浙江
1/ 我是最航運丹尼斯。 隨著美國特朗普特變量政府與主要貿易伙伴的關稅爭端持續升級，美國零售商紛紛下調第二季度進口預期。 美國全國零售聯合會（NRF）與 Hackett Associates（《 Global Port Tracker 》的發布機構）指出，受關稅不確定性和高庫存水平影響（此前大量搶運貨物所致），今年春季的進口量預計將出現下降。 “零售商正抓緊在關稅進一步上調前盡可能多地將商品進口至美國，”NRF供應鏈和海關政策副總裁Jonathan Gold在《全球港口追蹤報告》中表示。
2/ 美國進口集裝箱貨量預測下調，也就是對于我們來說的“美線”貨量預測，6 月、7 月同比環比雙降，最航運制表如下：
月份
預計進口量（萬 TEU）
同比變化
與上月預測對比
3 月
預測未變
4 月
218
5.70%
低于上月預測的 +8.2%
5 月
214
2.80%
低于上月預測的 +5.4%
6 月
207
-3.20%
下降幅度高于上月預測的 -0.6%
7 月
199
-13.90%
首次發布預測
3/ 美國關稅壓力加劇，零售商調整供應鏈策略：特朗普政府近日對中國商品的額外加征關稅從10%提高至20%，這一舉措在航運業引發廣泛擔憂。 美國全國零售聯合會（NRF）表示，盡管對加拿大和墨西哥商品關稅政策的反復態度預計對港口吞吐量的直接影響有限（因大部分商品通過卡車或鐵路運輸），但關稅的不確定性正促使部分零售商調整供應鏈策略，以降低潛在風險。 Hackett Associates 創始人Ben Hackett指出，美國可能對停靠本土港口的中國籍船舶征收額外費用。這一舉措可能進一步加劇供應鏈復雜性，不僅增加貨主成本，也可能推高消費者的支出。
4/ 在美國前端消費方面，美國全國零售聯合會（NRF）今日發布的 CNBC/NRF 零售監測報告（由 Affinity Solutions 提供數據支持）顯示，盡管2月零售支出環比小幅下降，但在整體經濟依然穩健的背景下，零售銷售額仍保持同比增長。 NRF總裁兼首席執行官 Matthew Shay 指出：“2 月消費者信心受到多重因素影響，包括嚴寒天氣、關稅沖擊、就業市場不確定性以及政策動蕩，導致消費支出再次小幅回落。面對通脹壓力和生活必需品價格上漲，消費者變得更加謹慎，更傾向于減少支出、增加儲蓄。不過，從同比增長來看，經濟基本面依舊穩健，支撐了整體零售市場的韌性。”
5/ 在2月同比增長的九大零售類別中，有六個類別取得了增長，其中在線零售、健康與個人護理用品、綜合百貨商店的表現尤為亮眼。然而，從環比角度來看，除了兩個類別外，其余類別均出現了不同程度的下降。最航運整理制表如下：
零售類別
環比變化（經季調）
同比變化（未經季調）
在線零售及其他非實體店銷售
0.46%
36.51%
健康與個人護理用品店
-0.44%
8.33%
綜合百貨商店
-0.42%
6.20%
食品及飲料店
-0.07%
4.08%
服裝及配飾店
-0.78%
3.75%
運動用品、書籍及愛好商店
0.93%
3.57%
電子產品及家電店
-0.43%
-0.06%
建筑及園藝用品店
-1.02%
-3.34%
家具及家居裝飾店
-1.01%
-3.67%
6/ 與美國人口普查局基于調查的數據不同，CNBC/NRF零售監測報告采用Affinity Solutions提供的實際信用卡和借記卡交易數據。這種數據來源無需進行月度或年度修正，能夠更精準地反映零售行業的實時趨勢。
7/ 美國自亞洲進口集裝箱貨量1-2月貨代 承運排名，以SCAC區別。
Rank
SCAC
Name
TEU
1
KFUN
KERRY FREIGHT (USA) INC
2
BANQ
BLUE ANCHOR AMERICA LINE (BLUE ANCHOR LINE)
3
EXDO
EXPEDITORS INTERNATIONAL OF WASHINGTON INC
4
CHSL
CHRISTAL LINES
5
OERT
ORIENT EXPRESS CONTAINER CO LTD
6
HNLT
HONOUR LANE SHIPPING LTD
7
AMZD
AMAZON CHINA AMAZON.CN AMAZON GLOBAL LOGISTICS CHINA
8
FLXT
