攀升至每四十英尺集装箱运价超过4500美元的水平。 </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> 罗宾逊公司首席执行官Dave Bozeman表示:“由于红海持续的冲突和巴拿马运河的低水位问题,全球供应链正面临运输中断和船只改道的挑战。<span style="font-weight:bolder;">虽然亚欧航线受到的影响最大,但随着航运公司调整航线以应对需求变化,这种影响正在逐渐扩大到其他航线。”</span> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <img src="https://yixiaoer-img.oss-cn-shanghai.aliyuncs.com/20240223/5e102ba4-36ba-4d45-a7db-8b6706deaa66.jpg" /><br /> 中国港口至美国西海岸港口的 </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> Freightos即期运价 </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> 与此同时,跨太平洋航运公司正抓紧利用红海危机带来的收益,积极与托运人和货运代理展开合同谈判。最新一期德路里运价指数WCI显示,亚洲-美国西海岸集装箱现货价格保持稳定,平均价格为每40英尺4754美元,<span style="font-weight:bolder;">较12月初上涨约140%。这一增长主要受到美国强劲消费需求的支撑,</span>1月份洛杉矶圣佩德罗湾港口和长滩港口的进口量分别<span style="font-weight:bolder;">实现了19%和23%的同比增长。</span> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> 集装箱运输业界资深人士认为,欧洲受到俄乌冲突和红海危机的影响,经济表现不如预期,需求疲弱。<span style="font-weight:bolder;">相比之下,美国经济有望实现软着陆,且民众持续消费,这使得美国航线的运价有所支撑,并有望成为航商获利的主力。</span> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <span style="font-weight:bolder;"><br /> </span> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <img src="https://yixiaoer-img.oss-cn-shanghai.aliyuncs.com/20240223/9ad64635-4b0b-4796-ae47-44d13f6fb9c3.jpg" /> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <span style="font-weight:bolder;">随着美线年度合同谈判季节的临近,运价走势将面临新的变数。</span>这些变数既是挑战也是机遇,将决定市场是否将开启另一个周期的航运奇迹。 </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> 美线货代企业在签约季与船公司谈判最有力的武器是<span style="font-weight:bolder;">美国FMC资质</span>。持有资质的企业具有领先的业务优势,拥有直接与船公司签约订舱的资格,可以采购到最优的运价,自主签发提单,24小时申报服务系统提交AMS/ISF等,并且能满足美国FMC监管的规定的要求,避免高额罚金处罚。 </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <img src="https://yixiaoer-img.oss-cn-shanghai.aliyuncs.com/20240223/d991cafc-89ed-4f14-97c6-258a6e9333c9.jpg" /><span style="font-weight:bolder;">领航国际—FMC资质专业办理商</span><span style="font-weight:bolder;"></span>骏日科技提供技术服务 </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> <br /> <br /> <br /> <span style="font-weight:bolder;">FMC资质办理经验十余年,</span><span style="font-weight:bolder;">服务国内7成美线货代</span><br /> <br /> <br /> <br /> <br /> <span style="font-weight:bolder;">一站式AMS、ISF、ACI/EM、AFR舱单在线发送</span> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <span style="font-weight:bolder;"><img src="https://yixiaoer-img.oss-cn-shanghai.aliyuncs.com/20240223/f46e8f95-7c62-4953-afd1-c0549e7c2180.jpg" /></span> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <span style="font-weight:bolder;">0</span><span style="font-weight:bolder;">1</span><span style="font-weight:bolder;">FMC资质办理</span><br /> 一条龙办理 </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> FMC全套资质办理正规平台,全流程线上化,告别传统琐碎的“拼接式”办理 </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> 海外直接对接 </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> 直接对接美国供应商,系统全面打通,无中间商赚差价,价格更透明 </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> 业务经验成熟 </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> 代办FMC资质十余年经验沉淀,服务国内超2000家美线货代,办理通过率高 </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> 专业服务团队 </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> 专业团队1V1在线服务,根据企业资格快速评估报价,申请手续简便,办理时效快 </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <span style="font-weight:bolder;">0</span><span style="font-weight:bolder;">2</span><span style="font-weight:bolder;">AMS在线发送平台</span><span style="font-weight:bolder;"></span><span style="font-weight:bolder;">0</span><span style="font-weight:bolder;">1</span><span style="font-weight:bolder;"></span><span style="font-weight:bolder;"><span style="font-weight:bolder;">发送零门槛</span></span> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> 告别繁琐的资质认证与高昂的成本,自有 CODE 发送6元/票起,无自有 CODE 发送40元/票 </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <span style="font-weight:bolder;">02</span><span style="font-weight:bolder;"><span style="font-weight:bolder;">全天候发送自由</span></span> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> 7×24小时全时段可发,中文界面清晰明了,实现数据发送自由 </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <span style="font-weight:bolder;">03</span><span style="font-weight:bolder;"><span style="font-weight:bolder;">数据快捷录入 </span></span><span style="font-weight:bolder;"><span style="font-weight:bolder;">系统智能审核</span></span> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> 支持多模版导入,全程可视化,系统实时校验,基础内容智能审核,降低失误率 </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <span style="font-weight:bolder;"></span><span style="font-weight:bolder;">0</span><span style="font-weight:bolder;">4</span><span style="font-weight:bolder;"></span><span style="font-weight:bolder;"><span style="font-weight:bolder;">业务覆盖无限制</span></span> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> 不限船司、口岸,美加中转航线,AMS/ISF/EM&ACI自主选择,一站式发送 </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <span style="font-weight:bolder;">05</span><span style="font-weight:bolder;">专业客服团队全程守护</span> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> 专业客服1V1在线服务,异常单证协助联络海关处理,为您的每一票申报业务保驾护航! </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> 美线签约季即将来临,如您有办理需求请速速联系我们吧,价格美丽,办理成功率更高,效率更快! </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <br /> </p> <p style="color:rgba(0, 0, 0, 0.65);font-family:-apple-system, BlinkMacSystemFont, "background-color:#FFFFFF;font-size:16px !important;"> <img src="https://yixiaoer-img.oss-cn-shanghai.aliyuncs.com/20240223/117431bf-dd03-4f79-bdc8-dfeb383aa483.jpg" /> </p> </p>