国际集装箱运输市场:回归常态

International Container Shipping Market Overview:Back to Normal

2月,集运市场跌势延续,处于季节性低谷。需求方面,据CTS统计,2022年12月全球集装箱海运量同比减少6.7%。其中,亚欧线去程方向减少15.9%,跨太平洋线去程方向减少17.1%。JP Morgan发布的2023年1月全球制造业PMI为49.1,其中,新出口订单指数为47.5,虽然较前月有所回升,但仍处于收缩区间。此外,美国2023年1月的零售销售环比增长3%,同比增长6.4%,但通胀也增长了6.4%,表明消费量增长有限,且仓储及配送中心仍有大量库存有待清理。欧元区2022年12月零售销售环比下降2.7%,同比下降2.8%,仍然处于收缩状态。

The container shipping market extended the falling trend in February,remaining seasonal low.Demand According to Container Trades Statistics,global seaborne container volume dropped 6.7%YoY in December 2022.The trade volume on Asia-Europe outward route dropped 15.9%YoY while that on the Trans-Pacific outward route dropped 17.1%YoY.Global PMI in January 2023 was 49.1,and new export order index was 47.5 as released by JP Morgan,indicating slight rebound from the earlier month but still remaining in the contraction range.Additionally,retail sales in the U.S.grew 3.0%MoM and 6.4%YoY in January 2023.However,inflation grew 6.4%as well,showing limited growth of consumption volume and huge stock in warehouses and distribution centers still waiting to be cleared.Retail sales in Eurozone dropped 2.7%MoM and 2.8%YoY in December 2022,remaining in contraction status.