FLEXPORT INTERNATIONAL LLC
9
HYSL
HECNY SHIPPING LIMITED
10
DMAL
DANMAR LINES LTD
11
DFDS
DSV OCEAN TRANSPORT A/S
12
SFOK
SAFROUND LOGISTICS CO LTD
13
CHQF
CHINA INTERNATIONAL FREIGHT CO LTD
14
DWCH
DE WELL CONTAINER SHIPPING INC
15
OSTI
ORIENT STAR TRANSPORT INTL LTD
16
MLIL
MAXWIDE LOGISTICS INC
17
DSVF
DSV AIR & SEA INC. DBA. DSV OCEAN TRANSPORT
18
TXSL
TAICANG XINTAI INTERNATIONAL SHIPPING AGENCY CO LTD
19
SMMB
SEAMASTER LOGISTICS INC
20
SXCO
SINPEX CONNECTION LOGISTICS LTD
21
MCLM
MCL-MULTI CONTAINER LINE INC
22
RSLC
RS LOGISTICS LIMITED
23
TLKP
TRANSLINK SHIPPING INC
24
PPIL
PUDONG PRIME INTL LOGISTICS INC
25
CWQG
CIMC WETRANS LOGISTICS TECHNOLOGY (HONG KONG) COMPANY LIMITED
26
THGL
T H I LOGISTICS CO LTD
27
CGGM
CASTLEGATE LOGISTICS INC
28
CGLS
CASIA GLOBAL LOGISITICS CO LTD
29
SYLC
SUZHOU YUN LOGISTICS TECHNOLOGY CO LTD
30
CTYO
CITY OCEAN LOGISTICS CO LTD
31
UWLD
UWL INC
32
GOLA
GREAT OCEAN LINE PTE LTD, THE
33
UASI
UPS ASIA GROUP PTE LTD
34
SSBF
SWIRE SHIPPING PTE LTD
35
EFLR
EFL CONTAINER LINES LLC
36
ASFN
ASF GLOBAL LLC
37
PYMN
PYRAMID LINES SINGAPORE PTE LTD
38
KWEO
KINTETSU WORLD EXPRESS INC
39
UULN
US UNITED LOGISTICS (NINGBO) INC
40
SZIL
SHANGHAI ZEHONG INTERNATIONAL LOGISTICS CO LTD
9672
41
COHE
COHESION FREIGHT (HK) LIMITED
9102
42
WWLL
WORLDWIDE LOGISTICS CO LTD
8581
43
FEVM
FOUREVER INTERNATIONAL LIMITED
8016
44
BOPT
BDP TRANSPORT, INC
7415
45
SABC
STAR ASIA INTERNATIONAL INC
7409
46
SVIV
SHANGHAI EVEREST INTERNATIONAL LOGISTICS CO LTD
7404
47
RWRD
ROUND-THE-WORLD LOGISTICS (USA) CORP
7092
48
GFSH
GLOBAL FREIGHT SERVICES USA LLC
7044
49
BWLE
BLUE WORLD LINE
6743
50
CIEC
CAS INTERNATIONAL CO LTD
6711
51
SGPV
SEAGOLD (PRIVATE) LIMITED
6669
52
PSEA
PACIFIC STAR EXPRESS (CHINA) CO LTD
6536
53
RLCL
RAMSES LOGISTICS CO LTD
6522
54
NXGW
NX GLOBAL OCEAN NETWORK PTE.LTD.
