[新聞] 跨太平洋即期運費在中國黃金周前放緩

看板Stock (股票)作者hithaman (hithaman)時間3年前 (2021/09/29 22:40)推噓15(15推 0噓 6→)

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原文標題： Transpacific spot rates ease ahead of China's Golden Week 原文連結： https://bit.ly/3D1i0B7 發布時間： 24/09/2021 原文內容： By Gavin van Marle 24/09/2021 There were signs of a silver lining finally beginning to appear for beleaguered US shippers this week, after the spot container freight rates to both the west and east coast showed a second week of declines on the Freightos Baltic Index (FBX). Today’s FBX covering the China-US west coast route stood at $19,173 per 40ft, down from the $20,143 last week and the record high of $20,586 per 40ft on 10 September. It was a similar picture on the China-US east coast leg, which today recorded a rate of $21,697 per 40ft, compared to $21,823 last week and the record high of $22,173 on 10 September. Analysts at the Ningbo Containerised Freight Index suggested the declines could be due to a slight loosening of capacity in advance of Chinese National Day, which takes place on 1 October and lasts for three days. “Some overtime ships were put into the market before the Chinese National Day. Therefore, the tightness of space was slightly eased compared with the previous period, and the market booking price dropped slightly,” the NCFI noted. Despite the marginal decline in spot pricing, US importers are still reeling from unprecedented congestion levels, particularly on the west coast. “Transpacific demand remains in high gear, and carriers continue to add capacity in response,” said Judah Levine, Freightos head of research. “To do so when basically all of the globe’s container ships are already active, carriers are moving capacity from secondary lanes to the transpac, complicating things for shippers on those lower-profile routes. “Unfortunately, that transpacific capacity is increasingly stuck waiting at US destinations like LA/Long Beach. Though the main West Coast gateway announced extended gate hours for trucks to collect containers and speed operations, a new record of more than 70 ships are currently waiting an average of nine days for a berth to open up. “Overwhelmed trucking, warehouse and rail logistics services are also contributing to the port delays, and to the overall slog in end-to-end supply chains. Freightos.com marketplace data shows that so far this month China-US ocean shipments are taking an average of 73 days to arrive at their final destination, 83% longer than in September 2019,” he added. Meanwhile, spot rates on Asia-North Europe continued to edge up, reaching $14,593 this week, compared to $14,378 last week and $14,221 on 10 September, with European importers also beset by high congestion levels. Maersk announced this week that as a result of “high yard density and exceptional waiting time for our vessels in the port of Hamburg”, the 2M’s AE7/Condor Asia-North Europe service would drop calls at the German gateway for the next 13 weeks and switch to Bremerhaven’s NTB terminal. The 2M partners also announced this week that it would expand their TA2/NEUATL2 transatlantic service in response to “ongoing port congestions and operational constraints taking place in North Europe and North America [that] are causing schedule disruptions”. From next month a sixth vessel, the 7,114 teu Santa Rosa, will be added to the service, while in the first quarter of next year it will switch its UK call from Liverpool to Felixstowe. It will also add a call at Charleston, while Baltimore and Norfolk will be switched in the port call rotation. Today’s Freightos spot rate for the westbound transatlantic trade stood unchanged from last week at $6,869 per 40ft. 心得/評論： ※必需填寫滿20字這是一篇在講貨櫃運價指數FBX變化的新聞。翻譯及摘要一些文中內容如下。中國-美西海岸航線的FBX當日40ft的運價為19,173美元該航線運價的歷史新高點是9月10日的20,586美元中國-美東海岸航線的FBX，當日40ft的運價為21,697美元該航線運價的歷史新高點是9月10日的22,173美元寧波出口集裝箱運價指數(NCFI)的分析師表示，下降可能是由於中國國慶節前運力略有放鬆，中國國慶節將於10月1日舉行，持續三天。 NCFI指出“一些加班船在國慶節前投入市場。因此，空間緊張程度較上期略有緩解，市場預訂價格小幅下降。" Freightos 研究主管 Judah Levine 表示 “跨太平洋需求仍處於高位，承運人繼續增加運力作為回應。” 美西港口等待的船舶數量為創紀錄的70多艘，等待泊位開放時間為9天。卡車運輸、倉庫不足及鐵路物流服務等仍不勝負荷。本月到目前為止，中-美海運貨物平均需要73天才能到達最終目的地，比2019年9月長83%。亞洲-北歐的運價繼續小幅上漲，本周達到 14,593 美元，而上週為14,378 美元，9月10日為14,221 美元，歐洲進口商也受到高度擁堵的困擾。 -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 118.170.196.42 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1632926401.A.3E8.html

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