6487
55
JSSY
JOO SUNG SEA & AIR CO LTD
6449
56
NPSC
NINGBO PORT SOUTHEAST LOGISTICS GROUP CO LTD
6435
57
AIGB
AIR TIGER LOGISTICS (HK) LIMITED
5973
58
FTNV
FEDEX LOGISTICS INC
5911
59
MIGC
MASTER INTERNATIONAL LOGISTICS (CHINA) CO LTD
5867
60
CCLL
CARGO CONTAINER LINE LIMITED
5813
61
BARS
BARSAN INTERNATIONAL INC
5792
62
BKGA
BARKLAYS LOGISTICS CO LTD
5708
63
SCQH
SCANWELL CONTAINER LINE LTD
5700
64
GSDR
GUANGDONG SEA-DREAMS LOGISTICS TECHNOLOGY CO LTD
5648
65
DWSH
DALIAN WANLIAN SUPPLY CHAIN MANAGEMENT CO LTD
5402
66
PGSM
PEGASUS MARITIME INC
5226
67
NXHS
NINGBO X-H SUPPLY CHAIN MANAGEMENT CO LTD
5190
68
YASV
YUSEN LOGISTICS (AMERICAS) INC
5038
69
MLCW
MCLEAN CARGO SPECIALISTS (DIVISION OF CRANE WORLDWIDE LOGISTICS LLC)
5024
70
LUFR
LAUFER GROUP INTERNATIONAL LTD
5012
71
SIFK
SWIFT CARGO INC
4982
72
PUSJ
PELORUS SHIPPING LINE LIMITED
4922
73
MOSJ
MULTIMODAL OCEAN SERVICES COMPANY INTERNATIONAL LIMITED
4863
74
SAKQ
SHANGHAI ALL-LINK LOGISTICS CO LTD
4854
75
SHNL
SHINE INTERNATIONAL TRANSPORTATION (HONG KONG) LIMITED
4848
76
AWFD
ALL-WAYS FORWARDING INTERNATIONAL INC
4833
77
MFGT
MAINFREIGHT INC
4823
78
FSIH
FOREST SHIPPING WORLDWIDE LIMTED
4809
79
NGWI
NINGBO GET WIN INTERNATIONAL LOGISTICS CO LTD
4731
80
SGLS
SGL EXPRESS LINE
4695
81
NCZL
NEW CHAIN LOGISTICS CO LIMITED
4627
82
RLUS
ROHLIG USA LLC
4603
83
PLKQ
PACIFIC LINK INTL FREIGHT FORWARDING CO LTD
4531
84
CHIA
CHINATRANS INTERNATIONAL LIMITED
4468
85
UNQL
UNIQUE LOGISTICS INTERNATIONAL (H K) LTD
4453
86
SDBJ
SAVINO DEL BENE USA INC
4451
87
SNTK
SUN TRACK EXPRESS
4420
88
WWOL
WORLDWIDE LOGISTICS LTD (WORLDWIDE OCEAN LINE WORLDWIDE LOGISTICS (USA))
4401
89
TRKU
TURKON CONTAINER TRANSPORTATION & SHIPPING
4322
90
DISO
DELTRANS INTERNATIONAL SHIPPING CORPORATION
4316
91
YESL
YES LOGISTICS CORP
4232
92
OOCO
OOCL LOGISTICS LINE LIMITED
4154
93
MQLA
MITSUBISHI LOGISTICS AMERICA CORPORATION
4122
94
EMLT
EM-LINES LIMITED
4098
95
GUGW
GUANGDONG MANBIN LOGISTICS SUPPLY CHAIN CO LTD
4048
96
BNXC
BINEX LINE CORPORATION
4041
97
PVID
PENAVICO INTERNATIONAL LOGISTICS CO LTD
4035
98
PICJ
PACTRA INTERNATIONAL CO LTD
3996
99
GBOR
GLOBAL TRANSPORTATION CORPORATION
3977
100
QZID
QINGDAO ZHONGFU INT'L LOGISTICS COM LTD
3919
101
SNJC
SINO LOGISTICS CORPORATION PUBLIC COMPANY LIMITED
3917
102
ALON
ACETRANS LOGISTICS LIMITED
3832
103
ZIMT
ZIM LOGISTICS (CHINA) CO.,LTD.
3808
104
AIWL
AIT WORLDWIDE LOGISTICS INC
3697
105
TSVC
TRANS SERVICE LINE
3683
106
OBLM
OCEAN BRIDGE LOGISTICS CO LIMITED
3675
107
ANTO
AM GLOBAL SHIPPING LINES CO LTD
3670
108
DLPD
DAHNAY LOGISTICS PVT LTD
3667
109
SAAC
SHANGHAI ATLANTIC GATE FORWARDING LTD
3546
110
TGFH
TOLL GLOBAL FORWARDING (HONG KONG) LIMITED
3522
111
BGPL
BRILLIANT GROUP LOGISTICS CORP
3367
112
ITGB
INTERGLOBO NORTH AMERICA INC
3316
113
SWLV
SAFEWATER LINES INDIA PRIVATE LIMITED
3311
114
KYSI
KAIYUAN SHIPPING CO LTD
3238
115
SXLM
SPARX LOGISTICS USA LIMITED
3211
116
CJKC
CJ KOREA EXPRESS CORPORATION
3164
117
UPSP
UNIPAC SHIPPING INC
3152
118
NQIC
NINGBO QICHEN INTERNATIONAL LOGISTICS CO LTD
3150
119
GOAG
GLOBAL OCEAN AGENCY LINES LLC
3111
120
STND
SINOTRANS LIMITED
3109
121
TTOG
TT OCEAN LOGISTICS LLC
3021
122
SDZH
SHANGHAI LEAD TRANS INTL LOGISTICS CO LTD
3004
123
PLGJ
PATSON LOGISTICS LIMITED
2990
124
TQPI
TOPASIA INTERNATIONAL LOGISTICS CO LIMITED
2971
125
TWMF
TAEWOONG LOGISTICS CO LTD
2936
126
AIRL
AIRLIFT (U S A) INC
2909
127
APLU
AMERICAN PRESIDENT LINES LLC
2769
128
SEJG
SE JUNG SHIPPING CO LTD
2766
129
NKIL
NINGBO KINGDOM INTERNATIONAL LOGISTICS CO LTD
2726
130
NIOG
NINGBO OURAN SUPPLY CHAIN MANAGEMENT CO LTD
2716
131
GLVV
GREAT LINK LOGISTICS CO LTD
2716
132
RDIH
RONGHANG (DONGGUAN) INTERNATIONAL FREIGHT FORWARDING CO LTD
2715
133
SYXO
SAR TRANSPORT SYSTEMS PRIVATE LIMITED
2687
134
ZHJL
ZHEJIANG TRANSEAGO LOGISTICS CO LTD
2683
135
ILCD
INTERFREIGHT LOGISTICS CO LTD
2634
136
CFIQ
COMBINED FREIGHT INTERNATIONAL
2634
137
SKEM
SHENZHEN KOK E COMMERCE LOGISTICS CO LTD
2591
138
ANWM
AMERICAN NEW LOGISTICS SERVICE CO LTD
2561
139
JHJT
JHJ INTERNATIONAL TRANSPORTATION CO LTD
2546
140
NWTQ
NINGBO WHOL TAC SUPPLY CHAIN CO LTD
2545
141
DMER
DIMERCO EXPRESS (USA) CORP
2510
142
KSHV
KING SHIPPING COMPANY
2500
143
ECUW
ECU WORLDWIDE
2493
144
SMWJ
SHANGHAI MILKYWAY CHEMICAL LOGISTICS CO LTD
2479
145
SXYH
SHANGHAI UNICORN NET-TECH INC
2466
146
KWLD
KINGWOOD LOGISTICS LTD
2428
147
SPNP
SHENZHEN PACIFIC-NET
2421
148
MALY
MALLORY TRANSPORTATION
2321
149
GBWQ
GEBRUDER WEISS INC
2316
150
BLME
BLUE LOTUS OCEAN LINE LIMITED
2316
151
RRKK
RITIME GROUP INC
2313
152
AWOS
AWOT GLOBAL LOGISTICS GROUP
2260
153
EIHK
EGF INTERNATIONAL (HONG KONG) LIMITED
2252
154
APXL
APEX LOGISTICS INTERNATIONAL INC
2235
155
QYLG
QINGDAO YARAN LOGISTICS CO LTD
2225
156
HDWC
HEADWIN LOGISTICS CO LTD
2224
157
QEML
SEKO CONTAINER LINES PTE. LTD.
2210
158
DLHT
DT LOGISTICS (HK) LTD
2199
159
WSJO
WYD (SHA) SUPPLY CHAIN MANAGEMENT CO LTD
2163
160
AEAS
AMERICANA EXPRESS (SHANDONG) CO LTD
2142
161
YUGL
YUSEN LOGISTICS CO LTD
2114
162
SYGO
SKY G LOGISTICS LIMITED
2080
163
WBLV
WBL CO LTD
2078
164
SNYL
SUNNY LINE
2060
165
MIQO
MIQ LOGISTICS
2004
166
SGCJ
SHIP GLOBAL LOGISTICS INC
2001
167
FSGT
FOUR SEASON LOGISTICS CORPORATION
1958
168
CHKM
CHARTER LINK LOGISTICS LIMITED
1940
169
MFNO
MCFEI TECHNOLOGY & LOGISTICS CO LTD
1914
170
AMJA
AMERICAN OCEAN LINE INC
1913
171
BNSM
BENISON LOGISTICS INC
1845
172
NIUK
NIUKU (SHENZHEN) INTERNATIONAL LOGISTICS LIMITED
1823
173
YJIF
YIWU JUYI INTERNATIONAL FREIGHT FORWARDING CO LTD
1804
174
MAEI
MAERSK LINE LIMITED
1796
175
YQNL
YQN LOGISTICS CO LTD
1779
176
APLL
APL LOGISTICS
1776
177
CITV
CTS INTERNATIONAL LOGISTICS CORPORATION LIMITED
1747
178
SCVA
SUPER CARGO SERVICE CO LTD
1741
179
DWSD
DA WU SUPPLY CHAIN MANAGEMENT CO LTD
1734
180
OIAG
OIA GLOBAL LOGISTICS
1727
181
VLCE
VANTAGE LOGISTICS CORPORATION
1724
182
MXYM
MATRIX SUPPLY CHAIN MANAGEMENT (SHANGHAI) CO LTD
1706
183
SZLO
SHENZHEN ZBAO LOGISTICS CO LTD
1700
184
WLSI
WHALE LOGISTICS (SHANGHAI) COMPANY LIMITED
1689
185
NSQP
NISSIN CORPORATION
1688
186
SHPT
SHIPCO TRANSPORT INC
1677
187
SQHN
SHANGHAI SHANGHONG SUPPLY CHAIN MANAGEMENT CO LTD
1668
188
UCMI
UNITED CARGO MANAGEMENT INC
1666
189
FGFQ
FULLTRANS GLOBAL LINES
1657
190
JAPT
JAPAN TRUST CO LTD
1650
191
BVLV
BON VOYAGE LOGISTICS INC
1646
192
TWIC
TRANS WAGON INTL CO LTD
1618
193
LGWD
LOGISTEED EXPRESS LTD
1614
194
MTOD
MINT TRANSPORTS CO LTD
1606
195
MOXR
MORRISON EXPRESS CORPORATION (USA)
1600
196
LUCN
LONGSAIL USA CORPORATION
1591
197
WECD
WEIDA FREIGHT SYSTEM CO LTD
1587
198
EQAC
EIPI QINGDAO SUPPLY CHAIN MANAGEMENT CO LIMITED
1584
199
CDBQ
CONCORD (TIANJIN) INTERNATIONAL FREIGHT FORWARDER INCORPORATED COMPANY
1581
200
ZDSM
ZHEJIANG DONGLIXIN SUPPLY CHAIN MANAGEMENT CO LTD
1568
201
CUOL
CLOUD OCEAN LINE LIMITED
1558
202
AMEH
AMERICAN COMMERCIAL TRANSPORT INC
1554
203
SZJD
SHENZHEN JIUFANG E-COMMERCE LOGISTICS LIMITED
1552
204
ZTIL
ZHEJIANG TONY INTERNATIONAL LOGISTICS CO LTD
1545
205
SQXN
SMART SOLUTIONS LINE FZE
1540
206
NIAV
NINGBO BONDED AREA XINLIANDA LOGISTICS CO LTD
1530
207
IGLB
INTERPORT GLOBAL LOGISTICS USA INC
1523
208
PACJ
P A C OCEAN LINES
1522
209
NGFK
NINGBO FINE LINK INTERNATIONAL FREIGHT FORWARDING CO LTD
1519
210
AEIG
AMERICAN INTERNATIONAL CARGO SERVICE INC
1495
211
ELCK
EUSU LOGISTICS CO LTD
1485
212
NAQA
NACA (VANGUARD LOGISTICS SERVICES)
1477
213
TQFN
TRANSFORMERS NETWORK INC
1469
214
ONPL
OCEAN NAVIGATOR EXPRESS LINE
1465
215
GHSE
GREAT HILL SUPPLY CHAIN TECHNOLOGY (NINGBO) CO LTD
1446
216
ELGF
EURO LINE GLOBAL CO LTD
1426
217
DSCH
DANUBAL SUPPLY CHAIN SOLUTIONS CO LTD
1423
218
STIW
SEA TRADE INTERNATIONAL INC
1420
219
SZQH
SHENZHEN AFIS LOGISTICS TECHNOLOGY CO LTD
1414
220
NIPA
NINGBO MISSION INTERNATIONAL LOGISTICS CO LTD
1412
221
SDVO
SHANGHAI DREAM ASIA INTERNATIONAL LOGISTICS CO LTD
1409
222
NHSO
NINGBO HENTON SUPPLY CHAIN MANAGEMENT CO LTD
1390
223
CRFN
CLEARFREIGHT
1389
224
USCK
US PACIFIC TRANSPORT INC
1383
225
JAZR
JARVIS INTERNATIONAL FREIGHT LLC
1383
226
JGLB
JGL WORLDWIDE (SG) PTE LTD
1377
227
TWWM
THREE W (3W) LOGISTICS CO LTD
1368
228
WMID
WE-MAY INT'L LOGISTICS CO LTD
1365
229
SSNF
SHANGHAI SUPREME INTERNATIONAL FREIGHT FORWARDING CO LTD
1318
230
NXCO
NEXEN CORPORATION
1301
231
ELNV
EUMEX LINE NINGBO LIMITED
1300
232
PEVH
PORTEVER SHIPPING LTD
1299
233
BWYB
BESTWAY LOGISTICS INC
1299
234
EBLA
EURYBIA LOGISTICS INC
1290
235
KIRM
KIRIN TRANSPORTATION INTERNATIONAL CO.,LTD.
1283
236
LTKO
LATEK LOGISTICS USA INC
1277
237
ASTI
AIR SEA TRANSPORT INC
1276
238
SMCM
SHENZHEN MEGA INTERNATIONAL CO LTD
1268
239
ATGA
A TWO Z (A2Z) LOGISTICS INDIA PVT LTD
1263
240
DNCY
DYNAMIC NETWORK CONTAINER LINE LTD
1236
241
TOKS
TOPLINK LOGISTICS INC
1236
242
SJHH
SEA LEAD SHIPPING PTE LTD
1232
243
QAAW
ASIA DRAGON INTERNATIONAL LOGISTICS CO LTD
1223
244
BWSS
BLUE WATER SHIPPING US INC
1221
245
GGBO
GREEN GLOBE LINE CO LTD
1205
246
THAP
TIANJIN HOPE SUPPLY CHAIN MANAGEMENT CO LTD
1197
247
LGBG
LOTTE GLOBAL LOGISTICS CO LTD
1190
248
TXSV
TPL (XIAMEN) SUPPLY CHAIN MANAGEMENT CO LTD
1190
249
SBUY
SAMYANG LOGISTICS INC
1186
250
MOLW
MOL WORLDWIDE LOGISTICS, LIMITED
1186
251
TLDM
TIANSHI LOGISTICS CO LIMITED
1185
252
TSIJ
TOP SEALAND INTERNATIONAL CO LTD
1175
253
UHLL
UNITED HARBOUR LOGISTICS LLC
1174
254
RHLS
RICOH LOGISTICS CORPORATION
1169
255
SUSS
SHENZHEN POWER WORLD LINK LOGISTICS CO LTD
1158
256
PBIH
PACIFIC BASIN HANDYSIZE LTD
1140
257
RLYT
REAL LOGISTICS CO LTD
1140
258
DGSS
DGS LOGISTICS CO LTD
1134
259
EILP
EASTRONG INTERNATIONAL LOGISTIC COMPANY
1125
260
PCIC
PAM CARGO INTERNATIONAL COMPANY LIMITED
1116
261
AJIQ
AJS LOGISTICS PVT LTD
1113
262
EAID
ESTES FORWARDING WORLDWIDE LLC (OCEAN)
1111
263
TMLH
TRANSAMERICA LOGISTIC
1109
264
PWTD
PINNACLE WORLD TRANSPORT PTE LTD
1106
265
HCLL
HANSEATIC CONTAINER LINE LTD
1096
266
AUAS
ACU TRANSPORT CO LTD
1091
267
WMSR
WMSC LOGISTICS SERVICES LLC
1075
268
JJIW
JIANGSU JIENUO INTERNATIONAL FREIGHT FORWARDING CO LTD
1064
269
CHVW
CHINA NAVIGATION CO PTE LTD, THE
1053
270
KLLM
K LINE LOGISTICS LTD
1052
271
YKSE
YIWU KEMING SUPPLY CHAIN MANAGEMENT CO LTD
1045
272
KLNL
KLN CONTAINER LINE LIMITED
1041
273
GBII
GOLDEN BRIDGE INTERNATIONAL INC
1038
274
PNVO
PENAVICO
1036
275
NEIA
NINGBO EVEROCEAN INTERNATIONAL FORWDING CO LTD
1035
276
ASWW
AIR SEA WORLDWIDE LOGISTICS LTD
1033
277
PVLH
PAVILION LOGISTICS INC
1026
278
SDRP
SHENZHEN MEITONG SUPPLY CHAIN CO LTD
1026
279
RIMH
RIM LOGISTICS LTD
1022
280
VIFC
VITA INTERNATIONAL FREIGHT CO LTD
1004
281
TPUL
THREE PLUS (3 PLUS) LOGISTICS
1002
282
TKIB
TRANS KNIGHTS INC
991
283
OWLV
OW LOGISTICS USA LLC
990
284
WNVO
WWLP INC
983
285
ATEB
ATE LOGISTIC CO LTD
976
286
LCGM
LEGEND CARGO LOGISTICS COMPANY LIMITED
973
287
PRIM
PRIME SHIPPING INTERNATIONAL INC
971
288
DOTD
DEUGRO OCEAN TRANSPORT INC
967
289
DITL
DOLPHIN LOGISTICS SUPPLY CHAIN MANAGEMENT CO LTD
964
290
ECXS
EURO CARGO EXPRESS INC
944
291
KLIL
KASE LOGISTICS INTERNATIONAL LIMITED
944
292
SZQE
SHANGHAI MAGICAL LOGISTICS CO LTD
941
293
TVLC
T V L CONTAINER LINE
939
294
WZLT
WIZ LOGTEC INDIA PRIVATE LIMITED
939
295
LGLV
LEO GLOBAL LOGISTICS PUBLIC COMPANY LIMITED
933
296
WJLN
WORLD JAGUAR LOGISTICS INC
932
297
PGCV
PROSHIPPING GROUP CORP
926
298
OATJ
ORIENTAL AIR TRANSPORT SERVICE INC
925
299
SEMD
SEA-MAID INTERNATIONAL TRANSPORTATION AGENCY CO LTD
919
300
NYFC
NINGBO Y-FUNG INTERNATIONAL LOGISTICS CO LTD
919
8/ 以星昨天3月12日發布 2024財報盈利創歷史新高，但面臨的不確定性加劇。ZIM在2024年實現了歷史最高盈利 （不包括疫情期間），主要得益于其在跨太平洋航線市場份額的擴大。但以星警告稱，目前貿易面臨近年來最高水平的不確定性。 ZIM 首席執行官Xavier Destriau在周三表示，美國從亞洲的進口量在農歷新年后的淡季表現疲軟。根據各種指數衡量，集裝箱現貨運價在傳統淡季的下滑幅度大于往年，表明駛往美國的船舶艙位利用率較低。 Xavier表示，美國對中國的關稅以及中國對美國出口商的反制措施正對市場造成壓力。此外，美國擬對中國籍船舶征收港口稅的提議，進一步增加了ZIM對今年上半年保持強勁增長預期的不確定性。 “集裝箱航運業一直以波動性著稱，因為我們受許多外部因素的影響，這些因素無法控制，因此我們必須接受這種不確定性和波動性，” “展望2025年，市場仍充滿不確定性，特朗普政府最終將如何行動仍需進一步明確。”
此外，ZIM首席執行官 表示，以星預計紅海將在2025年下半年才可能重新開放。因此，ZIM預計2025年上半年市場仍將因航線繞行吸收大量運力而保持緊張。
運力調整和成本管理
ZIM表示可通過以下方式緩解運力過剩帶來的壓力： 降低船舶航速；停航部分船舶；報廢老舊船舶。根據Alphaliner的數據，2024年全球船舶報廢率不足1%。 2024年，ZIM完成了船隊更新計劃，總船舶規模達到128艘，總運力為78.4萬 TEU。預計2025年將保持相同的運力規模。
9/ 延伸復看 2025年3月12日
10/ 關于歐線，觀點自年初不變，續 2025年02月06日 和 2025年03月01日 繼續呈現季節性現貨和預期。現貨運價在一般合約水平下方徘徊，船公司繼續維持3月和4月的淡季穩價行動，并預計將在5月、6月、7月和8月每月保持穩價挺價態勢。 在上半年無法全面復航的基礎觀點上，今年仍保留旺季預期。歐線現貨可參考德迅發的文字描述。
11/ 最航運自2025年3月12日起，文章 贊賞全部轉為公益捐贈，所有款項自動轉入公益項目中國社會福利基金會的《授漁計劃鄉村助學》。
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